Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Associate

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 Skills 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 Qualifications Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred: Must obtain Life & Health License within the first 30 days of employment, if not already licensed Associate's degree. Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills, professional certification, or equivalent training and experience preferred. Previous experience managing client relations 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 reimbursement Paid 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. Inclusion and Diversity 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Associate in Glendale, CA vacancy
  • Arthur J. Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits Client Service Cycle, participate in client interactions, and help maintain records... 
    Suggested
    Work at office

    Arthur J. Gallagher & Co. (AJG)

    Glendale, CA
    1 day ago
  • $50k - $70k

     ...passion for helping others and excellent communication skills. Responsibilities include providing information and assessments to a client base of healthcare professionals, supporting workflow processes, and managing client interactions. The role offers a hybrid work location... 
    Suggested
    Full time
    Work at office

    The Shield Group

    Glendale, CA
    4 days ago
  • Gallagher is seeking a Client Associate in Glendale, California to support account teams and deliver exceptional service to clients. This position involves developing industry knowledge through hands-on learning and working closely with experienced team members. The ideal... 
    Suggested
    Shift work

    Gallagher

    Glendale, CA
    2 days ago
  • $70k - $76k

    Responsibilities Maintain and update client information in firm systems to support accurate records and client service. Assist with educating clients on basic account services and features, escalating questions as needed. Support the preparation of reports and materials... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    Beverly Hills, CA
    1 day ago
  • Equitable Advisors in Los Angeles is seeking a wealth manager to build client relationships and develop personalized financial strategies. Ideal candidates have a bachelor's degree and relevant licenses including Life & Health, SIE, Series 7, and Series 66. They should... 
    Suggested

    Equitable Advisors

    Los Angeles, CA
    2 days ago
  • A leading financial institution is looking for a Private Client Investment Associate to support Private Client Advisors in Wealth Management. Responsibilities include providing client service, operational marketing, and administrative support, including managing account... 

    JPMorgan Chase & Co.

    South Pasadena, CA
    2 days ago
  • SUMMARY OF POSITION: The Client Relations Associate is responsible for assisting with the customer service, efficiency, and productivity of the Maintenance team to which they are assigned. This includes supporting Account Managers, Superintendent, and Field staff with... 
    For contractors
    For subcontractor
    Work at office
    Local area

    Crestview Landscape

    Los Angeles, CA
    16 hours ago
  •  ...services firm in California is seeking an individual to support Advisors in their business operations. Responsibilities include managing client relationships, operational tasks such as account opening, and promoting firm services. Candidates must hold a Series 7 license or... 

    JPMorganChase

    South Pasadena, CA
    2 days ago
  • $25 - $44 per hour

    Merrill Wealth Management - Client Service Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    4 days ago
  • $80k - $100k

    Client Associate - Wealth Management for Professional Athletes A boutique wealth management firm specializing in serving professional athletes and high‑net‑worth clients is seeking a Client Associate to join its growing team. This role is ideal for someone who is detail... 
    Work at office
    Local area
    Flexible hours

    Jobot

    Los Angeles, CA
    2 days ago
  • CIM in Los Angeles is seeking an Institutional Client Associate to join its Americas institutional sales team. This role offers exposure to fundraising initiatives and engagement with institutional asset owners, providing a strong foundation for a successful career. The... 

    CIM

    Los Angeles, CA
    3 days ago
  • $15k

     ...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive...  ...At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft... 
    Hourly pay
    Work experience placement
    Work at office
    Local area

    D.A. Davidson

    Pasadena, CA
    1 day ago
  •  ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service... 
    Immediate start

    SteelPeak Wealth

    Los Angeles, CA
    2 days ago
  • $20 - $27 per hour

     ...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client... 
    Work at office

    East West Bank

    Pasadena, CA
    2 days ago
  •  ...Client Relations & Lifestyle Associate We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social and business environments. You'll interact closely with distinguished clients, helping... 

    Worthland

    Los Angeles, CA
    16 hours ago
  •  ...business owners and hiring managers, introducing our staffing services, and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive great service and support. No experience in sales? That’s... 
    Work at office
    Local area

    Go-Staff, Inc

    Los Angeles, CA
    6 days ago
  • $70.3k - $99.9k

    Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work... 
    Local area

    JPMorgan Chase

    Los Angeles, CA
    2 days ago
  • Jobot is seeking a Client Associate for its boutique wealth management firm in Los Angeles, specializing in professional athletes and high-net-worth clients. The successful candidate will provide exceptional client service by managing day-to-day account activities and... 
    Flexible hours

    Jobot

    Los Angeles, CA
    2 days ago
  • $18 - $22 per hour

    Thrive Pet Healthcare in Los Angeles is seeking enthusiastic individuals for their Client Care Team. This role is vital in providing support to pet parents during hospital visits. Candidates should have at least two years of customer service experience (preferably in veterinary... 
    Hourly pay
    Shift work

    Thrive Pet Healthcare

    Los Angeles, CA
    3 days ago
  • $70k - $80k

    A leading financial services firm is seeking a Client Associate in Beverly Hills, CA to provide exceptional client service and support. The role involves maintaining client information, educating clients about services, and assisting in report preparation. Candidates should... 
    Full time
    Work at office

    UBS

    Beverly Hills, CA
    1 day ago
  • A respected financial services firm located in Los Angeles is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. In this role, you'll support Financial Advisors and clients by coordinating onboarding processes,... 

    JPMorgan Chase

    Los Angeles, CA
    2 days ago
  • $94k - $141k

    For additional information, please review .## Client Experience Associate SAFE ACT, Assistant Vice PresidentThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments... 
    Full time

    Citibank (Switzerland) AG

    Beverly Hills, CA
    1 day ago
  • $100k - $120k

    Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate... 
    Permanent employment
    Work at office
    Local area

    Gaynor Staffing

    Los Angeles, CA
    3 days ago
  • $45k - $85k

     ...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 and creative problem solver to join our growing team. This essential role helps to provide... 
    Work experience placement
    Work at office

    Raymond James

    Los Angeles, CA
    4 days ago
  • Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to... 
    Work at office

    Beacon Pointe

    Los Angeles, CA
    1 day ago
  • Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment... 
    Work at office

    Beacon Pointe

    Los Angeles, CA
    2 days ago
  • $45k - $85k

     ...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 and creative problem solver to join our growing team. This essential role helps to provide... 
    Work experience placement
    Work at office

    BBF Wealth

    Los Angeles, CA
    3 days ago
  • Arthur J. Gallagher & Co. (AJG) is seeking a Financial and Actuarial Associate in Glendale, California. In this role, you will perform financial analyses for clients, offer consultations based on analytical findings, and mentor team members. The ideal candidate will hold... 

    Arthur J. Gallagher & Co. (AJG)

    Glendale, CA
    1 day ago
  • $100k - $120k

    Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should... 
    Work at office

    Gaynor Staffing

    Los Angeles, CA
    2 days ago
  • Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal... 

    AscendHire

    Los Angeles, CA
    16 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Associate. Be the first to apply!