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 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 At Gallagher, we’re looking for someone who thrives in a collaborative and service‑driven environment. As a Client Associate, you’ll play a key role in supporting our clients and internal teams, helping businesses and communities thrive through integrity, teamwork, and innovation. How You’ll Make An Impact Be the go‑to person for ensuring smooth workflows and providing exceptional client support. Create important documents such as certificates and reports, assist with branch processes, and help maintain high standards of client satisfaction. Contribute to client retention and the overall success of the branch by supporting the production team and client service functions. Required Qualifications High School diploma or equivalent plus at least 1 year of directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred Qualifications Associate’s degree, professional certification, or equivalent training and experience. Previous experience managing client relationships. Behaviors Detail‑oriented and able to manage multiple tasks efficiently. Comfortable using tools and systems to create documents and reports. Committed to meeting deadlines and maintaining high productivity standards. Exceptional organizational skills. Proficient in using technology 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 and high end 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, scope and complexity, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Below are the minimum core benefits you’ll receive; benefits may improve based on your job level. Medical/dental/vision plans, starting from day one. Life and accident insurance. 401(k) and Roth options. Tax‑advantaged accounts (HSA, FSA). Educational expense reimbursement. Paid parental leave. 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 overall wellbeing. Charitable matching gift program. And more… The benefits summary above applies to full‑time positions. If you are not applying for a full‑time position, details about benefits will be provided during the selection process. Inclusion and Diversity We value inclusion and diversity (I&D) as a core part of our business, embedded into the fabric of our organization. Gallagher embraces our employees’ diverse identities, experiences and talents, enabling us to better serve our clients and communities. We are committed to equal employment opportunity and prohibit any form of discrimination by our managers, employees, vendors or customers based on protected characteristics protected by applicable federal, state, or local laws. 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
$85k - $100k
...Client Relationship Associate – Houston, TX Job Description Angeles Wealth Management ("AWM") seeks a detail-oriented, client-focused Client Relationship Associate to support the delivery of a high-quality wealth management experience for clients and advisors. This role...SuggestedWork at officeLocal areaWork from homeMonday to Thursday- ...As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry...SuggestedDaily paidWork at officeRelocation
$100k - $120k
...Client Success Associate Location: This position is remote, with preference to candidates located in Houston. Who we are looking for: ~3-5 years of experience in a Client Success, Account Management, or other customer-facing role. ~ Exceptional...SuggestedWork at officeRemote work- ...As a Client Relationship Associate at Coozmoo Digital Solutions, you’ll support the successful delivery of client projects by managing day-to-day coordination and communication. Acting as a key link between clients and internal teams, you’ll help ensure requirements are...SuggestedFlexible hours
$21.75 - $44.5 per hour
...shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026. Position A Private Advisor teamwithin... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work withour Private Advisorteam membersand...Work at officeLocal area
- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...build a better world of work; think of Gallagher. Client Associate At Gallagher, we're looking for someone who thrives in a collaborative...Full timeLive outWork at officeLocal areaFlexible hours
- ...Rockefeller Capital Management in Houston is looking for a motivated Client Associate to join the Private Advisor team. The role entails working directly with high-net-worth clients, providing top-quality service, and managing account operations. Candidates should possess...Work at office
- ...Private Wealth Client Associate Houston, Texas 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 any new position...Seasonal workWork at officeWork from homeShift workDay shift
- ...Your role * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts...Work at officeFlexible hours
- ...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....Seasonal workWork at officeWork from homeShift workDay shift
- Bank of America in Houston is seeking a motivated Client Service Associate for Merrill Wealth Management. The role involves delivering excellent client support to Financial Advisors and ensuring alignment with bank policy. Candidates should demonstrate a client-centric...
$65k - $85k
...and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California,... ...activities may change from time to time based on business needs. New Client Intake & Vetting (All Customers) Serve as the primary...Work at office- Abipcpa is seeking a Client Accounting Services (CAS) Senior Associate to support our designer and creative industry clients. The role includes managing day-to-day accounting operations, performing full-cycle bookkeeping, and preparing financial statements. The ideal candidate...
- A leading financial services firm in Houston is seeking a Client Associate to enhance the wealth management experience for ultra-high net worth clients. You will support Financial Advisors by managing client onboarding and executing investment trades, along with administrative...
- BNY Mellon is hiring an Associate, Client Processing I in Houston, TX. The role includes providing client service and transactional support, processing account transactions, and collaborating with other teams to ensure service delivery. Candidates should possess a Bachelor...
- Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service...Full timeWork at office
- Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well...Contract workWork at officeLocal areaShift work
- ...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...around the world.Job DescriptionThe Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist...Full timeHome office
- ...Our boutique investment advisory firm is looking for a Client Service Associate who will support the registered financial advisors by providing exceptional service to our clients, financial processing, maintenance, and research. Responsibilities Support the Advisors...Work experience placementWork at office
- ...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....Seasonal workWork at officeWork from homeShift workDay shift
- ...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...
- ...Ameriprise Financial is seeking a Registered Client Service Associate in Houston, Texas. This role involves assisting advisors with client service, managing meetings, and ensuring efficient paperwork submission. The ideal candidate will possess a Bachelor's degree, relevant...Full time
$55k - $60k
...collaboration, and building meaningful connections with partners, clients, and communities. Job Description Job Description We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary...Full time- ...Morgan-Stanley in Houston is seeking a Client Service Associate to support Financial Advisors with client relationships and transactions. This role involves educating clients on digital tools and providing administrative support while ensuring a client-first approach....
- ...Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational/administrative support to Financial Advisors. Responsibilities:...Work at office
- ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general...Work experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand...Full time$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
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