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Client associate Jobs in Concord, CA

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Client associate • concord ca

Last updated: 23 hours ago

Client Executive

Arthur J Gallagher & CoWalnut Creek, CA, United States
Full-time

At Gallagher, we're united by a commitment to service, growth, and excellence.As a Senior Client Manager, you'll play a key role in building strong client relationships, managing accounts, and ment... Show more

Client Service Operations Associate

RIA RecruitingWalnut Creek, California, United States
$80,000.00 yearly
Full-time

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego.Client Service Operations Associate to join our team.If you'd like to join wealth management team that is ... Show more

Client Manager

Mercer FranceWalnut Creek, CA, United States
$64,700.00 yearly
Full-time

The applicable base salary range for this role is $64,700 to $120,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, a... Show more

Client Manager

Marsh & McLennanWalnut Creek, CA, United States
$60,000.00 yearly
Full-time

The Client Manager II applies experience and critical thinking skills to anticipate client needs.The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternati... Show more

Client Service Manager

Heffernan Insurance BrokersWalnut Creek, California, US
Full-time
Quick Apply

The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients.This individual helps prepa... Show more

Client Success Manager (MedInsight)

MillimanWalnut Creek, CA, United States
$78,800.00 yearly
Full-time

Client Success Manager (MedInsight).Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is one of the healthcare industry's most trusted solutions for healthcare intelli... Show more

Client Relationship Manager

Mutual of America Financial GroupConcord, CA, United States
Full-time

Mutual of America Financial Group Job Title: Client Relationship Manager Location: Fresno, CA or San Francisco, CA.Role Summary: The Client Relationship Manager (CRM) position will focus on engagin... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA

ChaseWalnut Creek, CA, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

Partner, Client Accounting Services

AprioWalnut Creek, CA, United States
Full-time

At Aprio, we empower partners to grow, innovate, and lead with purpose.We recognize that seasoned professionals seek more than just a position they seek a growth platform where contributions are v... Show more

Wealth Management Client Service Associate

Sanctuary Wealth Group, LLCWalnut Creek, CA, United States
Full-time

Wealth Management Client Service Associate.Hiring Firm: Soteris Private Wealth.Pay Range: $85,000 $110,000 Base + Discretionary Bonus Potential.Experience: 3-5+ years of experience in client servi... Show more

Part Time Seasonal Client Associate - Broadway Plaza CA

TravisMathewWalnut Creek, CA, United States
$17.50 hourly
Part-time

TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours.Back in 2007, we saw there weren't many companies whose clothing bridged the... Show more

Client Advisor

AcrisureWalnut Creek, CA, United States
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie... Show more

Client Manager

EPIC BrokersConcord, CA, United States
$41.00 hourly
Full-time

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.Fueled and driven by capable, committed people who share common... Show more

Manager, Client Service

Mercer AdvisorsWalnut Creek, CA, United States
$100,000.00 yearly
Full-time

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, esta... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA

JPMorgan ChaseWalnut Creek, CA, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

Client Associate

US012 Marsh & McLennan Agency LLCTreat,Walnut Creek
$35,600.00 yearly
Full-time

The applicable base salary range for this role is $35,600 to $66,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, an... Show more

Client Manager

Oliver Wyman, LLCWalnut Creek, CA, United States
$64,700.00 yearly
Full-time

The applicable base salary range for this role is $64,700 to $120,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, a... Show more

Client Executive

GallagherWalnut Creek, California
Full-time

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people ... Show more

Associate Client Advisor

Voya FinancialWalnut Creek, CA, United States
Part-time

Join Voya: Us Together For A Better Financial Future.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners and colleagues.We ... Show more

Senior Client Relationship Associate - Walnut Creek / Menlo Park (onsite)

EP Wealth AdvisorsWalnut Creek, CA, United States
$90,000.00 yearly
Full-time

Senior Client Relationship Associate - Walnut Creek, CA (onsite).Walnut Creek CA - Walnut Creek, CA 94596.Salary Level Experienced Position Type Full Time Job Shift Day Education Level 4 Year Degre... Show more

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The cities near Concord, CA that boast the highest number of client associate jobs are:
Client Executive

Client Executive

Arthur J Gallagher & CoWalnut Creek, CA, United States
2 days ago
Job type
  • Full-time
Job description

Senior Client Manager

At Gallagher, we're united by a commitment to service, growth, and excellence. As a Senior Client Manager, you'll play a key role in building strong client relationships, managing accounts, and mentoring team members. This is your chance to join a team that values collaboration, innovation, and ethical leadership. If you're ready to make an impact and grow your career, we'd love to hear from you!

In this role, you'll ensure our clients receive exceptional service by managing accounts, supporting complex projects, and mentoring colleagues. You'll work closely with clients to understand their needs, provide strategic advice, and deliver tailored solutions. You'll also collaborate with vendors and carriers to manage projects and resolve challenges.

Here's what you'll do:

  • Lead the client service cycle and ensure a seamless renewal process.
  • Prepare and deliver presentations for both fully-insured and self-funded accounts.
  • Support annual enrollment meetings and develop communication strategies.
  • Identify opportunities for growth and share insights with the sales team.
  • Foster innovation by generating new ideas and improving processes.

Here's what you'll bring to the role:

  • A strong ability to build and maintain relationships with clients, team members, and vendors.
  • The skills to explain complex issues clearly, whether in person, over the phone, or in writing.
  • A proactive approach to managing multiple tasks and meeting deadlines.
  • A commitment to ethical behavior and upholding Gallagher's values.
  • A willingness to learn, grow, and mentor others.

Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Life & Health licensing is required.

Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.

Competitive compensation. Comprehensive benefits programs designed to support your well-being. Career development opportunities and ongoing learning. A collaborative, people-first culture with accessible leadership. The opportunity to do meaningful work with global reach and local impact.