Private Client Team - Client Service Associate
Dodgeandcox · San Francisco Office · All 16 Dodgeandcox jobs
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Required skills
- Compliance
- Leadership
- Communication Skills
- CRM
- Excel
- Microsoft Office
- Tax
- Administration
- Recruitment
- Security
Nice to have
- Onboarding
- Maintenance
About the job
Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients on discretionary investment accounts to join our Client Service team as a Client Service Associate (CSA). In this role, you would partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high-net-worth investors, family offices, and non-profit organizations.
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Source: Dodgeandcox's careers site
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