Client Associate
Gallagher
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. Overview 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. How You'll Make An Impact 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: Must obtain Life and Health license within the first 60-90 days of employment, if not already licensed. 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. Minimum core benefits you’ll get depend 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 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. #J-18808-Ljbffr
$50.1k - $82.8k
...Client Service Representative Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed...SuggestedPart timeWork experience placementWork at officeImmediate start- A regional wholesale insurance firm in Littleton, Colorado is seeking a client-focused Associate Underwriter. The ideal candidate will have a minimum of 4 years' experience in Property & Casualty insurance brokerage, strong communication skills, and the ability to manage...Suggested
$75k - $85k
...Denver, you'll be joining a practice founded in 1984 and built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes...SuggestedPermanent employmentWork at officeLocal area$26.5 - $42 per hour
...Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA...SuggestedHourly paySeasonal workShift workDay shift- ...Registered Wealth Management Client Associate Denver, Colorado To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Client Engagement Associate Denver, CO DELTA |v| Forensic Engineering, Inc. DELTA |v| Forensic Engineering is one of the recognized leaders in motor vehicle analysis and accident reconstruction in the United States. Our company serves the legal, insurance, and transportation...Work at officeLocal areaImmediate start
$37.13k - $61.88k
...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Bank of America is seeking a dedicated professional to provide excellent client service and ensure timely and accurate responses to client needs. The role requires FINRA certifications and demands a strong client-centric mindset while managing relationships. Candidates...Hourly pay
$58k - $72k
...we’re more than ourselves. Want to find out more? Visit ubs.com/careers. Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for...Full timeWork at officeFlexible hours- TalentLink Solutions, a boutique Registered Investment Advisory firm in Denver, is looking for a Client Service Associate to join their high-performing team. This role involves managing client relationships, overseeing office operations, and ensuring a seamless client...Work at office
$37.13k - $61.88k
PNC is hiring a Client Experience Associate in Parker, CO. The role emphasizes delivering a unique customer experience aimed at improving financial wellbeing while engaging in proactive sales strategies and fostering client loyalty. This position does not require a degree...$58k - $80k
Overview UBS is seeking a Client Associate to provide operational and administrative support to Financial Advisors. The role is part of the DOD SkillBridge training program for transitioning U.S. Armed Services members. Only individuals approved for DOD SkillBridge will...Full timeTraineeshipWork at office- Unum is seeking a Client Manager Associate (CMA) in Denver, Colorado, to be responsible for proactive customer management and retention. The CMA will design and execute integrated strategies for assigned customers while collaborating with internal teams for effective service...Flexible hours
- SRS Acquiom Inc. is seeking a Relationship Associate for the Institutional Client Relations team in Denver, CO. This role involves being the administrative contact for clients including venture capitalists and executives during significant M&A transactions. The ideal candidate...Remote job
$60k - $75k
IMA Financial Group, Inc., based in Denver, Colorado, is seeking a Client Service Representative. This role serves as the primary operational interface for clients focused on delivering responsive support and enhancing client relations through proactive solutions. The...$26.5 - $42 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...connect with individuals who have requested information about available benefits. You’ll guide conversations, provide support, and help clients navigate their options—all while building valuable skills and long-term career growth. What You’ll Be Doing Meet with clients...Remote workFlexible hours
$18 - $19 per hour
...Client Services Associate Lone Tree, Colorado, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The...Temporary workWork experience placementImmediate start- ...Client Services Associate / Travel (Remote) Denver, Colorado, United States About the Job About Us: We are a trusted travel services organization dedicated to delivering seamless booking experiences and personalized travel support. Our team partners with top travel...Remote job
- ...expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm's primary... ...Must be able to work closely with the other client service associates, and management. Strong oral and written communication skills...Local area
$34.65k - $85k
...Registered Client Service Associate Registered 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, individuals in this role...Temporary workWork at officeLocal area- A financial services firm in Denver seeks a Registered Client Service Associate to support Financial Advisors and provide outstanding service to clients. This role involves building relationships, managing accounts, and ensuring an exceptional client experience. Candidates...
- A boutique Registered Investment Advisory firm in Denver’s Cherry Creek neighborhood is seeking an exceptional Client Service Associate to join a close-knit, high-performing team. We deliver best-in-class wealth management services to a select clientele, and we’re looking...Work at office
$45k - $65k
...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office- ...provider is seeking motivated individuals for a fully remote position in Denver, United States. In this role, you will connect with clients seeking information on available benefits, guide them through various programs, and provide ongoing support. Ideal candidates will...Remote jobFlexible hours
$34.65k - $85k
Position Summary Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area$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$34.65k - $85k
Morgan Stanley in Denver, Colorado, is looking for Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Candidates should have strong interpersonal skills and a detail-oriented mindset. This position requires knowledge...Work at office$58k - $80k
UBS in Denver is seeking a Client Associate to provide operational and administrative support to Financial Advisors. Candidates must have Series 7 and either Series 66 or 65/63 to be considered registered. This full-time position comes with a competitive salary range of...Full time$34.65k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!

