Client Service Associate
Gallagher Benefit Services, Inc.
Client Service AssociateAt 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 client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.At Gallagher, we're looking for a 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.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 clients.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 your team 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 OfficeA desire to build relationships and deliver results.Adaptability and resilience in managing shifting priorities.A collaborative mindset to work with teams across Gallagher.Open to acquiring P&C license within 90 days of employmentPreferred qualifications:An associate's degree, professional certification, or equivalent training.Experience in managing client relationships.Compensation and benefits:At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.Competitive compensationComprehensive benefits programs designed to support your well-beingCareer development opportunities and ongoing learningA collaborative, people-first culture with accessible leadershipThe opportunity to do meaningful work with global reach and local impactAt 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).
$75k - $110k
...accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net...SuggestedFull timeJanuary startWork at office- ...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. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
$35.15k - $90k
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaWork visa$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...SuggestedFull timeWork at office- Morgan Stanley in Los Angeles is seeking a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will help cultivate client relationships, handle money movements, and assist with account documentation and digital tools. Ideal candidates...SuggestedFull time
- Third Bridge Group is seeking an Associate, Client Services to join our fast-growing team with July 2027 start dates. You’ll develop commercial awareness while engaging industry experts by phone to deliver the insights our clients need. You’ll own projects end-to-end,...
- Why Join Us? We’re offering more than a role - we’re offering a career launchpad . As a Client Services Associate, you’ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so...
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...
$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hours- Third Bridge is a leading global research firm seeking an Associate in Client Services to start January 2027. You will engage industry experts to deliver insights for clients, spending much of your day on the phone while building commercial awareness and business acumen...Remote job
- Third Bridge, a global research firm, is looking for a Client Services Associate in Los Angeles, CA. You will develop commercial awareness and business acumen by engaging industry experts and coordinating activities to support investors and business leaders. In a fast-paced...
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...
- 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 people, staying organized, and helping accounts...Full time
- Third Bridge is a leading global research firm helping investors and business leaders access expert insights. The Associate, Client Services role offers a career launchpad with fast progression and internal promotion paths. You’ll spend much of your time on the phone,...
- Third Bridge Group in Los Angeles is seeking an Associate, Client Services to start January 2027. You’ll be at the heart of our business, finding, calling, and engaging industry experts to deliver the insights clients need, often under extremely tight deadlines. You’ll...Remote job
- Benefits Eligible for Dental, Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within a fast-paced financial services environment. This role partners closely with advisors and internal...Work at office
- About the Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. Glendale, AZ | Full-Time We’re looking for a personable and organized Client Services Associate to support...Full time
- Third Bridge is seeking a Client Services Associate in Los Angeles to drive engagement with industry experts and deliver insights to clients on tight deadlines. You’ll own projects end-to-end, cold-call and schedule high-caliber calls, and cross-sell services such as content...Remote job
- Third Bridge is hiring an Associate, Client Services for a July 2027 start. You will find, call, and engage industry experts to deliver the insights our clients need, often under tight deadlines. You’ll build commercial awareness and business acumen, with fast progression...Remote job
- A client services firm in Los Angeles seeks a Client Services Associate to enhance client relationships and ensure positive experiences. In this role, you'll manage accounts, support client requests, and collaborate with teams for service delivery. Ideal candidates have...
$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer service...Work at office$19.61 - $24.51 per hour
...curated assortment of fashion and highly personalized customer service. Through an integrated retail model, we deliver a seamless customer... ...customer service, excels in developing long-lasting client relationships and succeeds at increasing sales volume. If you share...Full timeRemote work$34.32k - $90k
Job Description Registered Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a client...Temporary workWork at officeLocal area$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- ...innovation, and a results-driven mindset. Introduction We are seeking a personable, dependable, and service-oriented Client Service Associate to help build strong client relationships and deliver a positive experience throughout each interaction. This role...Full time
$87.03k - $138.97k
...Job Description Job Description CLIENT SERVICE ASSOCIATE SENIOR - US PRIVATE TRADING OFFICE WHAT IS THE OPPORTUNITY? The Senior Client Service Associate is responsible for executing day-to-day operations of the Private Trading Office and delivering exceptional...Work at officeRemote workShift work- ...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Pasadena, California with over... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for...Full timeWork at officeImmediate start
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