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Client associate • concord ca

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Client Associate

Client Associate

Arthur J. Gallagher & Co.Walnut Creek, CA, United States
[job_card.full_time]
At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported...[show_more][last_updated.last_updated_variable_hours]
  • [new]
Client Service Coordinator

Client Service Coordinator

BanfieldConcord, CA, United States
[job_card.full_time] +1
If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. SUMMARY OF JOB PURPOSE AND FU...[show_more][last_updated.last_updated_variable_hours]
Client Experience Associate

Client Experience Associate

PNC Bank NAWalnut Creek , CA
[job_card.full_time]
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions.Educates cus...[show_more][last_updated.last_updated_30]
Client Manager

Client Manager

Marsh McLennanWalnut Creek, CA, US
[job_card.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][last_updated.last_updated_variable_days]
Client Advocate

Client Advocate

TrucordiaConcord, CA, US
[job_card.full_time]
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful b...[show_more][last_updated.last_updated_variable_days]
Associate, Client Services

Associate, Client Services

Century GroupWalnut Creek, CA, United States
[job_card.temporary]
Century Group is an award-winning recruiting and staffing firm that provides top-tier talent to start up, mid-market and Global 1000 enterprises. Our team of driving individuals consists of former a...[show_more][last_updated.last_updated_30]
Client Service Associate (Part-Time)

Client Service Associate (Part-Time)

Tang and CompanyMartinez, CA, United States
[job_card.full_time] +1
OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.The ideal candidate is en...[show_more][last_updated.last_updated_variable_days]
Client Service Associate

Client Service Associate

Morgan StanleyWalnut Creek, CA, US
[job_card.full_time]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...[show_more][last_updated.last_updated_30]
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Client Service Associate Wealth Management

Client Service Associate Wealth Management

Waldron PartnersAlamo, CA, US
[job_card.full_time]
Client Service Associate Wealth Management.Do you thrive on organization, accuracy, and making sure nothing slips through the cracks?. At Waldron Partners, were looking for a.This role is ideal for...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Client Service Manager

Client Service Manager

GallagherWalnut Creek, CA, United States
[job_card.full_time]
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem : a ...[show_more][last_updated.last_updated_variable_days]
Client Manager

Client Manager

Marsh & McLennanWalnut Creek, CA, US
[job_card.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][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Arthur J. Gallagher & Co. (AJG)Walnut Creek, CA, US
[job_card.full_time]
At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Experience Associate

Client Experience Associate

AtticusConcord, CA, US
[job_card.full_time]
At any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives.Atticus makes it eas...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

Tang+CompanyMartinez, CA, US
[job_card.full_time]
OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.The ideal candidate is en...[show_more][last_updated.last_updated_variable_days]
Part Time Client Associate - Broadway Plaza

Part Time Client Associate - Broadway Plaza

TravisMathewWalnut Creek, CA, US
[job_card.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][last_updated.last_updated_variable_days]
Wealth Management Client Associate

Wealth Management Client Associate

Bank of AmericaWalnut Creek
[job_card.full_time]
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

National Financial Partners CorporationPleasant Hill, CA, US
[job_card.full_time]
Lenox Advisors is a full-service, multi-faceted financial services firm.Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in o...[show_more][last_updated.last_updated_variable_days]
  • [new]
Senior Client Service Associate

Senior Client Service Associate

Mariner HoldingsWalnut Creek, CA, United States
[job_card.full_time]
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in?house expertise covering everything from ta...[show_more][last_updated.last_updated_variable_hours]
Client Advisor

Client Advisor

AcrisureWalnut Creek, California, USA
[job_card.full_time]
Do you thrive in an environment where technology data and relationships intersect At Acrisure were redefining what it means to be a sales professional - giving you cutting-edge tools entrepreneuria...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Arthur J. Gallagher & Co.Walnut Creek, CA, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Introduction

At Gallagher Benefit Services, youre 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 its 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. Were 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 youre 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

The Branch Client Service Associate I is 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. This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor. The Branch Client Service Associate I 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 youll 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

    Click Here to review our U.S. Eligibility Requirements

    Inclusion and diversity (I&D) is a core part of our business, and its 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.

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