Client Service Associate
$41.2k - $76.8kOliver Wyman
Client Service Associate, Business Insurance Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life: As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the client's needs and expectations are met. Among your diverse and challenging responsibilities, you will coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets according to the marketing process and workflow guidelines outlined in the Resource Guide. You will also support the process for issuing and managing certificates of insurance, preparing client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, as well as any other client facing interactions during the year. All Client Service Associates can expect ongoing professional development opportunities that include On-The-Job Training with both management and team members, mentorship, career pathing and Tuition Assistance. Our future colleague. We would love to meet you if your professional track record includes these skills and experiences: At least one year of Property & Casualty Insurance experience, preferably within a brokerage environment Very effective oral and written communication skills as well as client relationship building skills High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint Exceptional time management and organization skills Active insurance license or willingness to obtain it within 3 months of employment These additional qualifications are a plus, but not required to apply: A college degree in Risk Management, Business or another related program Exposure to Applied Epic We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area$245k - $330k
Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least 2-4 years of law firm experience in trust and estates and experience working with high net worth individuals...SuggestedPrivate practiceWork at office$245k - $330k
Private Client Services Associate AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional...SuggestedPrivate practiceWork at office$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$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...SuggestedTemporary workWork at officeRemote workHome officeNight shift$90k - $120k
...Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution, strong service delivery and...Full timeWork at office$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...Work at officeLocal areaRemote workWork from homeWorldwide$35.36k - $90k
...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Temporary workWork at officeLocal area- ...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...Work at officeLocal area
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
$50k - $55k
...boutique personal insurance brokerage is seeking an Entry-Level Clerical Associate to provide essential administrative and customer support. The role involves assisting senior team members, managing client files, and responding to customer inquiries. Ideal candidates will...- ...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...
$80k - $95k
...Job Overview About the Role: The team: The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage...Local area- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
$45k - $50k
...Medicare Rights Center ( is a national, nonprofit consumer service organization that works to ensure access to affordable... ...stakeholders to improve the Medicare program. The Position—Client Services Associate Medicare Rights is seeking a full-time Client Services...Full timeRemote work$80k - $100k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client...Work at officeRemote work$95k - $125k
...Company overview Nomura is a global financial services group with an integrated network... ...of disciplined entrepreneurship, serving clients with creative solutions and considered thought... ...Opportunity Employer Seniority level Associate Employment type Full‑time Job function...Full timeRelocation packageFlexible hours- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
- ...A leading primary research platform is seeking an Associate to join their Client Services team in New York. In this front-line role, you will manage expert engagements, influence client outcomes, and navigate tight timelines in a dynamic environment. The ideal candidate...Internship
$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- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients...Work experience placement
- ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
$96k - $127k
...A global insights firm in New York is looking for a Client Services Associate to enhance their career in a fast-paced role. You'll engage experts, manage client needs, and participate in a dynamic work culture. With a combined salary of $96,000–$127,000, including a base...$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office$95k - $115k
...patients in their complex journey from diagnosis to initiating and remaining on therapy to achieve optimal health outcomes. Client Solutions Associate In the role of Client Solutions Associate you will support multiple life sciences clients through platform implementation...Work at officeRelocationFlexible hours- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and... ...York and our affiliate offices around the globe. Client Service Associate New York, NY Responsibilities Responding to daily...Permanent employmentLocal areaWorldwide
$53.9k - $80.7k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...Work at officeImmediate startFlexible hours$61.2k - $71.7k
...Up Justice NYC has provided free legal services for low- and moderate-income individuals... ...families throughout New York City. Our clients live in rapidly gentrifying neighborhoods... ...affirmed. Position Summary The Client Services Associate will be responsible for providing direct...Work experience placementLive inWork at officeLocal areaRemote work- ...Client Services Associate, Private Markets A growing private markets business is looking for a Client Services Associate to support the launch, onboarding, and ongoing servicing of alternative investment products distributed through global wealth and financial intermediary...
$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...
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