Client Relationship Associate
4 weeks ago
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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