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 As the Client 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 You 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 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 Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At 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) #J-18808-Ljbffr Gallagher
- ...Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within Rockefeller Global Family Office. You will be the face of the practice, interact directly with high-net-worth clients, and support the team with meticulous administrative...SuggestedWork at office
- ...well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team within... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members...SuggestedWork at officeLocal area
- ...Client Associate 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...SuggestedWork at officeLocal area
- Rockefeller Capital Management is seeking a Client Associate for our Private Advisor team within the Rockefeller Global Family Office unit. The role focuses on serving high-net-worth clients with meticulous attention to detail, effective communication, and strong organizational...SuggestedWork at office
- Gallagher Benefit Services seeks a Client Associate in Indiana to support account teams and deliver exceptional client service. You’ll learn the Client Service Cycle, assist with RFPs, coordinate vendor responses, and prepare client presentations while keeping records...SuggestedWork at office
$75k - $85k
...We are seeking an experienced Client Service Associate who delivers a white‑glove client experience and serves as relationship manager for complex client and operational workflows to join our Carmel (Indianapolis) office. The ideal candidate brings prior experience from...Full timeWork at officeLocal area- ...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
$75k - $85k
Aaron Wealth Advisors, located in Carmel, IN, seeks an experienced Client Service Associate to provide exceptional client experiences and manage complex workflows. The ideal candidate has 2+ years in a client service role within an RIA or family office, along with proficiency...Full timeWork at office- Arthur J. Gallagher & Co. (AJG) in Carmel, IN seeks an Client Associate to learn industry knowledge and support account teams in delivering exceptional service to Gallagher’s clients. You will learn the business hands-on and gain decision-making abilities under supervision...
- ...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...Full timeFlexible hours
- ...Senior 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours
- ...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...Full timeFlexible hours
- ...Responsibilities Billing support including WIP analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for new projects using Icertis or other software, submission to DocuSign and monitoring statuses...Work at officeLocal areaShift work
$21.75 - $44.5 per hour
...shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeShift workDay shift
- RBC Capital Markets, LLC is hiring a Senior Registered Client Associate in Indianapolis, IN. In this role, you will support financial advisors and clients through relationship building and compliance management. Key qualifications include a Bachelor's degree, Series 7...
$70k
...We are seeking an experienced Client Service Associate who wants to deliver a white‑glove client experience and serve as a relationship manager for complex client and operational workflows. This position is ideal for a service‑oriented professional who thrives in a fast...Full timeWork at office$50k - $65k
...believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering...- ...We’re looking for a Client Service Associate to 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 client meetings, collect the right documentation...Full timeWork experience placementWork at office
- ...About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and...Remote workFlexible hours
- ...Client Service Associate Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions...Work at officeWork from homeFlexible hours
$70k
Windward Recruiting is seeking a Client Service Associate in Carmel, Indiana to deliver a white-glove client experience. This full-time position entails managing complex client relationships and supporting UHNW families. The ideal candidate will have over 2 years of experience...Full time- ...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.
