The Associate Commercial Risk Client Executive is responsible for the assisting management and ... Shares deep insurance expertise with firm's advisors, account managers and other colleagues to ...
The Associate Commercial Risk Client Executive is responsible for the assisting management and ... Shares deep insurance expertise with firm's advisors, account managers and other colleagues to ...
Associate Advisor
Arlington, VA ยท On-site
$90K - $120K/yr
As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values ... Manage client referrals, ensuring smooth onboarding and integration into the firm. * Conduct ...
Associate Advisor
Arlington, VA ยท On-site
$90K - $120K/yr
As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values ... Manage client referrals, ensuring smooth onboarding and integration into the firm. * Conduct ...
Associate Advisor
Arlington, VA ยท On-site
$90K - $120K/yr
As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values ... Manage client referrals, ensuring smooth onboarding and integration into the firm. * Conduct ...
Associate Advisor
Arlington, VA ยท On-site
$90K - $120K/yr
As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values ... Manage client referrals, ensuring smooth onboarding and integration into the firm. * Conduct ...
Client Service Associate - Greenbelt, MD
Greenbelt, MD ยท On-site
$65K - $85K/yr
Client Service Associate Firm: Stuart Financial Group Location: Greenbelt, MD Overview: Stuart ... Support advisors by preparing for client meetings and ensuring a seamless client experience
Client Service Associate - Greenbelt, MD
Greenbelt, MD ยท On-site
$65K - $85K/yr
Client Service Associate Firm: Stuart Financial Group Location: Greenbelt, MD Overview: Stuart ... Support advisors by preparing for client meetings and ensuring a seamless client experience
Associate, Advisor
Reston, VA ยท On-site
Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...
New
Associate, Advisor
Reston, VA ยท On-site
Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...
New
Associate, Advisor
Reston, VA ยท On-site
Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...
New
Associate, Advisor
Reston, VA ยท On-site
Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...
New
Associate Insurance Advisor
Columbia, MD ยท On-site
We help manage every aspect of our client's financial life, guiding them throughout the process and ... The Associate Insurance Advisor will work directly with clients on both personal and commercial ...
Quick apply
Associate Insurance Advisor
Columbia, MD ยท On-site
We help manage every aspect of our client's financial life, guiding them throughout the process and ... The Associate Insurance Advisor will work directly with clients on both personal and commercial ...
Associate Insurance Advisor
Columbia, MD ยท On-site
We help manage every aspect of our client's financial life, guiding them throughout the process and ... The Associate Insurance Advisor will work directly with clients on both personal and commercial ...
Quick apply
Associate Insurance Advisor
Columbia, MD ยท On-site
We help manage every aspect of our client's financial life, guiding them throughout the process and ... The Associate Insurance Advisor will work directly with clients on both personal and commercial ...
We help manage every aspect of our client's financial life, guiding them throughout the process and ... The Associate Insurance Advisor will work directly with clients on both personal and commercial ...
Quick apply
We help manage every aspect of our client's financial life, guiding them throughout the process and ... The Associate Insurance Advisor will work directly with clients on both personal and commercial ...
Client Service Associate
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Client Service Associate
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Associate, Advisor
Reston, VA ยท On-site
Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...
New
Associate, Advisor
Reston, VA ยท On-site
Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...
New
Client Service Associate
Potomac, MD ยท On-site
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Client Service Associate
Potomac, MD ยท On-site
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Associate Financial Advisor
Mclean, VA ยท Remote
$90K - $110K/yr
... experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique wealth ... We work to be recognized as a client-centric fiduciary providing objective and independent advice ...
Quick apply
Associate Financial Advisor
Mclean, VA ยท Remote
$90K - $110K/yr
... experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique wealth ... We work to be recognized as a client-centric fiduciary providing objective and independent advice ...
Client Service Associate
Potomac, MD ยท On-site
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Client Service Associate
Potomac, MD ยท On-site
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Client Service Associate
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Quick apply
Client Service Associate
$15 - $20.75/hr
In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...
Associate Wealth Advisor
Silver Spring, MD ยท On-site
$75K - $90K/yr
If you have been working in client service or as an associate and are ready to be recognized - and compensated - as the advisor you are becoming, this role was built for you. WHAT YOU'LL DO Support ...
Associate Wealth Advisor
Silver Spring, MD ยท On-site
$75K - $90K/yr
If you have been working in client service or as an associate and are ready to be recognized - and compensated - as the advisor you are becoming, this role was built for you. WHAT YOU'LL DO Support ...
Client Service Associate
Vienna, VA ยท On-site
$14.50 - $20/hr
In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to ...
Client Service Associate
Vienna, VA ยท On-site
$14.50 - $20/hr
In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
Registered Client Service Associate
Bethesda, MD ยท On-site
$34K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
Bethesda, MD ยท On-site
$34K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
Bethesda, MD ยท On-site
$34K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associate
Bethesda, MD ยท On-site
$34K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Associate Client Advisor information
See Washington salary details
$13.61 - $17.05
6% of jobs
$17.05 - $20.49
15% of jobs
$21.21 is the 25th percentile. Wages below this are outliers.
$20.49 - $23.93
19% of jobs
The median wage is $26.11 / hr.
$23.93 - $27.37
16% of jobs
$27.37 - $30.81
15% of jobs
$32.28 is the 75th percentile. Wages above this are outliers.
$30.81 - $34.26
11% of jobs
$34.26 - $37.70
7% of jobs
$37.70 - $41.14
5% of jobs
$41.14 - $44.58
2% of jobs
$44.58 - $48.02
2% of jobs
$48.02 - $51.46
2% of jobs
$13
$29
$51
How much do associate client advisor jobs pay per hour?
What is an associate client advisor?
What is the difference between Associate Client Advisor vs Client Advisor?
| Aspect | Associate Client Advisor | Client Advisor |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; some certifications like CFP may be preferred | Same as Associate Client Advisor, often with more experience or certifications |
| Work Environment | Entry-level or junior role within financial services firms | More senior position with increased client interaction and responsibilities |
| Employer & Industry Usage | Commonly used in banking, wealth management, and financial advisory firms | Used across similar financial sectors, often as a step up from Associate |
The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.
What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?
Is an associate client advisor a good career?
How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?
$100K/yr
Full-time
Re-posted 21 days ago
Job description
- The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.
- Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
- Develops trusted partnerships with key insurance company partners and broker representatives
- Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
- Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
- Assesses final audits to ensure accuracy between client and insurance company partner audit teams' identification of risk.
- Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm's advisors, partners, and leaders through personal integrity and industry expertise.
- Shares deep insurance expertise with firm's advisors, account managers and other colleagues to advise, develop and train.
- Certification(s): None required; CPCU, CIC, CRM, or ARM preferred
- License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
- Excellent verbal and written communication skills that inspire loyalty and commitment from others.
- Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
- Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
- Experience in reviewing, placing, and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
- Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
- Makes sound judgements and decisions based on objective analysis and multiple perspectives.
- Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
- Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
- None
- Fast paced multi-tasking environment
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
- BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.