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UHNW Private Wealth Client Services Associate

dodge coxMillbrae, CAJunior L3
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

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