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

Senior Client Associate

Gallagher Benefit Services, Inc.

Overview At Gallagher, we’re looking for a Senior Client Associate to join our team. This role is all about delivering exceptional service to our clients and supporting our branch operations. You’ll be part of a collaborative environment where your contributions directly impact client satisfaction and retention. If you’re someone who thrives on building relationships and ensuring smooth workflows, this could be the perfect opportunity for you. How you'll make an impact Be at the heart of Gallagher's client service operations. Assist with branch workflows, create essential documents like certificates and reports, and ensure that all processes meet our high standards. By supporting our production team and adhering to timelines and data requirements, you’ll help us deliver on our promise of excellence. Your work will directly contribute to client satisfaction and retention, making a real difference every day. About You Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Appropriate licensing as required. Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships. Experience in client service or administrative support is a plus. Behaviors: A knack for building strong relationships with clients and colleagues. Attention to detail when creating documents and managing workflows. The ability to meet deadlines and follow established processes. A collaborative mindset and a commitment to continuous improvement. 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 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. We value 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Associate in Florida, NY vacancy
  • Fairygodboss is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You'll work closely with Financial Advisors, providing tailored solutions and building strong client relationships. If you're a proactive individual... 
    Senior

    Fairygodboss

    Florida, NY
    2 days ago
  • 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... 
    Senior
    Local area

    JPMorgan Chase & Co.

    Florida, NY
    18 hours ago
  • JPMorgan Chase & Co. is seeking a Client Associate in New York to provide exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors to ensure a personalized wealth management experience, focusing on building strong client... 
    Senior

    JPMorgan Chase & Co.

    Florida, NY
    4 days ago
  • Supports financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective...  ...providing consultation and education regarding the Raymond James and Associates platform. Qualifications Associate’s degree and five (5) years... 
    Senior
    Remote work
    Home office

    100 Raymond James & Associates, Inc.

    Florida, NY
    1 day ago
  • ## Senior Registered Client Service Associate (Hallandale Beach, FL)Applylocations: Hallandale Beach, Florida - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011581**Job Description Summary**Supports Financial advisors and their prospective... 
    Senior
    Work experience placement
    Work at office

    Fwainvest

    Florida, NY
    18 hours ago
  • Carr, Riggs & Ingram is looking for a Senior Associate in Client Accounting & Advisory Services based in New York. This role involves managing client accounts, bookkeeping, payroll, and various consulting services. Candidates should have a Bachelor's degree in accounting... 
    Senior
    Visa sponsorship

    Carr, Riggs & Ingram

    Florida, NY
    2 days ago
  • $90k - $115k

     ...team utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures....  ...related duties. Requirements 3+ years of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and Other Industries... 
    Full time

    Leeds Professional Resources

    Florida, NY
    2 days ago
  •  ...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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Women Veterans Interactive

    Florida, NY
    1 day ago
  •  ...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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Florida, NY
    2 days ago
  •  ...A leading global consulting firm is seeking an M&A Principal/Senior Principal in New York. The role involves executing operational due diligence, creating integration strategies, and managing synergies for M&A initiatives. Ideal candidates will have proven M&A experience... 
    Senior

    Slalom

    Florida, NY
    2 days ago
  • JPMorganChase is seeking a Client Associate in the Town of Florida, New York, to deliver exceptional wealth management services to ultra-high net worth clients. You will manage client onboarding, account maintenance, and provide support to Financial Advisors, ensuring... 

    JPMorganChase

    Florida, NY
    3 days ago
  • JPMorgan Chase & Co. seeks a Client Associate for its Advisors team in Town of Florida, NY. This role focuses on delivering outstanding wealth management services to ultra-high net worth clients, supporting Financial Advisors, and managing client relationships. The ideal... 

    JPMorgan Chase & Co.

