Client Associate
Gallagher
Introduction 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 What skills will make me successful in this role? You have excellent verbal and written communication skills Actively approach issues that could impact client retention Capable of developing professional relationships with internal and external partners You are resilient and adaptable in the face of shifting priorities You seek to learn about your team and help the branch meet their goals You actively seek to develop professional skills Aim to improve personal efficiency and productivity You are able to clarify priorities/requests and manage your time wisely You are eager to support the team You are interested in building a knowledge of Gallagher tools, systems and shared resources We look for the people who go the "Extra Mile" to achieve results We are a collaborative team and look for teammates who are capable of meeting deadlines 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 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. Below are the minimum core benefits you’ll get, depending 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 reimbursementPaid 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 Gallagher
- ...management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and... ...the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:...SuggestedFull timeWork at officeMonday to Friday
- Gallagher in Rockville, MD is looking for a Client Associate who will support account teams by delivering exceptional services to clients. You’ll gain hands-on experience in managing client relationships and learn the business through collaboration with experienced team...Suggested
$45k - $80k
Raymond James is seeking a Registered Client Service Associate in Rockville, Maryland. This vital role provides high-quality administrative support to financial advisors and clients, managing multiple tasks in a fast-paced environment. Candidates should have effective...Suggested- Spirehouse is seeking a Private Client Solicitor for a long-term contract located in Central England. This role involves managing a diverse caseload focusing on wills, LPAs, and probate matters. The ideal candidate will have a PQE of 4+ years, with part-time hours preferred...SuggestedLong term contractPart timeWork at office
$45k - $80k
...Registered 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 Registered Client Service Associate who is a motivated, detail oriented...SuggestedWork experience placementWork at office$34.32k - $90k
...Registered Client Service Associate 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...Temporary workWork at officeLocal area- ...Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Work at officeLocal area
$74.39k - $103.81k
Citigroup Inc. is seeking a Licensed Client Service Associate in Bethesda, Maryland. This role involves delivering wealth management services and requires strong communication skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...$74.39k - $103.81k
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...- A technology company for mortgage solutions is seeking a Client Support Associate to deliver exceptional customer service. This role focuses on engaging with clients through various channels and resolving issues efficiently. Strong communication skills and a minimum of...Remote jobAfternoon shift
- Medium is offering a work-from-home opportunity in financial services aimed at protecting families. The position values integrity, growth, and making a positive impact. Ideal candidates will have strong communication skills, a genuine desire to help others, and the ability...Remote jobWork from home
$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week- Position Client Support Associate - LOS Company Overview LendingPad, Corp. 7901 Jones Branch Drive, McLean, VA 22102 LendingPad is a fast-growing Loan Origination System (LOS) built for the modern mortgage institution. The suite of products includes a point of sale (...Full timeWork at officeRemote workMonday to FridayAfternoon shift
- AO Garcia Agency in Germantown, Maryland, is seeking dedicated individuals for a work-from-home financial services position. This role focuses on protecting families and making a positive impact in their lives through financial guidance. The ideal candidate should have ...Remote jobWork from home
- Morgan Stanley is seeking Registered Client Service Associates in Potomac, Maryland. This role is essential for enhancing client service and requires a dual focus on client relationship management and administrative support for Financial Advisors. The ideal candidate should...
- ...Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and... ...over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda location...Full timePart timeWork at office
- Citi is seeking a Licensed Client Service Associate to provide wealth management services in Bethesda, Maryland. The role requires strong communication skills, risk assessment, and compliance to enhance the reputation and effectiveness of Citi's services. The ideal candidate...
- Threadneedle Group, located in Bethesda, MD, is looking for an experienced Client Service Associate to provide exceptional service to clients. The role involves managing client relationships, assist with marketing efforts, and providing necessary support to ensure a seamless...
- ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate...Work experience placementWork at office
$21 per hour
...with tokens and taxi vouchers. These may include court, medical appointments, social services, and housing agencies, and to pick up client belongings that were left behind. ~ Assists with Child Care duties as requested and with weekly recreational and leisure time...Full timeSummer workSeasonal workImmediate startShift workNight shiftAfternoon shift$21 - $23 per hour
...demonstrating respect and cultural awareness during interactions with clients. Ability to travel throughout the assigned region and... ...with patients with chronic and behavioral health needs. Associates degree or higher from an accredited college preferred. Demonstrated...Hourly payRemote work$80k - $110k
...writing-intensive practice that values deep thinking, strong advocacy, intellectual curiosity, and excellent client service. We are looking for an associate attorney who is intelligent, thoughtful, collaborative, and genuinely enjoys legal writing and problem-...Temporary workWork at officeLocal area$75k - $85k
...active bar admission, and strong organizational and writing skills. The role involves reviewing case documents and communicating with clients. The starting salary ranges from $75,000 to $85,000, with medical benefits and a matching 401k. This position is remote but...Remote job- English Document Reviewer Contact Review - Washington, DC Location: Remote Start Date: Negotiable EXPERIENCE & QUALIFICATIONS Familiarity with document review workflows (Privilege/Responsiveness Review, Redactions, Conceptual Searching, First and Second Review, etc....Contract workRemote work
- System One is seeking a Healthcare Customer Service Advocate II to work in a remote capacity, supporting customers in a call center environment. Responsibilities include answering inquiries about benefits, claims, eligibility, and billing, alongside documenting interactions...Remote jobPermanent employment
- Tenaglia & Hunt, P.A. is seeking a Maryland barred attorney to join their regional law firm in Rockville. The role involves managing litigation cases, including discovery and court appearances, with an opportunity for younger attorneys to receive training from experienced...
- A leading financial institution in Rockville is seeking a Branch Ambassador to enhance customers' banking experience. You will connect with customers, ensure compliance with banking policies, and support various branch operations. Candidates should have at least a High ...
$21 per hour
JSSA in Rockville, MD is seeking a Residential Advocate to provide direct support to survivors of domestic violence. Responsibilities include ensuring safety, assisting with daily tasks, and coordinating activities. A high school diploma is required, and experience in a...Full timeShift work- Robertson, Anschutz, Schneid, Crane & Partners, PLLC is seeking an Associate Attorney to manage foreclosure cases in Hunt Valley, MD. This role includes mentoring from experienced counsel and managing various legal responsibilities, including advocacy and compliance reviews...Remote job
- .... Draft pleadings, correspondence, and agreements. Maintain client relationships by communicating with them often and explaining... ...depositions. Work effectively with all team members. Attend CLEs, bar association events, business development, and networking functions....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!


