Senior Client Associate
San Diego, CA · On-site
Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions.
San Diego, CA · On-site
Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions.
San Diego, CA · On-site
Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions.
Irvine, CA · On-site
Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions.
Irvine, CA · On-site
Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions.
Walnut Creek, CA · On-site
$85K - $110K/yr
Managing Partners / Senior Client Associate Type: Full-Time, In Person Join Our Team at Soteris Private Wealth - Soteris Private Wealth is an independent advisory firm based in Walnut Creek, CA ...
Walnut Creek, CA · On-site
$85K - $110K/yr
Managing Partners / Senior Client Associate Type: Full-Time, In Person Join Our Team at Soteris Private Wealth - Soteris Private Wealth is an independent advisory firm based in Walnut Creek, CA ...
San Francisco, CA · On-site
$90 - $120/hr
The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth ...
San Francisco, CA · On-site
$90 - $120/hr
The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth ...
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
Walnut Creek, CA · On-site
$100K - $120K/yr
For the Sr. Client Service Associate Manager position the base salary range is $100,000.00 to $120,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We ...
Walnut Creek, CA · On-site
$100K - $120K/yr
For the Sr. Client Service Associate Manager position the base salary range is $100,000.00 to $120,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We ...
As a senior registered client associate, you'll play an important role within the team leading client service focus. Your skills and experience • series 7 and 66 licenses • ideally 5 years of ...
As a senior registered client associate, you'll play an important role within the team leading client service focus. Your skills and experience • series 7 and 66 licenses • ideally 5 years of ...
A Client Associate services clients and provides operational and administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years of ...
A Client Associate services clients and provides operational and administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years of ...
San Diego, CA · On-site
$65 - $80/hr
Salary Range: $65,000.00 To $80,000.00 Annually Senior Client Relationship Associate Location: La Jolla, CA Schedule: Full-Time, 100% Onsite Base Salary: $65,000-$80,000 Target Total Cash ...
San Diego, CA · On-site
$65 - $80/hr
Salary Range: $65,000.00 To $80,000.00 Annually Senior Client Relationship Associate Location: La Jolla, CA Schedule: Full-Time, 100% Onsite Base Salary: $65,000-$80,000 Target Total Cash ...
La Jolla, CA · On-site
$65K - $80K/yr
Senior Client Relationship Associate Location: La Jolla, CA Schedule: Full-Time, 100% Onsite Base Salary: $65,000-$80,000 Target Total Cash Compensation: Approximately $95,000-$120,000+, based on ...
Quick apply
La Jolla, CA · On-site
$65K - $80K/yr
Senior Client Relationship Associate Location: La Jolla, CA Schedule: Full-Time, 100% Onsite Base Salary: $65,000-$80,000 Target Total Cash Compensation: Approximately $95,000-$120,000+, based on ...
San Francisco, CA · On-site
$75 - $110/hr
The Senior Client Service Associate anticipates client service and advisor support needs, resolves routine service issues before they escalates, and coordinates effectively across advisory ...
San Francisco, CA · On-site
$75 - $110/hr
The Senior Client Service Associate anticipates client service and advisor support needs, resolves routine service issues before they escalates, and coordinates effectively across advisory ...
$80K - $111K/yr
The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be ...
$80K - $111K/yr
The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be ...
San Francisco, CA · On-site
$80K/yr
What You'll Be Doing The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client ...
San Francisco, CA · On-site
$80K/yr
What You'll Be Doing The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client ...
$80K - $111K/yr
The Senior Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. What We're Looking For Assist with all ...
$80K - $111K/yr
The Senior Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. What We're Looking For Assist with all ...
$20 - $30/hr
The Senior Client Services Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. * Work closely with Private Bankers or Private ...
$20 - $30/hr
The Senior Client Services Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. * Work closely with Private Bankers or Private ...
Irwindale, CA · On-site
$75 - $90/hr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
Irwindale, CA · On-site
$75 - $90/hr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
Irwindale, CA · On-site
$40K - $51K/yr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
Irwindale, CA · On-site
$40K - $51K/yr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
$41K - $52K/yr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
Quick apply
$41K - $52K/yr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
Irwindale, CA · On-site
$40K - $51K/yr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
Irwindale, CA · On-site
$40K - $51K/yr
We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data ...
Pasadena, CA · On-site
$20/hr
The Senior Client Services Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. Responsibilities * Work closely with Private ...
Pasadena, CA · On-site
$20/hr
The Senior Client Services Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. Responsibilities * Work closely with Private ...
$28.6K - $38K
17% of jobs
$43.5K is the 25th percentile. Wages below this are outliers.
$38K - $47.3K
14% of jobs
$47.3K - $56.6K
4% of jobs
$56.6K - $65.9K
14% of jobs
The median wage is $67.2K / yr.
$65.9K - $75.3K
12% of jobs
$75.3K - $84.6K
9% of jobs
$89.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $93.9K
11% of jobs
$93.9K - $103.3K
9% of jobs
$103.3K - $112.6K
6% of jobs
$112.6K - $121.9K
3% of jobs
$121.9K - $131.3K
1% of jobs
$28.6K
$73.2K
$131.3K
A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.
As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.
To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.
For Senior Client Associate jobs in California, the most frequently searched job titles are:
The top searched job categories for Senior Client Associate jobs in California are:
Cities in California with the most Senior Client Associate job openings:

Support the renewal process by delivering timely and high-quality solutions to support client retention and satisfaction
Support new business activity by handling new business applications, compiling client information, and preparing proposals
Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher's systems
7.6
Based on 93 frontline employees who took The Breakroom Quiz
218th of 315 rated insurance
At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients solve challenges and deliver tailored insurance solutions. You’ll work closely with colleagues to ensure every client interaction is meaningful and impactful. This is your chance to be part of a team that values collaboration, growth, and service excellence.
How You’ll Make an Impact
You’ll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates of insurance, you’ll handle important tasks that keep our operations running smoothly. You’ll also collaborate with team members to improve workflows, nurture client relationships, and maintain accurate data. Your work will directly contribute to delivering high-quality results and meeting compliance standards.
Here’s what you’ll do:
About You
Here’s what you’ll bring to the role:
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
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
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_TIMEGet the full story on Breakroom
Sourced by ZipRecruiter
Insurance services
10,000+ Employees
Rolling Meadows, IL, US
1927