Client Associate
Cincinnati, OH · On-site
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 ...
Cincinnati, OH · On-site
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 ...
Cincinnati, OH · On-site
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 ...
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 ...
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 ...
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 ...
Cincinnati, OH · On-site
$22.50 - $30/hr
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...
Cincinnati, OH · On-site
$22.50 - $30/hr
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...
Cincinnati, OH · On-site
$22.50 - $30/hr
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...
Cincinnati, OH · On-site
$22.50 - $30/hr
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...
$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 ...
$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 ...
$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 ...
$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 ...
Cincinnati, OH · On-site
$95K - $100K/yr
We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This ...
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Cincinnati, OH · On-site
$95K - $100K/yr
We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This ...
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 ...
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 ...
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 ...
$17.2K - $22.1K
3% of jobs
$22.1K - $26.9K
1% of jobs
$26.9K - $31.7K
9% of jobs
$31.7K - $36.5K
6% of jobs
$38.2K is the 25th percentile. Wages below this are outliers.
$36.5K - $41.4K
16% of jobs
$41.4K - $46.2K
11% of jobs
The median wage is $47.9K / yr.
$46.2K - $51K
11% of jobs
$51K - $55.8K
14% of jobs
$57.1K is the 75th percentile. Wages above this are outliers.
$55.8K - $60.7K
15% of jobs
$60.7K - $65.5K
11% of jobs
$65.5K - $70.3K
3% of jobs
$17.2K
$47.5K
$70.3K
| 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 5 days ago
7.8
Based on 91 frontline employees who took The Breakroom Quiz
168th of 281 rated insurance
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.
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.
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:
Other benefits include:
**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.
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Insurance services
10,000+ Employees
Rolling Meadows, IL, US
1927