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Bailard, Inc.
Bailard, Inc.
51 – 200 Xodimlar
Moliya
Bailard, Inc. San-Fransisko ko‘rfazi hududidagi jismoniy shaxslar va muassasalarga xizmat ko‘rsatuvchi mustaqil boylik va investitsiyalarni boshqarish kompaniyasidir. Moliya kompaniyasi tadqiqotlarga asoslangan investitsiya qarashlarini mijozlarga shaffof xizmat ko‘rsatish bilan birlashtirib, har bir mijozning qadriyatlari va maqsadlari asosida shakllanadigan uzoq muddatli natijalarga e’tibor qaratadi. Uning yondashuvi hisobdorlik, hamdardlik, jasorat, mukammallik, adolat va mustaqillik tamoyillariga tayanadi hamda ishonchga asoslangan, uzoq muddatli mijozlar hamkorligini rivojlantirishga urg‘u beradi.
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Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma ShtatlariCAKaliforniya
90 000 $ – 105 000 $ / yil
GibridTo‘liq stavkaJuniorO‘rta darajaTalab Qilinadigan Til: inglizchaAssotsiatsiyalangan mutaxassisUmumiy

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

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

O‘xshash ish o‘rinlari

Kreato Global | BPO and Language Solutions

Remote English-Spanish OPI/VRI Interpreter

Kreato Global | BPO and Language Solutions
201 – 500 Xodimlar
LogistikaMehmondo‘stlikSog‘liqni saqlash
ARArgentinaBOBoliviyaBRBraziliyaCLChiliCOKolumbiyaCRKosta-RikaCUKubaDODominikan RespublikasiECEkvadorGTGvatemalaHNGondurasHTGaitiMXMeksikaNINikaraguaPAPanamaPEPeruPRPuerto-RikoPYParagvaySVSalvadorUYUrugvayVEVenesuelaMasofaviyTo‘liq stavkaJuniorDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: ispanchaTarjimon

Interpret remotely between English- and Spanish-speaking people in medical, financial, social service, and customer care settings. Provide language support for Kreato Global across Latin America.

Ochish