Client Associate (Hybrid position)

Bailard; San Francisco (CA); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Bailard in the San Francisco Bay Area seeks a motivated, client‑focused individual with an interest in wealth management to learn and grow in the industry. This hybrid role offers an entry‑level salary range of $90,000 to $105,000 and opportunities to work closely with clients and colleagues in a high‑trust, collaborative environment.

You will bring strong communication, attention to detail, and the ability to multitask in a fast‑paced setting, plus an undergraduate degree or equivalent

Qualifications

• Client-focused and committed to delivering high-quality service.
• Strong written and verbal communication.
• Excellent attention to detail and organizational skills.
• Ability to multitask and manage multiple priorities in a fast-paced environment.

Responsibilities

• Deep interest in wealth management or experience in a client-focused/service-oriented role.
• Client-centric mindset and always act in the clients’ best interests.
• Strong operational and client service skills.
• Proficiency in Microsoft Office and related tools.
• Ability to work well in a team and build relationships.
• Outstanding work ethic and proactive mindset.
• Bachelor's degree or equivalent practical experience.

Skills

Client-focused

Communication skills

Attention to detail

Multitasking

Team collaboration

Microsoft Office proficiency

Education

Undergraduate degree or equivalent practical experience

Tools

Microsoft Office

Job description

About Bailard

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.

• Deep interest in wealth management or experience working in a client‑focused/service‑oriented role, even if not specifically in the industry.
• 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.

Equal Opportunity and Background Check

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