Client Associate (Hybrid position)
About The Position
Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different, and we view that distinction as a powerful strength. For several years, we’ve been honored as one of the nation’s best workplaces, a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team. You are a motivated, client-focused individual with a strong interest in wealth management and a desire to learn and grow in the industry. You are organized, detail-oriented, and take pride in producing accurate, high-quality work. You communicate effectively, enjoy working with others, and build positive relationships with clients and colleagues. You are naturally curious, proactive, and able to manage multiple priorities in a fast-paced environment. Most importantly, you bring a strong work ethic, a collaborative mindset, and a commitment to delivering an exceptional client experience.
Requirements
- A deep interest in wealth management or experience working in a client focused/service-oriented role, even if not specifically in the industry.
- A client-centric mindset and consistently acts in the clients’ best interests
- 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
- Proficiency in Microsoft Office suite of applications
- Undergraduate degree or equivalent practical experience
Responsibilities
- A deep interest in wealth management or experience working in a client focused/service-oriented role, even if not specifically in the industry.
- A client-centric mindset and consistently acts in the clients’ best interests
- 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
- Proficiency in Microsoft Office suite of applications
- Undergraduate degree or equivalent practical experience
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
