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Client associate • usa

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Client Associate

Client Associate

Arthur J Gallagher & CoJacksonville, FL, US
[job_card.full_time]
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 feel supporte...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

AmerantbankMiami, FL, US
[job_card.full_time]
The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they dev...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Rockefeller FinancialWalnut Creek, CA, United States
[job_card.full_time]
About Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

AmerantCoral Gables, FL, United States
[job_card.full_time]
The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they dev...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Alpha WealthHemet, CA, US
[job_card.full_time]
The Client Associate position works with Alpha Wealth Management.We are seeking a Client Associate to join our growing wealth management team. This is an entry-level to early-career position ideal f...[show_more][last_updated.last_updated_variable_days]
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Client Associate

Client Associate

Tennessee StaffingMemphis, TN, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Financial Advisor(s) collea...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

California StaffingSeal Beach, CA, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a client associate in wealth and investment management as part of wells fargo advisors. Assist financial advisor(s) collea...[show_more][last_updated.last_updated_1_day]
  • [promoted]
Client Associate

Client Associate

NYC StaffingNew York, NY, US
[job_card.full_time]
Since 1882, Dow Jones has been finding new ways to bring information to the world's top business entities.Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to...[show_more][last_updated.last_updated_variable_days]
Client Associate - Associate Advisor

Client Associate - Associate Advisor

Precision Wealth Strategies LLCSt Louis, MO, United States
[job_card.full_time]
The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and...[show_more][last_updated.last_updated_30]
Client Associate

Client Associate

Wells FargoGrand Rapids, MI, United States
[job_card.full_time]
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

UBSNashville, TN, United States
[job_card.full_time]
Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker?.We're looking for a Client Associate to : . Welcome and assist clients and visitors, providing an...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

Michigan StaffingGrand Rapids, MI, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Financial Advisor(s) collea...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

RBC Capital Markets, LLCWalnut Creek, CA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTDallas, TX, US
[job_card.full_time]
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with...[show_more][last_updated.last_updated_30]
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Client Associate

Client Associate

Raymond James FinancialAlexandria, VA, US
[job_card.full_time]
At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns wit...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

Ohio StaffingDefiance, OH, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Financial Advisor(s) collea...[show_more][last_updated.last_updated_variable_days]
Client Associate / Senior Client Associate

Client Associate / Senior Client Associate

Royal Bank of CanadaPittsburgh, PA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Senior Client Associate, become ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

Amerant BankCoral Gables, Florida, United States
[job_card.full_time]
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they ...[show_more][last_updated.last_updated_1_day]
Client Associate

Client Associate

D.A. DavidsonBozeman, MT, US
[job_card.full_time]
Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.We are dedicated to conducting our business in accordance with the highest standards of ...[show_more][last_updated.last_updated_30]
Client Associate

Client Associate

Arthur J Gallagher & CoJacksonville, FL, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Gallagher Benefit Services

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 feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

How you'll make an impact :

  • Accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support.
  • Contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating / margin targets and fostering a culture of performance and continuous improvement.
  • Supporting the business priorities of Production team members and the Client Service function. Adhering to efficiency / productivity and process standards such as data and documents requirements, timelines, tool usage, etc.
  • Assists with the Branch's overall workflow processes. Creates documents, certificates, etc. using appropriate systems and resources, which may include communications, forms, certificates, reports, etc.

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.
  • Compensation and benefits :

    We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve : Medical / dental / vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include : Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...

    We value inclusion and diversity :

    Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.