Client associate Jobs in Concord, CA

Description

Acrisure West is a collective of entrepreneurial agencies who’ve built one of the fastest-growing platforms in financial services. Today, we’re a global fintech leader using advanced AI, data, and technology to reinvent how insurance and financial services are sold and delivered. We combine the strengths of trusted advisors with powerful digital tools—making growth smarter, faster, and more scalable than ever.

Role Overview

The Associate Client Advisor focuses on building foundational knowledge and supporting senior team members. Key responsibilities include assisting with client relationships, performing basic research and data analysis, managing administrative tasks, and responding to routine client inquiries.

What You’ll Do

- Handles basic inquiries, provides support, responds to routine requests.

- Learns to resolve issues, refers complex problems upward.

- Focuses on product knowledge, learns processes, supports senior advisors.

- Assists with research, reporting, and data entry.

- Identify opportunities to deepen existing client relationships and expand the client base.

What You Bring

- Ambition & Drive: You want to grow fast, win big, and take advantage of a high-growth fintech environment.

- Tech Fluency: Comfortable adopting new tools, leveraging AI, and using data to increase efficiency and engagement.

- Relationship Builder: Able to confidently engage with decision-makers through digital channels.

- Sales Mindset: At least 1–2 years in sales, business development, or a client-facing role.

- Process-Oriented: You thrive with structure, consistency, and data-backed decision making.

- High Energy: Positive, curious, engaged, and eager to contribute to a winning team.

- Adaptable: You enjoy building structure in fast-moving, evolving environments.

- Future Advisor Vision: Long-term interest in managing client relationships, growing a book, and becoming a trusted advisor.

Pay Details:

The base compensation range for this position is $63,495 - $85,905. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting <.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.