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Client associate • usa

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Client Associate

Client Associate

Arthur J Gallagher & CoGrand Rapids, MI, 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]
  • [promoted]
Client Associate

Client Associate

Rockefeller Capital ManagementJackson, MI, US
[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

Stephens DefaultLittle Rock, AR, US
[job_card.full_time]
Location : Little Rock, AR 72201, USA.Essential Duties and Responsibilities : .Complete new account and transfer account forms. Answer telephones, take messages, make copies, and mail printed material....[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

TravisMathewLas Vegas, NV, US
[job_card.part_time]
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

ServisFirst BankHomewood, AL, United States
[job_card.full_time]
At ServisFirst, Our Name is Our Mission.Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related repo...[show_more][last_updated.last_updated_1_day]
  • [promoted]
Client Associate

Client Associate

Wells Fargo & CompanyBethesda, MD, US
[job_card.full_time]
Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and / or written correspondence.Facilitat...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

LHH Recruitment SolutionsRichmond, VA, United States
[job_card.full_time]
We are seeking a highly organized, personable, and detail-oriented.In this role, you will support financial advisors, enhance the client experience, and help ensure smooth and efficient daily opera...[show_more][last_updated.last_updated_1_day]
  • [promoted]
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_variable_days]
  • [promoted]
Client Associate

Client Associate

UBSLos Angeles, CA, US
[job_card.full_time]
Are you truly service oriented? Do you know how to take care of people?.Detailed salary information : Century City : the salary range for this role is $55000 to $65000. Youll be working in the client ...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTSan Francisco, CA, US
[job_card.full_time]
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 of Jo...[show_more][last_updated.last_updated_30]
Registered Client Associate / Client Associate

Registered Client Associate / Client Associate

RBCNew Orleans, LA, US
[job_card.full_time]
Client Associate / Registered Client Associate.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 Clie...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Rockefeller FinancialFlorham Park, NJ, 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

D.A. DavidsonBoise, ID, 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_variable_days]
Client Associate

Client Associate

GallagherGrand Rapids, MI, United States
[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]
  • [promoted]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

Royal Bank of CanadaLeawood, KS, US
[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_variable_days]
  • [promoted]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

RBC Capital Markets, LLCMinneapolis, MN, US
[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_variable_days]
  • [promoted]
Client Associate

Client Associate

First Citizens Bancshares, Inc.Hickory, NC, US
[job_card.full_time]
This position provides administrative support to FCIS sales associates.Supports new business development by ensuring efficient daily operations. Responsible for documentation and filing, scheduling ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

News Corp. Class ANew York, NY, US
[job_card.full_time]
The Client Associate is a necessary team player, partnering to sell integrated media solutions and partnerships to clients. You will support designated Client Partners to prepare proposals, maintain...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Wells FargoBrentwood, TN, 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_1_day]
Client Associate

Client Associate

Arthur J Gallagher & CoGrand Rapids, MI, 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.

Client Service Associate

As the Client Service Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you will gain the knowledge, skills and abilities to make client-related decisions independently.

How you'll make an impact :

  • Learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
  • We will teach you about Gallagher's vast network of resources to improve efficiency and effectiveness in delivering client materials
  • You familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
  • We assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations
  • You observe how to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
  • You establish positive relationships in your office and support with administrative tasks as needed
  • You will maintain up-to-date records in the Document Management System (DMS)
  • You complete all GBS Employee Benefits curriculum and learn from your team

We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way.

What skills will make you successful in this role?

  • Excellent verbal and written communication skills
  • Actively approach issues that could impact client retention
  • Capable of developing professional relationships with internal and external partners
  • Resilient and adaptable in the face of shifting priorities
  • Seek to learn about your team and help the branch meet their goals
  • Actively seek to develop professional skills
  • Aim to improve personal efficiency and productivity
  • Clarify priorities / requests and manage your time wisely
  • Eager to support the team
  • Interested in building a knowledge of Gallagher tools, systems and shared resources
  • We look for the people who go the "Extra Mile" to achieve results. We are a collaborative team and look for teammates who are capable of meeting deadlines.

    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. Behaviors : Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills, professional certification, or equivalent training and experience preferred. Previous experience managing client relations

    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...

    The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

    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.