Client Associate

Bailard, Inc.

Client Associate supporting wealth management at Bailard, focused on a client-centric approach. Working in a hybrid position while being part of a values-driven team in San Francisco.

Posted 7/18/2026full-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, complemented by excellent communication abilities and attention to detail. Capable of multitasking and fostering relationships in a team-oriented environment while maintaining a goal-oriented approach.

Highest-signal resume keywords

Client-Centric MindsetOperational SkillsClient Service SkillsExcellent Communication SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Attention To DetailMultitaskingCritical ThinkingCreative Problem-SolvingTeam Collaboration

Tools & Technologies

Microsoft Office Suite

Industry Keywords

Wealth ManagementClient FocusedService-OrientedGoal-Oriented MindsetPersonal Initiative

About the role

Key responsibilities & impact

We are seeking a colleague who is dedicated to a career in wealth management.
If you are an energetic self-starter interested in being a vital part of our team, we offer the opportunity to work in a collegial, open-door environment.

Requirements

What you’ll need

A deep interest in wealth management or experience working in a client focused/service-oriented role, even if not specifically in the industry.
A client-centric mindset and consistently acts in the clients’ best interests
Strong operational and client service skills
Excellent written and verbal communication skills
Strong attention to detail
Capacity to multitask with competing priorities to meet deadlines
Capability to think critically 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 or equivalent practical experience

Benefits

Comp & perks

Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives as essential to innovation and success. We welcome candidates who bring their authentic selves and help foster a workplace where everyone feels valued and heard.