Client associate • usa
At Gallagher, we help businesses grow, communities thrive, and people prosper.As a Client Associate, you’ll be part of a collaborative team that values your growth and development.In this role, you...Show more
About Rockefeller Capital Management.Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services...Show more
Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser...Show more
We're looking for a Client Relations Associate who is passionate about client experience, proactive support, and relationship building.This role will focus on managing a portfolio of clients, ensur...Show more
Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team.In this role you will service increasingly complex, multigenerational families with significa...Show more
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...Show more
Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...Show more
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...Show more
Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth management...Show more
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Winchester, VA branch.In this team-critical role, ...Show more
Valitana is a rapidly growing FinTech startup providing cutting-edge SaaS solutions for institutional investors.Founded in 2017, our platforms have advanced financial analysis, trade flow, and port...Show more
Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Show more
The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod.The Tactical Advisor leads the effort in performing and executing tasks and...Show more
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...Show more
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...Show more
Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Show more
Private Wealth Client Service Associate.The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associ...Show more
Respond to client requests for new project initiatives through our centralized technology.Collaborate with various members of the production team to assess the scope of work and produce cost and ti...Show more
Wealth Management Client Associate.Firm: Ausperity Private Wealth.Salary Range: $65,000-$85,000 (commensurate with experience).Location: Moorestown, NJ (On-Site, Monday-Friday).Ausperity Private We...Show more
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
Overview
At Gallagher, we help businesses grow, communities thrive, and people prosper. As a Client Associate, you’ll be part of a collaborative team that values your growth and development. In this role, you’ll gain hands-on experience in the employee benefits sector, learning the business and developing the skills to make independent client-related decisions. Join us to build your career in a culture defined by The Gallagher Way, where integrity, teamwork, and excellence are at the heart of everything we do. How you'll make an impact In this role, you’ll support account teams in delivering exceptional service to Gallagher’s clients. You’ll learn the employee benefits Client Service Cycle, ensuring a seamless renewal process and helping retain business. By familiarizing yourself with Gallagher’s resources and professional standards, you’ll improve efficiency and quality in client deliverables. You’ll assist with preparing RFPs, coordinating vendor responses, and creating client presentations. Through hands-on learning, you’ll observe open enrollment meetings, participate in client calls, and maintain accurate records in the Document Management System (DMS). Here’s what you’ll do: Build positive relationships in your office and support administrative tasks as needed. Complete Gallagher’s Employee Benefits curriculum and learn from your team. Exemplify the highest ethical standards and promote The Gallagher Way. About You Here’s what you’ll bring to the role: A high school diploma/equivalent and 1+ year of directly applicable experience. Proficiency in Microsoft Office and basic math skills. Exceptional organizational skills and the ability to manage your time wisely. A collaborative mindset and eagerness to support your team. Interest in building knowledge of Gallagher tools, systems, and shared resources. 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.
