Private Wealth Client Services Associate
Dodge-
Dodge & Cox seeks an experienced Private Wealth Client Service Associate to partner with Client Portfolio Managers in managing high-net-worth relationships. You will coordinate all non-investment aspects of these relationships, interfacing with Operations, Legal, Compliance, Trading, and Portfolio Management, as well as external custodians. The role emphasizes onboarding, cash flows, asset transfers, and life-planning support, with a focus on exceptional service and cross-department #J-18808-Ljbffr Dodge-
Vacancy posted 3 days ago
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