Client Relations Specialist

2 months ago


San Francisco, California, United States Dodge & Cox Full time

Client Relationship Associate at Dodge & Cox

As a vital member of our Client Service team, you will:

  • Facilitate effective communication with clients, intermediaries, and consultants
  • Serve as a secondary liaison for significant client relationships
  • Work collaboratively with diverse teams to gain insights into various client segments
  • Ensure accurate data management within our client relationship management systems
  • Provide support to fellow associates in the Client Service department

Key Qualifications

  • Demonstrated professional success and leadership capabilities
  • Exceptional communication, analytical, and problem-solving abilities
  • Proven capacity to work autonomously as well as collaboratively
  • Strong quantitative and analytical expertise
  • Preferred experience of 3 years in the financial services sector
  • Familiarity with Tableau and a desire to pursue CFA certification is advantageous
  • A Bachelor's degree is mandatory

The compensation for this role ranges from $110,000 to $135,000. Dodge & Cox provides a comprehensive benefits package, including healthcare, retirement contributions, and various insurance options. We are an equal opportunity employer committed to upholding security policies and a Code of Ethics.



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