Private Client Team - Client Service Associate

Dodge & Cox • San Francisco, CA

5d

About The Position

Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family offices, and non-profit organizations. The successful candidate will coordinate all non-investment aspects of these relationships and interface with members of our internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as with external custodians to meet our client’s investment objectives while providing excellent personal service. Primary responsibilities include: Act as the primary operational point of contact for clients, custodians, consultants, and third parties Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures Understand the client’s financial objectives and how Dodge & Cox fits into their overall investment strategy Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines Manage and execute client cash flows, asset transfers, and account maintenance Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits Communicate and work with client’s attorneys, CPAs, and outside advisors Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder Qualifications: Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability. Four-year college degree (B.A. or B.S.) with an excellent academic record Minimum of five years of experience working with high net worth separate account clients Familiarity with estate planning, various trust instruments, and personal financial planning preferred Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products Exceptional verbal and written communication skills; strong proofing and editing skills Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented Strong analytical and problem-solving skills Ability to manage multiple priorities and meet tight deadlines Collegial and collaborative Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat Comfortable with proactively soliciting input and feedback from colleagues Candidates with CFP, CFA, or CPA are preferred though not required The salary range for this position is $130k - $185k. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company’s policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm’s security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Founded in 1930 in San Francisco, Dodge & Cox is one of the world’s largest independently owned investment firms with over $400 billion in assets under management and 371 employees (as of December 31, 2024). We manage money for individuals and institutions globally with a single investment philosophy applied across a focused set of offerings. Undistracted by short-term product trends or asset gathering, we concentrate on serving our clients by adhering to our time-tested investment approach. We build investment portfolios using deep fundamental research, a strict price discipline, a long-term investment horizon, and team decision-making. Our engaging, collaborative environment pushes us to accomplish our best. That’s why many of us devote our careers to Dodge & Cox, ensuring stability and compounding our intellectual capital across generations. This institutional memory—combined with our collaborative culture and focused business model—makes us uniquely suited for long-term investing and enables us to continuously seek lasting value for our clients in a rapidly changing world. Protect yourself from recruitment scams We have noticed an increase in fraudulent individuals posing as representatives of Dodge & Cox, offering false job interviews or opportunities in exchange for financial or personal information. We take these matters very seriously and want to ensure you are informed and protected. Please keep the following in mind during your job search: We will never ask for payment or request banking information at any stage of our recruitment process. All official communications will come from a verified Dodge & Cox email address (@dodgeandcox.com). Be cautious of any communication from personal or non-company email addresses. Do not engage with or respond to suspicious emails. If you are uncertain about the legitimacy of a communication, verify that the email address belongs to Dodge & Cox (@dodgeandcox.com). If you receive any suspicious or fraudulent communication, please report it immediately by contacting us at [e-mail]. Your vigilance should keep you protected and help us maintain the integrity of our hiring process.

Requirements

• Four-year college degree (B.A. or B.S.) with an excellent academic record
• Minimum of five years of experience working with high net worth separate account clients
• Exceptional verbal and written communication skills; strong proofing and editing skills
• Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities and meet tight deadlines
• Collegial and collaborative
• Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat
• Comfortable with proactively soliciting input and feedback from colleagues

Nice To Haves

• Familiarity with estate planning, various trust instruments, and personal financial planning preferred
• Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products
• Candidates with CFP, CFA, or CPA are preferred though not required

Responsibilities

• Act as the primary operational point of contact for clients, custodians, consultants, and third parties
• Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures
• Understand the client’s financial objectives and how Dodge & Cox fits into their overall investment strategy
• Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines
• Manage and execute client cash flows, asset transfers, and account maintenance
• Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions)
• Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits
• Communicate and work with client’s attorneys, CPAs, and outside advisors
• Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance
• Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder

Benefits

• coverage of 100% of all healthcare premiums for employees and their families
• fully funding a retirement plan at 25% of the total compensation to the IRS limit

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level