    Florida, NY
    2 days ago
  • Merrill Wealth Management, a leading provider of wealth management solutions, is seeking a Client Service Associate to support our Financial Advisors (FAs) and their clients. Role Summary Act as the primary point of contact for FA client service needs, delivering timely... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Florida, NY
    3 days ago
  • Your role Deliver a best-in-class client experience. Elevate the team’s brand. Make the partners more effective. This role sits at the...  ...workflow tool Bachelor’s degree Nice to have Experience supporting senior partners with fast‑turn requests Brand and marketing... 
    Full time
    Work at office
    Flexible hours

    UBS

    Florida, NY
    1 day ago
  • Fairygodboss is looking for a Client Associate at J.P. Morgan Advisors in Town of Florida, NY. In this pivotal role, you'll provide exceptional support to Financial Advisors and their clients while delivering personalized wealth management services to ultra-high net worth... 

    Fairygodboss

    Florida, NY
    2 days ago
  • Bank of America in Town of Florida is seeking a client service support associate to assist multiple Financial Advisors. The role emphasizes operational excellence and client advocacy, ensuring timely and accurate service. Ideal candidates will have a High School diploma... 

    Bank of America

    Florida, NY
    4 days ago
  • BNY is seeking an Associate, Client Processing Representative I for their Global Clearing Ops. This role involves supporting internal and external clients with a focus on quality service and operational execution. The ideal candidate should have 5-7 years of experience,... 

    BNY

    Florida, NY
    18 hours ago
  • Fwainvest is hiring a Registered Client Service Associate in their Palm Beach Gardens, FL office. This role supports Financial Advisors and clients, requiring effective communication and multitasking skills in a dynamic environment. Responsibilities include onboarding... 
    Work at office

    Fwainvest

    Florida, NY
    2 days ago
  • Fwainvest is seeking a Cash Management Associate in the Town of Florida, New York, to support clients and internal teams. This role requires excellent communication and problem-solving skills, along with basic accounting knowledge in a hybrid work environment. The ideal... 

    Fwainvest

    Florida, NY
    18 hours ago
  • $60k - $70k

    Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations. The ideal candidate... 

    Better Talent by Laveer & Co.

    Florida, NY
    3 days ago
  • Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period... 
    Work at office

    Ascendo Resources

    Florida, NY
    1 day ago
  • Brobston Group is looking for a dedicated professional to provide client-focused support for their e-commerce channel and in-store...  ...internal teams to enhance the shopping journey. This role requires an associate degree and experience in e-commerce or digital retail. Strong... 
    Remote job

    brobstongroup.com - Jobboard

    Florida, NY
    18 hours ago
  •  ...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,...  ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high‑producing advisor... 
    Home office

    Ameriprise Financial Services, Inc.

    Florida, NY
    2 days ago
  •  ...Women Veterans Interactive is seeking a dedicated Client Service Support professional for Merrill Wealth Management in New York. The role focuses on providing high-quality client service and fostering strong relationships with clients, ensuring they are educated on all... 
    Work at office

    Women Veterans Interactive

    Florida, NY
    1 day ago
  •  ...Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product... 

    Itau US

    Florida, NY
    1 day ago
  •  ...Position Summary Registered Client Service Associates 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 engaging and utilizing the full... 
    Work at office
    Local area

    Morgan Stanley

    Florida, NY
    2 days ago
  •  ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free...  ...Gallagher. How you'll make an impact The Branch Client Service Associate I is accountable for delivering high quality and efficient... 
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Florida, NY
    1 day ago
  • $60k - $70k

     ...Company Overview Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step...  ...Summary Fellowship Financial Group is seeking a Client Service Associate to join our team in Maitland, FL. This role is essential in supporting... 
    Work at office

    Better Talent

    Florida, NY
    4 days ago
  •  ...The Client Services Associate is a developing professional role. This position identifies policy and applies specialty knowledge in monitoring and assessing processes and data, integrating disciplinary knowledge within their area with an understanding of related industry... 
    Work at office

    Citi

    Florida, NY
    1 day ago
  •  ...A financial services firm in New York is looking for a Client Services Associate to support the Relationship Manager by providing exceptional service to high-net-worth clients. Responsibilities include scheduling meetings and managing all client service requests, as well... 
    Work at office

    Lenox Advisors

    Florida, NY
    1 day ago

Do you want to receive more vacancies?

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