Description
Dodge & Cox is looking for an experienced Client Service Associate (CSA) to manage separate account relationships for high-net-worth investors, family offices, and non-profits. The CSA will handle all non-investment aspects, coordinating with internal departments like Operations, Legal, Compliance, Trading, and Portfolio Management, as well as external custodians. Responsibilities include acting as the main contact for clients, managing the entire client lifecycle, understanding financial goals, coordinating legal reviews, handling cash flows, facilitating significant events, addressing inquiries, communicating with external advisors, and participating in cross-functional projects.
