Jobs
>
San Francisco

    Senior Client Associate - San Francisco, United States - Bailard

    Bailard
    Bailard San Francisco, United States

    2 weeks ago

    Default job background
    Description
    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.

    Powered by JazzHR

  • Morgan Stanley

    Registered Client Service Associate

    3 weeks ago

    Morgan Stanley San Francisco, United States

    Registered Client Service Associate · Job Number: · 3252412 · POSTING DATE: May 10, 2024 · PRIMARY LOCATION: Americas-United States of America-California-San Francisco · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DESCRIPTION · -: · Registered Cl ...

  • Morgan Stanley

    Registered Client Service Associate

    3 days ago

    Morgan Stanley San Francisco, United States

    Registered Client Service Associate · Job Number: · 3253038 · POSTING DATE: May 28, 2024 · PRIMARY LOCATION: Americas-United States of America-California-San Francisco · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DESCRIPTION · -: · Registered Cl ...

  • Cresset Capital

    Associate Director, Private Wealth Client Services

    2 weeks ago

    Cresset Capital San Francisco, United States

    **About Cresset** · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of ...

  • UBS

    Client Associate

    4 weeks ago

    UBS San Francisco, United States

    United States - California · Business management, administration and support · Global Wealth Management · Job Reference # · 291502BR · City · San Francisco · Job Type · Full Time · Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking ...

  • Capital Group Companies

    Client Relationship Associate

    3 weeks ago

    Capital Group Companies San Francisco, United States

    I can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowm Relationship Associate, Client ...

  • Bailard

    Senior Client Associate

    4 days ago

    Bailard San Francisco, United States

    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 w ...

  • Exela Technologies Inc.

    Client Services Associate

    3 weeks ago

    Exela Technologies Inc. San Francisco, United States

    CSA TS Client Services · About the Role: · As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional support and assistance. Operating a ...

  • Dodge & Cox

    Client Relationship Associate

    2 weeks ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in ...

  • Dodge & Cox

    Client Relationship Associate

    2 weeks ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort primarily by supporting our London-based Client Service team in responding t ...

  • Dodge & Cox

    Client Relationship Associate

    1 week ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Coxs broader client service effort primarily by supporting our London-based Client Service team in responding to ...

  • Capital Group

    Client Relationship Associate

    2 weeks ago

    Capital Group San Francisco, United States

    "I can succeed as a Client Relationship Associate at Capital Group." · As one of our Client Relationship Associates, you'll assist f inancial a dvisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. You'll ...

  • Exela Technologies Inc.

    Client Services Associate

    1 week ago

    Exela Technologies Inc. San Francisco, United States

    CSA TS Client Services · About the Role: · As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional support and assistance. Operating a ...

  • Dodge & Cox

    Client Relationship Associate

    3 weeks ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort primarily by supporting our London-based Client Service team in responding t ...

  • Fathom, Inc.

    Strategic Client Associate

    1 week ago

    Fathom, Inc. San Francisco, United States

    Fathom is on a mission to use AI to understand and structure the world's medical data, starting by making sense of the terabytes of clinician notes contained within the electronic health records of the world's largest health systems. Our deep learning engine automates the transla ...

  • CIBC

    Client Service Associate

    3 weeks ago

    CIBC San Francisco, United States

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Dodge & Cox

    Client Relationship Associate

    4 days ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in ...

  • Capital World Investors

    Client Relationship Associate

    2 weeks ago

    Capital World Investors San Francisco, United States

    Client Relationship Associate page is loaded · Client Relationship Associate · Apply · locations · San Francisco · time type · Full time · posted on · Posted 8 Days Ago · job requisition id · JR2646 · "I can succeed as a Client · Relationship Associate · at Capital G ...

  • Capital World Investors

    Client Relationship Associate

    2 weeks ago

    Capital World Investors San Francisco, United States

    Client Relationship Associate page is loaded · Client Relationship Associate · Apply locations San Francisco time type Full time posted on Posted 8 Days Ago job requisition id JR2646 I can succeed as a Client Relationship Associate at Capital Group. · As one of our Client Rela ...

  • Bailard

    Senior Client Associate

    3 weeks ago

    Bailard San Francisco, United States

    About BailardFounded 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 ...

  • TazkerAI / Lumina

    Client Engagement Associate

    1 week ago

    TazkerAI / Lumina San Francisco, United States

    [Full Time] Client Engagement Associate at TazkerAI / Lumina (United States) | BEAMSTART Jobs · Client Engagement Associate · TazkerAI / Lumina United States · Date Posted · 02 Aug, 2023 · Work Location · San Francisco, United States · Salary Offered · $500 $1000 yearly · ...