Client Service Associate
Gallagher Benefit Services, Inc.
Branch Client Service Associate I
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.
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.
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...SuggestedInternshipLocal area
- ...6 Responsibilities Serve as first level of support to existing clients, managing and coordinating the completion of all language projects... ..., educating the project team, and providing a high level of service. Monitor and communicate project progress, ensure strict adherence...SuggestedLocal area
$50k - $70k
...Overview Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning... ...-time (Monday – Friday 8:30 AM – 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 – 5 years’ of operational...SuggestedFull timeRemote workMonday to Friday- ...The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail...SuggestedWork at officeMonday to Friday
$65k - $75k
A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships. This is a hands-on role for someone who enjoys client service...Remote work- Location: Austin, TX Employment Type: Full-Time About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with...Full time
- Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You will be the first point of contact for Plan Sponsors,... ...sponsors, providing data-driven insights, and participating in client calls to relay status and remediation progress. #J-18808-...Work at office
- GemHarvest Executive Recruiting in Austin is seeking a Registered Client Service Associate to support high-net-worth clients and assist a lead advisor. This position emphasizes client service and financial operations, ideal for someone keen on supporting a growing advisory...
- A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation....Work at office
- Charles Schwab in Austin, TX is seeking an International Services ECG Associate to handle inbound chat messages and secure messages from international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing inquiries...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$60k - $75k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling...Work at officeLocal areaFlexible hours$365k - $420k
...based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized... ...controversy matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant...- Charles Schwab in Austin, TX seeks an International Services ECG Associate to handle inbound chats and secure messages for international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing. The role emphasizes...
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office- ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Slaughter & South Congress Branch, you will be... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...today! Who We Want This role will focus on mastering the basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will...Work experience placementCasual work
- Dimensional Fund Advisors in Austin, Texas is looking for an Associate to support the Global Client Group. The role includes assisting Regional Directors,... ...a Bachelor's degree, a strong interest in Financial Services, and at least 2 years of relevant experience. An...
- ...business, and opening retail stores around the world. We invite you to join team TravisMathew. 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...Weekend workAfternoon shift
- ...professional communication Work with BD and carrier counterparts to navigate issues that occur to provide best‑in‑class customer service Determine how to maximize profitability with available freight by looking at appointment times, flexibility, and other attributes...Work experience placementCasual workWork at officeLocal areaRelocation packageDay shift
- ...more, and we are looking for innovative and passionate people like you to help us! THE ROLE: FloSports is looking for a Client Success Associate - Track & Field to join our Sports Management Software Team. In this role, you'll play a vital support function in maintaining...Temporary workImmediate startFlexible hoursNight shiftWeekend work
- FloSports, a world-class sports media company, is seeking a Client Success Associate - Track & Field to join our MileSplit data team in Austin. You will help gather, post, and verify Track & Field and Cross Country results, ensuring accuracy and timely updates for our...
$365k - $420k
...international law firm in Austin, Texas, is seeking an experienced associate specialized in trust and estate planning with a minimum of... ...experience. Candidates will be integral to the Private Client Services Group, assisting clients with complex estate and tax issues,...$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location... ...Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service...Hourly payFull timeWork at officeLocal areaMonday to Friday$15 - $17 per hour
...Superstore continuously strives to create a family culture for our Associates – driven by our vision to inspire people through golf and tennis. Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services,...Hourly payWork at officeImmediate startFlexible hoursNight shift- ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...high ethical standards and delivering exceptional client service Previous experience in sales, finance, or customer-...Remote jobFlexible hours
- ...Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Work at officeRemote workFlexible hoursShift work
$140k - $166k
...legal counsel, manage the preparation and filing of employment-based nonimmigrant and immigrant petitions, and ensure high-quality client service delivery.You will serve as a trusted advisor, guiding clients and their employees through immigration processes with empathy,...Permanent employmentFull timeH1bRemote work$70.35k - $196k
...Are:Accenture is a global professional services company with leading capabilities in digital... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace... ...equivalent (6 years) work experience. If an Associate's Degree, 3 years of work experience is...Full timeWork experience placementLive inWork at officeLocal area
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