San Francisco, CA30+ days ago
Primary responsibilities include: ā¢ Act as the primary operational point of contact for clients, custodians, consultants, and third parties ā¢ Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures ā¢ Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy ā¢ Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines ā¢ Manage and execute client cash flows, asset transfers, and account maintenance ā¢ Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) ā¢ Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits ā¢ Communicate and work with client's attorneys, CPAs, and outside advisors ā¢ Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance ā¢ Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder. or B.S.) with an excellent academic record ā¢ Minimum of five years of experience working with high net worth separate account clients ā¢ Familiarity with estate planning, various trust instruments, and personal financial planning preferred ā¢ Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products ā¢ Exceptional verbal and written communication skills; strong proofing and editing skills ā¢ Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented ā¢ Strong analytical and problem-solving skills ā¢ Ability to manage multiple priorities and meet tight deadlines ā¢ Collegial and collaborative ā¢ Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat ā¢ Comfortable with proactively soliciting input and feedback from colleagues.