Client Associate

Bailard, Inc.

. Support a career dedicated to wealth management .

Posted 10/3/2026full-timeSan Francisco • California • United StatesJuniorMid-Level💰 $90,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates a client-centric mindset with strong operational and client service skills, ensuring exceptional client experiences in wealth management. Proficient in multitasking and building positive relationships while maintaining attention to detail and meeting deadlines.

Highest-signal resume keywords

Client-Centric MindsetOperational SkillsClient Service SkillsExcellent Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementClient ServiceMultitaskingCritical ThinkingProblem-SolvingMicrosoft Office ProficiencyOperational SupportDeadline Management

Soft Skills

Relationship BuildingWork EthicPersonal InitiativeGoal-Oriented Mindset

Industry Keywords

Client-Focused RoleService-Oriented RoleBackground CheckTravel Requirements

About the role

Key responsibilities & impact

Support a career dedicated to wealth management
Serve as a vital part of the team in a collegial, open-door environment
Deliver an exceptional client experience
Manage multiple priorities in a fast-paced environment
Build positive relationships with clients and colleagues
Perform accurate, high-quality work and provide operational and client service support

Requirements

What you’ll need

Deep interest in wealth management or experience in a client-focused/service-oriented role
Client-centric mindset and commitment to acting in clients’ best interests
Strong operational and client service skills
Excellent written and verbal communication skills
Strong attention to detail
Ability to multitask and meet deadlines
Critical thinking and creative problem-solving ability
Ability to build and foster internal and external relationships
Outstanding work ethic, personal initiative, and goal-oriented mindset
Proficiency in Microsoft Office suite of applications
Undergraduate degree or equivalent practical experience
Background check required
Travel as required

Benefits

Comp & perks

Hybrid work arrangement
Open-door, collegial work environment
Opportunity to grow and develop in the wealth management industry
Employee ownership
Diversity, equity, and inclusion commitment