UHNW Private Wealth Client Services Associate
dodge coxMillbrae, CA
UHNW Private Wealth Client Services Associate
dodge coxMillbrae, CAJunior L3
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsBrokerage Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Dodge & Cox seeks an experienced Private Wealth professional to join our Client Service team as a Client Service Associate, partnering with CPMs to manage high-net-worth, family office, and non-profit relationships.
The role coordinates all non-investment aspects, interfacing with Operations, Legal, Compliance, Trading, and Portfolio Management, as well as external custodians, to meet client objectives with superior service.
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Level
Junior L3
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago