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Bailard, Inc.
Bailard, Inc.
51 – 200 Angajați
Finanțe
Bailard, Inc. este o firmă independentă de administrare a averilor și investițiilor, care oferă servicii persoanelor fizice și instituțiilor din zona golfului San Francisco. Compania financiară îmbină analiza investițională bazată pe cercetare cu servicii transparente pentru clienți, concentrându-se pe rezultate pe termen lung, definite de valorile și obiectivele fiecărui client. Abordarea sa se bazează pe responsabilitate, compasiune, curaj, excelență, corectitudine și independență, punând accent pe construirea unor parteneriate de încredere și de durată cu clienții.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiCACalifornia
90.000 $ – 105.000 $ / an
HibridNormă întreagăJuniorNivel mediuLimbă Obligatorie: englezăAsociatGeneral

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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