Bailard, Inc.
Bailard, Inc.
51 – 200 Қызметкерлер
Қаржы
Bailard, Inc. — Сан-Франциско шығанағы аймағындағы жеке тұлғалар мен мекемелерге қызмет көрсететін тәуелсіз байлық және инвестицияларды басқару компаниясы. Қаржы компаниясы зерттеулерге негізделген инвестициялық сараптаманы клиенттерге көрсетілетін ашық қызметпен ұштастырып, әр клиенттің құндылықтары мен мақсаттарына сай қалыптасатын ұзақ мерзімді нәтижелерге назар аударады. Оның тәсілі есептілік, жанашырлық, батылдық, кемелдік, әділдік және тәуелсіздік қағидаттарына негізделген, сондай-ақ сенімге құрылған ұзақ мерзімді клиенттік серіктестіктерді қалыптастыруға басымдық береді.

Client Associate - Wealth Management (San Francisco Hybrid)

Support client service and operational activities for Bailard, Inc.'s wealth and asset management business. This hybrid role serves clients and colleagues in the San Francisco Bay Area.

Сипаттама

  • Build a career in wealth management
  • Contribute to a collaborative, open-door team environment
  • Provide an outstanding client experience
  • Balance competing priorities in a fast-paced setting
  • Develop strong relationships with clients and colleagues
  • Complete high-quality work while supporting operations and client service

Талаптар

  • Strong interest in wealth management or experience in client service or another service-focused role
  • Client-first approach with a commitment to serving clients' best interests
  • Strong operational and client service capabilities
  • Excellent written and verbal communication skills
  • Careful attention to detail
  • Ability to manage multiple tasks and meet deadlines
  • Sound critical thinking and creative problem-solving skills
  • Ability to develop and maintain internal and external relationships
  • Strong work ethic, initiative, and goal-focused approach
  • Proficiency with Microsoft Office applications
  • Undergraduate degree or equivalent practical experience
  • Successful completion of a background check
  • Willingness to travel as needed

Артықшылықтар

  • Hybrid work arrangement
  • Collaborative workplace with an open-door culture
  • Professional growth opportunities in wealth management
  • Employee ownership
  • Commitment to diversity, equity, and inclusion

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