About Bailard Founded in 1969, Bailard is a values-driven independent wealth management and investment management firm with offices located in San Francisco and Foster City. Built by entrepreneurs and majority employee owned, Bailard attracts and retains talented individuals with intellectual curiosity, a passion for excellence, and a capacity for independent thought.
Career Opportunity The Senior Client Associate role focuses on meeting the day-to-day needs of our private clients. You will work closely with our Investment Counselors and Portfolio Associates, as well as directly with clients and their other professionals. Responsibilities will focus on operational aspects of client service, including opening new accounts, handling client transaction requests, and ensuring accuracy of client bills and reports. We are looking for a well-rounded individual who is driven to succeed, has a passion for learning, is naturally curious, and takes initiative. Teamwork and close collaboration within Bailard's Wealth Management is essential to success.
Qualifications Essential for Success We are seeking a colleague who is dedicated to a career in wealth management. If you are an energetic self-starter who is interested in being a vital part of our team, we can offer you the opportunity to work in a collegial, open-door environment. The following qualifications are preferred:
A deep understanding of wealth management and experience working in a client service role.
At least five years of work experience in a similar role within the wealth management industry
Strong operational and client service skills
Strong attention to detail
Excellent written and verbal communication skills
The ability to multi-task with competing priorities to meet deadlines
Ability to critically think 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 and equivalent practical experience
Compensation & Benefits
Competitive compensation, including annual bonus based on firm and individual performance
Employer 401(k) matching program
Employer paid medical, dental and vision insurance for employees and subsidy for additional family members
Employer HSA contribution (as applicable)
Life and AD&D insurance, dependent life insurance, short/long term disability, long term care
Charitable matching program
Pre-tax FSA and Commuter benefit options
Professional development subsidy and sabbatical programs
Flexible Time-Off
10 observed company holidays
Location
This position is a hybrid role and will need to be in the office a two to three days per week.
In-person interaction with colleagues and clients is important to our corporate culture. We prefer Client Associates to be in the Bay Area, within driving distance of our offices.
We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. Background and Credit check are required. Pursuant to the San Francisco Fair Chance Ordinance, Bailard will consider for employment qualified applicants with arrest and conviction records.