Hybrid Wealth Management Client Associate

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

Benefits offered by this job

Hybrid work model in SF Bay Area

Job summary

Bailard, Inc. seeks a motivated, client-focused entry-level professional to start a career in wealth management. You will assist with client service, data entry, and account support in a collaborative, values-driven culture.

You are organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. Strong communication and teamwork help you build relationships with clients and colleagues.

Qualifications

• 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 and ability to multitask under deadlines.

Responsibilities

• We are seeking a colleague who is dedicated to a career in wealth management.
• Support client service, data entry, and account tasks in a collaborative environment.
• Maintain accuracy and timely processing of client information.
• Communicate effectively with clients and team members to ensure excellent service.

Skills

Client service

Attention to detail

Multitasking

Communication

Teamwork

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Bailard, Inc. seeks a motivated, client-focused entry-level professional to start a career in wealth management. You will assist with client service, data entry, and account support in a collaborative, values-driven culture.

You are organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. Strong communication and teamwork help you build relationships with clients and colleagues.