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
- ...Wealth Management Client Associate North Bethesda, Maryland 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 for...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...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....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$70k - $90k
...Financial Advantage Associates, founded in 1997, is an independently owned financial advisory firm serving the Washington, DC metropolitan... ..., estate planning, and college funding, we work closely with clients to help them navigate life's most important financial...SuggestedFull timeWork at office- ...industry, partnering with independent wealth management practices nationwide. Our client—a highly respected, well-established 6 billion AUM RIA — is seeking a Senior Client Service Associate to join their team. This role has an accelerated career track into leadership....SuggestedWork at officeFlexible hours
- ...and 40+ locations across the country, we are here to serve our clients beyond what is expected. This position will join the Potomac,... ...high‑net‑worth families and business owners. As a Client Service Associate, you will be responsible for managing client communications and...SuggestedWork experience placementWork at office
- ...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:...Full timeWork at officeMonday to Friday
$65k - $72.5k
Pathstone, a wealth management firm in Potomac, MD, is seeking an individual to support the Client Advisory Team in providing exceptional service to clients. Responsibilities include assisting in the communication and implementation of client investment strategies, drafting...- ...About the Job Louis Vuitton Tysons Galleria is seeking an organized, motivated and results oriented Client Care Associate to join its team! A Client Care Associate will be an ambassador of the Brand, with a special and strong emphasis on after sales service. You will ensure...
- Choreo, a wealth management firm in Potomac, MD, seeks a Client Service Associate to manage client communications and deliver superior service. The role involves coordinating workflows, liaising between clients and advisors, and ensuring high-quality service delivery....
$55k - $65k
Focus Partners in Bethesda, Maryland is seeking a Client Service Associate to enhance client relationships and ensure seamless operational support. This role involves working closely with Wealth Advisors, managing multiple requests across various platforms, and delivering...- Ameriprise Financial Services, LLC is seeking an experienced Client Service Associate to join their team in Bethesda, Maryland. This full-time role involves managing client communications, preparing meeting materials, and supporting marketing initiatives. The ideal candidate...Full time
- ...and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals Maintain in-depth knowledge of apparel each...Part timeWeekend workAfternoon shift
- ...goals and deliver exceptional service Connect with in-store clients and develop and retain a following of repeat clients to drive... ...maintaining a workplace that celebrates the diversity of our associates, supporting them to bring their authentic selves to work every...Part timeWeekend workAfternoon shift
- ...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 officeWork from homeShift workDay shift
- ...Client Services Associate The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local...Work at officeLocal areaImmediate startMonday to Friday
$55k - $75k
...Job Summary Registered Client Service Associate – Supports financial advisors and their prospective and existing clients, and other branch staff team members. This role provides high-quality administrative support to advisors in a fast-paced, task-oriented environment...Work experience placementWork at office$70k - $115k
...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...Temporary workWork at officeLocal area$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$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...$60k - $80k
...Client Service Associate Company Overview Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the...Work experience placementWork at office- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and...Full timePart timeWork at office
$55k - $65k
...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 financial planning, delivering personalized advice...InternshipWork at officeLocal areaRemote work2 days per week$55k - $75k
...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication... ..., Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver...Work experience placementWork at office- Morgan Stanley in McLean, VA is seeking a Business Development Associate to support Financial Advisors and Private Wealth Advisors. This role focuses on client experience, relationship building, and cross-functional collaboration with practice strategy consultants, business...
- Morgan Stanley in McLean, VA is seeking a Business Development Associate to assist Financial Advisors and Private Wealth Advisors with client service, portfolio tools, and marketing support. You will help cultivate relationships with clients and internal partners, and...
$60k - $65k
...Client Development Associate (Hybrid) - Rockville, MD Base Salary: $60,000-$65,000 + Bonus Location: Rockville, MD Schedule: Hybrid after training is complete About the Opportunity Our client is a well-established organization that provides specialized...Full timeLocal area- 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
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 financial planning, delivering personalized advice aligned with...InternshipWork at officeLocal areaRemote work2 days per week$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients...Work experience placementWork at office- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!


