Client Service Associate
Arthur J Gallagher & Co
Branch Client Service Associate I
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. 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.
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.
Arthur J Gallagher & Co$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- The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail...SuggestedWork at officeMonday to Friday
$65k - $75k
A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships. This is a hands-on role for someone who enjoys client service...SuggestedRemote work- Location: Austin, TX Employment Type: Full-Time 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...SuggestedFull time
$50k - $70k
Overview Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning... ...-time (Monday - Friday 8:30 AM - 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 - 5 years’ of operational...SuggestedFull timeRemote workMonday to Friday- Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You will be the first point of contact for Plan Sponsors,... ...sponsors, providing data-driven insights, and participating in client calls to relay status and remediation progress. #J-18808-...Work at office
- A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation....Work at office
- GemHarvest Executive Recruiting in Austin is seeking a Registered Client Service Associate to support high-net-worth clients and assist a lead advisor. This position emphasizes client service and financial operations, ideal for someone keen on supporting a growing advisory...
- Charles Schwab in Austin, TX is seeking an International Services ECG Associate to handle inbound chat messages and secure messages from international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing inquiries...
$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- Charles Schwab in Austin, TX seeks an International Services ECG Associate to handle inbound chats and secure messages for international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing. The role emphasizes...
$60k - $75k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling...Work at officeLocal areaFlexible hours- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- ...professional in Austin, TX to deepen relationships with existing clients, gather information for opening new accounts, and evaluate... ...needed. Candidates should have 3–5 years in securities/financial services, FINRA registrations (Series 7 and 66), and state licenses. #J-...
- ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of... ...navigate issues that occur to provide best-in-class customer service Determine how to maximize profitability with the freight...Work experience placementCasual workWork at officeLocal areaRelocationRelocation packageDay shift
- CliftonLarsonAllen LLP is seeking a Client Success Associate to optimize the client experience lifecycle. You will help develop software client... ...retention, and higher NPS scores within a dynamic professional services environment. Responsibilities include onboarding,...Local area
- ...more, and we are looking for innovative and passionate people like you to help us! THE ROLE: FloSports is looking for a Client Success Associate - Track & Field to join our Sports Management Software Team. In this role, you'll play a vital support function in maintaining...Temporary workImmediate startFlexible hoursNight shiftWeekend work
- Dimensional Fund Advisors in Austin, Texas is looking for an Associate to support the Global Client Group. The role includes assisting Regional Directors,... ...a Bachelor's degree, a strong interest in Financial Services, and at least 2 years of relevant experience. An...
- ...business, and opening retail stores around the world. We invite you to join team TravisMathew. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs...Weekend workAfternoon shift
- CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry... ...help you. CLA is seeking a Client Success Associate. This role assists with the optimization of...Work at officeLocal areaNight shift
- Wolters Kluwer Austin is seeking a Customer Success Associate to be the primary contact for clients and to support the Business Licensing team’s day-to-day operations. You will manage communications, coordinate licensing requests, maintain accurate records, and ensure timely...
- ...professional communication Work with BD and carrier counterparts to navigate issues that occur to provide best‑in‑class customer service Determine how to maximize profitability with available freight by looking at appointment times, flexibility, and other attributes...Work experience placementCasual workWork at officeLocal areaRelocation packageDay shift
- ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Slaughter & South Congress Branch, you will be... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- FloSports, a world-class sports media company, is seeking a Client Success Associate - Track & Field to join our MileSplit data team in Austin. You will help gather, post, and verify Track & Field and Cross Country results, ensuring accuracy and timely updates for our...
$365k - $420k
...international law firm in Austin, Texas, is seeking an experienced associate specialized in trust and estate planning with a minimum of... ...experience. Candidates will be integral to the Private Client Services Group, assisting clients with complex estate and tax issues,...$140k - $166k
...legal counsel, manage the preparation and filing of employment-based nonimmigrant and immigrant petitions, and ensure high-quality client service delivery.You will serve as a trusted advisor, guiding clients and their employees through immigration processes with empathy,...Permanent employmentFull timeH1bRemote work- ...Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Work at officeRemote workFlexible hoursShift work
- Walmart Stores | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | Responsibilities: Greet customers and assist at checkout; Process returns/refunds and handle transactions; Maintain area cleanliness and stocking; Answer customer...Immediate start
$3,000 - $4,999 per month
...Career Opportunities: Family Services Specialist I (20198) Posting ID 20198 -Posted 08/1... ...agencies, providers of services for DFPS clients, stakeholders, attorneys, judges and legislators... ...client outcomes. Collects regional data associated with projects to monitor performance...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location... ...Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service...Hourly payFull timeWork at officeLocal areaMonday to Friday
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