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 ...
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 ...
Client Associate
Cincinnati, OH · On-site
UBS Financial Services is looking to hire an Investment Associate to join the portfolio management ... to ensure client assets are invested in line with investment objectives, and providing market ...
Client Associate
Cincinnati, OH · On-site
UBS Financial Services is looking to hire an Investment Associate to join the portfolio management ... to ensure client assets are invested in line with investment objectives, and providing market ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: Serve as the first point of contact by managing inbound client calls and initiating outbound calls as ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: Serve as the first point of contact by managing inbound client calls and initiating outbound calls as ...
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. We ...
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. We ...
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. We ...
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. We ...
Private Client Associate - Independence, OH
$13.25 - $18.25/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Private Client Associate - Independence, OH
$13.25 - $18.25/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Private Client Associate - Independence, OH
$13.25 - $18.25/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Private Client Associate - Independence, OH
$13.25 - $18.25/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Receives inbound client/associate inquiries via phone, web chat, e-mail, and online ticket * Creates case logs, record information, establish resolution time, follow up on issues, and escalate ...
Receives inbound client/associate inquiries via phone, web chat, e-mail, and online ticket * Creates case logs, record information, establish resolution time, follow up on issues, and escalate ...
Receives inbound client/associate inquiries via phone, web chat, e-mail, and online ticket * Creates case logs, record information, establish resolution time, follow up on issues, and escalate ...
Receives inbound client/associate inquiries via phone, web chat, e-mail, and online ticket * Creates case logs, record information, establish resolution time, follow up on issues, and escalate ...
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
High School diploma or equivalent Provides dedicated support to all Client Associate positions HR ASSISTING OFFICE COORDINATION OFFICE ADMIN Additional Information $16/hr 12 MONTHS
High School diploma or equivalent Provides dedicated support to all Client Associate positions HR ASSISTING OFFICE COORDINATION OFFICE ADMIN Additional Information $16/hr 12 MONTHS
Qualifications 3+ years client service environment dedicated support to all Client Associate positions Ensures key contact list for all clients is maintained and available Ensures there is a current ...
Qualifications 3+ years client service environment dedicated support to all Client Associate positions Ensures key contact list for all clients is maintained and available Ensures there is a current ...
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc ...
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc ...
CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
New
CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
New
Commercial Lines Client Advisor
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Commercial Lines Client Advisor
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Commercial Lines Client Advisor
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Commercial Lines Client Advisor
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Personal Lines Client Advisor
$36K - $49K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Personal Lines Client Advisor
$36K - $49K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Personal Lines Client Advisor
Crestview Hills, KY · On-site
$36K - $49K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Personal Lines Client Advisor
Crestview Hills, KY · On-site
$36K - $49K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Client Associate information
See Cincinnati, OH salary details
$17.8K - $22.7K
3% of jobs
$22.7K - $27.7K
1% of jobs
$27.7K - $32.7K
9% of jobs
$32.7K - $37.6K
6% of jobs
$39.4K is the 25th percentile. Wages below this are outliers.
$37.6K - $42.6K
16% of jobs
$42.6K - $47.6K
11% of jobs
The median wage is $49.3K / yr.
$47.6K - $52.6K
11% of jobs
$52.6K - $57.5K
14% of jobs
$58.9K is the 75th percentile. Wages above this are outliers.
$57.5K - $62.5K
15% of jobs
$62.5K - $67.5K
11% of jobs
$67.5K - $72.4K
3% of jobs
$17.8K
$48.9K
$72.4K
How much do client associate jobs pay per year?
What jobs pay 4000 a week without a degree?
Is a client service associate a good job?
What does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
Is Associate the lowest position?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 11 days ago
Arthur J. Gallagher & Co. rating
7.7
Based on 92 frontline employees who took The Breakroom Quiz
197th of 298 rated insurance
Job description
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
About You
Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills.
Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.
Behaviors: 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
Click Here to review our U.S. Eligibility Requirements
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.
Qualifications:Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills.
Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.
Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.
What Arthur J. Gallagher & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Arthur J. Gallagher
Sourced by ZipRecruiter
Industry
Insurance services
Company size
10,000+ Employees
Headquarters location
Rolling Meadows, IL, US
Year founded
1927