Client Associate (Hybrid position)

Bailard•San Francisco, CA

3d•Hybrid

About The Position

Join Bailard, an independent, values-based asset and wealth management firm founded in 1969. We are employee-owned and grounded in principles of accountability, compassion, courage, excellence, fairness, and independence. Bailard fosters a high-trust culture that values intellectual rigor and personal integrity, and has been recognized as one of the nation's best workplaces. We are dedicated to creating an environment where individuals can grow, thrive, and feel supported. This role is for a motivated, client-focused individual with a strong interest in wealth management and a desire to learn and grow in the industry. The ideal candidate is organized, detail-oriented, communicates effectively, enjoys working with others, and builds positive relationships. A curious, proactive approach and the ability to manage multiple priorities in a fast-paced environment are essential. A strong work ethic, collaborative mindset, and commitment to an exceptional client experience are paramount.

Requirements

Undergraduate degree or equivalent practical experience.
Proficiency in Microsoft Office suite of applications.

Nice To Haves

A deep interest in wealth management.
Experience working in a client focused/service-oriented role, even if not specifically in the industry.
Client-centric mindset.
Strong operational and client service skills.
Excellent written and verbal communication skills.
Strong attention to detail.
Capacity to multitask with competing priorities to meet deadlines.
Capability to think critically and creatively problem-solve.
Ability to work well in a team to build and foster relationships internally and externally.
Outstanding work ethic, personal initiative, and a goal-oriented mindset.

Responsibilities

Be a vital part of the team in a collegial, open-door environment.
Work in a client-focused/service-oriented role.
Act in the clients’ best interests.
Provide strong operational and client service skills.
Communicate effectively in writing and verbally.
Maintain strong attention to detail.
Multitask with competing priorities to meet deadlines.
Think critically and creatively problem-solve.
Work well in a team to build and foster relationships internally and externally.
Demonstrate an outstanding work ethic, personal initiative, and a goal-oriented mindset.
Utilize proficiency in Microsoft Office suite of applications.