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Sr Client Associate Jobs in Washington (NOW HIRING)

Gallagher

Senior Client Associate

Rockville, MD

Overview As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will ...

Purple Strategies

Client Associate

Alexandria, VA · On-site

About The Position The Associate serves as an integral member of client teams, contributing ... Collaborate closely with senior team members, proactively seeking guidance and actioning feedback ...

Purple Strategies

Client Associate

Alexandria, VA · Hybrid

The client associate serves as an integral member of client teams, contributing foundational ... Collaborate closely with senior team members, proactively seeking guidance and actioning feedback ...

Purple Strategies

Client Associate

Alexandria, VA · Hybrid

The client associate serves as an integral member of client teams, contributing foundational ... Collaborate closely with senior team members, proactively seeking guidance and actioning feedback ...

NFP Corp

Associate, Client Service

Annapolis, MD

$14.25 - $19.75/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

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Sr Client Associate information

How does a Sr Client Associate typically collaborate with financial advisors and other team members to support client needs?

As a Sr Client Associate, you will frequently work closely with financial advisors, operations staff, and sometimes compliance teams to ensure seamless client service. Your responsibilities often include preparing account documentation, resolving client inquiries, and coordinating transactions, which require clear communication and teamwork. Building strong relationships with both clients and internal partners is essential, as you act as a liaison and help maintain client satisfaction. This collaborative environment not only supports client retention but also provides opportunities to learn from experienced colleagues and advance within the organization.

What are Sr Client Associates?

Sr Client Associates, or Senior Client Associates, are experienced professionals who support financial advisors or client relationship managers in delivering services to clients. Their responsibilities often include managing client accounts, handling transactions, resolving client inquiries, preparing reports, and ensuring compliance with regulations. They play a key role in maintaining and strengthening client relationships by providing efficient and personalized service. Additionally, Sr Client Associates may mentor junior staff and assist with business development activities. This role typically requires strong communication, organizational skills, and a background in finance or customer service.

What are the key skills and qualifications needed to thrive as a Sr Client Associate, and why are they important?

To thrive as a Sr Client Associate, you need strong client service skills, financial acumen, and experience in financial services, often supported by a bachelor's degree and relevant industry licenses (such as FINRA Series 7 and 63/66). Proficiency in CRM platforms, financial planning software, and office productivity tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities help build client trust and foster lasting relationships. These skills and qualities are essential for ensuring client satisfaction, regulatory compliance, and effective support for financial advisors.

What is the difference between Sr Client Associate vs Client Associate?

AspectSr Client AssociateClient Associate
Required CredentialsBachelor's degree, relevant certifications, experienceBachelor's degree, entry-level experience
Work EnvironmentClient-facing, team collaboration, financial servicesClient-facing, support role, financial services
Employer & Industry UsageFinancial firms, asset management, bankingFinancial firms, banking, investment firms
Common Search & ComparisonHigher responsibility, client interaction, supportEntry-level, support role, learning

The main difference between a Sr Client Associate and a Client Associate lies in experience, responsibilities, and level of client interaction. The Sr Client Associate typically handles more complex client needs, has greater decision-making authority, and requires more experience and certifications. The Client Associate is usually an entry-level role focused on supporting client services. Both roles are common in financial services, but the senior position offers more responsibility and expertise.

What cities in Washington are hiring for Sr Client Associate jobs? Cities in Washington with the most Sr Client Associate job openings:
Sr Client Associate jobs near you

Senior Client Associate

Gallagher

Rockville, MD

Full-time

Medical, Life

Posted 14 days ago

Arthur J. Gallagher & Co. rating

7.7

Company rating: 7.7 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

199th of 300 rated insurance

Job description

Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
 

Overview

As the Senior Client Service Associate you will continue to 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 will 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 become proficient with industry knowledge and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
  • Prepare RFPs, coordinate vendor responses, and create client presentations
  • You begin to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
  • 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
  • Guide junior teammates and support the broader client service team during peak enrollment season
  • 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
  • Capable of developing professional relationships with internal and external partners
  • We are a collaborative team and look for teammates who are capable of meeting deadlines
  • 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
  • You actively approach issues that could impact client retention

About You
  • High School Diploma and 1 year of equivalent work experience. Bachelor’s Degree preferred
  • Proficiency in Microsoft Office
  • Basic Math Skills
  • Life & Health License (or obtained within first 90 days of employment)

#LI-AM3


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:
  • High School Diploma and 1 year of equivalent work experience. Bachelor’s Degree preferred
  • Proficiency in Microsoft Office
  • Basic Math Skills
  • Life & Health License (or obtained within first 90 days of employment)

#LI-AM3

Education:UNAVAILABLEEmployment Type: FULL_TIME

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