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 ...
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 ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT
Midvale, UT · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to ...
Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT
Midvale, UT · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to ...
Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Quick apply
Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
Client Success Associate Role: The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
Client Success Associate Role: The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
Client Service Associate
$13.75 - $19/hr
Client Success Associate Role: The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan ...
Client Service Associate
$13.75 - $19/hr
Client Success Associate Role: The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan ...
Client Service Associate
Sandy, UT · On-site
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Quick apply
Client Service Associate
Sandy, UT · On-site
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
$45K - $50K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
$45K - $50K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
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Senior Associate Tax Advisor & Client Manager
Lehi, UT · On-site
$75K - $85K/yr
Senior Associate Tax Advisor & Client Manager Company: Cox Advisory & Tax Location: Lehi, UT (Hybrid Options Available) Compensation: $75,000 - $85,000 Base Salary + Accelerated Production Bonuses ...
Quick apply
Be Seen First
Senior Associate Tax Advisor & Client Manager
Lehi, UT · On-site
$75K - $85K/yr
Senior Associate Tax Advisor & Client Manager Company: Cox Advisory & Tax Location: Lehi, UT (Hybrid Options Available) Compensation: $75,000 - $85,000 Base Salary + Accelerated Production Bonuses ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Private Client Advisor
South Jordan, UT · On-site
$100K - $180K/yr
About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...
Private Client Advisor
South Jordan, UT · On-site
$100K - $180K/yr
About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...
Field Customer/Tech Training Instructor
South Jordan, UT · Remote
$72K - $77K/yr
Consistent and positive client/associate learner interactions. * Provide workflow-oriented learning and solutions * Provides consultative learning on advanced topics and makes recommendations on best ...
Quick apply
Field Customer/Tech Training Instructor
South Jordan, UT · Remote
$72K - $77K/yr
Consistent and positive client/associate learner interactions. * Provide workflow-oriented learning and solutions * Provides consultative learning on advanced topics and makes recommendations on best ...
Client Associate information
See Vineyard, UT salary details
$17K - $21.7K
3% of jobs
$21.7K - $26.5K
1% of jobs
$26.5K - $31.2K
9% of jobs
$31.2K - $36K
6% of jobs
$37.7K is the 25th percentile. Wages below this are outliers.
$36K - $40.8K
16% of jobs
$40.8K - $45.5K
11% of jobs
The median wage is $47.2K / yr.
$45.5K - $50.3K
11% of jobs
$50.3K - $55K
14% of jobs
$56.3K is the 75th percentile. Wages above this are outliers.
$55K - $59.8K
15% of jobs
$59.8K - $64.5K
11% of jobs
$64.5K - $69.3K
3% of jobs
$17K
$46.8K
$69.3K
How much do client associate jobs pay per year?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
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.

Arthur J. Gallagher & Co. rating
7.7
Based on 92 frontline employees who took The Breakroom Quiz
201st of 301 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
What skills will make me successful in this role?
- You have excellent verbal and written communication skills
- Actively approach issues that could impact client retention
- Capable of developing professional relationships with internal and external partners
- You are resilient and adaptable in the face of shifting priorities
- You seek to learn about your team and help the branch meet their goals
- You actively seek to develop professional skills
- Aim to improve personal efficiency and productivity
- You are able to clarify priorities/requests and manage your time wisely
- You are eager to support the team
- You are interested in building a knowledge of Gallagher tools, systems and shared resources
- We look for the people who go the “Extra Mile” to achieve results
- We are a collaborative team and look for teammates who are capable of meeting deadlines
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.
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Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
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.
#LI-KK2
Education:UNAVAILABLEEmployment Type: FULL_TIMEWhat Arthur J. Gallagher & Co. employees say
Pay
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About Arthur J. Gallagher
Sourced by ZipRecruiter
Industry
Insurance services
Company size
10,000+ Employees
Headquarters location
Rolling Meadows, IL, US
Year founded
1927