What are the responsibilities and job description for the Client Associate position at Bailard, Inc.?
About Bailard
Join a Legacy of Values-Driven Excellence!
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.
Who are you
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.
Responsibilities
We are seeking a colleague who is dedicated to a career in wealth management. If you are an energetic self-starter interested in being a vital part of our team, we offer the opportunity to work in a collegial, open-door environment. The following qualifications are preferred:
• 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
** The posted salary range is intended for an entry-level hire. Candidates with substantial related experience may be considered for compensation outside the posted range based on their qualifications and experience.
Location & Travel
- Hybrid position based in the San Francisco Bay Area
- Travel as required
Salary
$90,000 - $105,000
Note: If you have been employed by Charles Schwab & Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment
Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives as essential to innovation and success. We welcome candidates who bring their authentic selves and help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business needs. Background check required. Pursuant to the San Francisco Fair Chance Ordinance, Bailard will consider for employment qualified applicants with arrest and conviction records.
More information on Bailard awards can be found at: www.bailard.com/awards
Salary : $90,000 - $105,000