Client associate • irvine ca
At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team.In this role, you’ll help clients solve challenges and deliver tailored insurance solutions.You’ll work... Show more
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis... Show more
Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT.Do you love talking to people and helping them take the first step when they’re stressed, ove... Show more
Your mission will be to deliver personalized premium client experience by demonstrating the expertise with curiosity/humility, connecting creating true long-term relationships with clients, making ... Show more
Client Service Senior Associate.Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use... Show more
We appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ... Show more
Senior Associate Of Client Success.Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm.As an Oracle NetSuite partner operating under a T... Show more
Ebizcharge Software Demonstration Specialist.Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing wit... Show more
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more
Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more
Client Solutions Associate/Purchasing Agent.Pak West, a division of Blower Dempsay Corporation, is a family-owned business in the heart of Santa Ana.Our mission is to help businesses flourish throu... Show more
WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch.Monitors and maintains operation... Show more
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more
Account Associate (AA), Private Client Group.PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of f... Show more
Better Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions.We're strengthening our operations, refining our systems, and bu... Show more
Tactical & Operational Leadership.Responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of accounts.Functions at a st... Show more
This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA.We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with exc... Show more
Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial servi... Show more
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p... Show more
The average salary range is between $ 54,275 and $ 80,000 year , with the average salary hovering around $ 60,206 year .
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
Overview
At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients solve challenges and deliver tailored insurance solutions. You’ll work closely with colleagues to ensure every client interaction is meaningful and impactful. This is your chance to be part of a team that values collaboration, growth, and service excellence. How you'll make an impact How You’ll Make an Impact You’ll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates of insurance, you’ll handle important tasks that keep our operations running smoothly. You’ll also collaborate with team members to improve workflows, nurture client relationships, and maintain accurate data. Your work will directly contribute to delivering high-quality results and meeting compliance standards. Here’s what you’ll do: Contribute to the renewal process by delivering timely and high-quality solutions to support client retention and satisfaction Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. Work with Client Service and Production teams to improve processes, meet goals, and maintain high productivity standards. Conduct regular audits to ensure compliance with regulations and service standards. Use Gallagher’s technology to enhance productivity and deliver quality results. Manage multiple priorities effectively, ensuring all tasks are completed on time. Build strong relationships with clients and their representatives, ensuring they feel supported and valued. About You Here’s what you’ll bring to the role: A high school diploma or GED. Minimum of 1+ years relevant work experience. Proficiency in Microsoft Office A desire to build relationships and deliver results. Adaptability and resilience in managing shifting priorities. A collaborative mindset to work with teams across Gallagher. About You Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships. Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. #LI-KK2 Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. 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 At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
