Client Relationship Associate

4 weeks ago


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

About the Role

Dodge & Cox is seeking an experienced Client Relationship Associate to support our Client Service team in responding to investor inquiries. The successful candidate will play a key role in our broader client service effort by providing timely, thorough, and accurate responses to client requests.

Key Responsibilities

  • Coordinating responses to client requests and inquiries.
  • Acting as a secondary point of contact for strategic relationships.
  • Collaborating with the Wealth Management team to build an in-depth knowledge base of our different client types.
  • Maintaining information in our client relationship management software.
  • Backing up other associates within Client Service on key aspects of their roles.

Qualifications

  • Demonstrated leadership ability and successful professional careers.
  • Excellent communication, analytical, and problem-solving skills.
  • Proven ability to work in a team-oriented environment and independently.
  • Strong quantitative, analytical, and computer skills, including PowerPoint and Excel.
  • Strong understanding of public equity and fixed income investment strategies.
  • 3 years of experience in financial services preferred.
  • Tableau experience preferred.
  • CFA or desire to obtain CFA preferred.
  • Four year college degree (B.A. or B.S.).

What We Offer

Dodge & Cox offers a competitive salary range of $110k - $135k, as well as a comprehensive benefits package, including 100% coverage of healthcare premiums for employees and their families, and a fully funded retirement plan at 25% of the total compensation to the IRS limit.



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