Associate Client Advisor

3 weeks ago

Houston, Texas, United States Marsh Full time

Marsh is seeking candidates for our open Associate Client Advisor - Casualty within our Energy & Power practice.

What can you expect:

  • Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence.
  • In this Associate Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients.
  • Helps identify the need for new products and develops innovative solutions for clients.
  • Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary.
  • Delivers technical expertise in the delivery and presentation of RFP's
  • Work with various Energy Property Insurance markets to place Marsh clients with for best terms and conditions available in the market place.

What's in it for you?

  • Gain exposure to key stakeholders and have the ability to make strong business connections.
  • An opportunity for long term growth within a dynamic and growing business unit.
  • Ability to make an immediate impact to support our book of business and growth of the organization.
  • Exceptional benefits, great time off and additional perks that come with working at Marsh.

We will count on you to:

  • Acts as lead advisory colleague on smaller, less complex books of business.
  • Develops renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions.
  • Analyzes quotes from carriers and provides analysis to more senior Advisory colleagues and/or clients to assist with developing solutions and renewals.
  • Supports more senior Advisory colleagues to reach business goals and RFP's through research and document preparation to support and assist the design, development, and marketing of new insurance and risk products.
  • Manages follow-up on coverage changes with underwriters to ensure the coverage specifications are correct.
  • Builds and maintains client and market contact at appropriate levels to execute effectively on client's program.

What you need to have:

  • 2-3 years Property Commercial Experience, & Energy & Power experience preferred
  • P&C license a must, or ability to obtain
  • Bachelors' degree preferred

What makes you stand out?

  • Ability to build strong relationships and build rapport with internal colleagues, clients and carriers.
  • Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm.
  • Being able to be part of a collaborative team and feel that you can make an immediate impact.

Marsh is the world's leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit , follow us on LinkedIn and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

  • Property Client Advisor

    1 month ago

    Houston, Texas, United States Marsh Full time

    Marsh is seeking candidates for our open Client Advisor position based in our New York City or Houston offices:Property Client Advisor – Energy & PowerWhat can you expect: Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you...

  • Registered Client Associate

    1 month ago

    Houston, Texas, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Senior Client Relations Advisor

    2 weeks ago

    Houston, Texas, United States Charles Schwab Full time

    Your Opportunity At Charles Schwab, you are encouraged to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to 'challenge the status quo' and reshape the financial services landscape collaboratively. Our branch network plays a crucial role within the larger Investor Services division,...

  • High Net Worth Client Advisor

    5 days ago

    Houston, Texas, United States BOK Financial Full time

    About the RoleAs a Private Wealth Advisor at BOK Financial Corporation Group, you will be responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses, and similar entities. You will have the autonomy to focus on diverse service offerings, including our Registered Investment Advisor (RIA)...

  • Commercial Risk Client Advisor

    1 week ago

    Houston, Texas, United States Baldwin Risk Partners Full time

    The Baldwin Group is a distinguished, entrepreneur-driven insurance brokerage firm renowned for its expertise in delivering tailored Commercial Insurance and Risk Management solutions. We specialize in Private Insurance, Employee Benefits, Asset Protection, and comprehensive Risk Mitigation strategies for clients across the U.S. and internationally. Our...

  • Client Advisor

    1 day ago

    Houston, Texas, United States Bottega Veneta Full time

    Job SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Houston Galleria. As a Client Advisor, you will be responsible for providing exceptional customer service, meeting and exceeding sales goals, and building strong relationships with clients.Key ResponsibilitiesSales and Customer Service: Meet and exceed monthly sales...

  • Wealth Management Client Associate

    6 days ago

    Houston, Texas, United States Fidelity Investments Full time

    High Net Worth Client AdvisorA distinguished financial services firm is in search of a High Net Worth Client Advisor. This position allows for remote work, complemented by occasional face-to-face interactions. The preferred candidate will possess a Series 7 license and have 2-3 years of experience in the financial sector. Exceptional customer service and...

  • Wealth Management Client Associate

    1 week ago

    Houston, Texas, United States Fidelity Investments Full time

    High Net Worth Client AdvisorA distinguished financial services firm is in search of a High Net Worth Client Advisor. This position allows for remote work, complemented by occasional face-to-face interactions. The preferred candidate will possess a Series 7 license along with 2-3 years of relevant experience in the financial sector. Exceptional customer...

  • Client Engagement Advisor

    2 weeks ago

    Houston, Texas, United States Neiman Marcus Group Careers Full time

    About Neiman Marcus Group:Neiman Marcus Group stands as a premier luxury retailer, celebrated for its innovative spirit and dedication to cultivating a culture of inclusion. As a Client Advisor specializing in jewelry, you will be instrumental in transforming luxury interactions for our esteemed clientele. Your primary duties will encompass:Upholding a...

  • Client Relationship Financial Advisor

    5 days ago

    Houston, Texas, United States Fidelity Investments Full time

    Job Overview:Utilizing your exceptional expertise and unwavering integrity, you will earn the trust of clients as you guide them through their financial journeys. Join a team that is equally committed to your growth, offering premier products, advanced technology, and a top-tier investment platform. Here, you will cultivate enduring relationships with...

  • Wealth Management Client Associate

    1 week ago

    Houston, Texas, United States Fidelity Investments Full time

    High Net Worth Client AdvisorA distinguished financial services firm is in search of a High Net Worth Client Advisor. This position allows for remote work, complemented by occasional face-to-face meetings. The successful candidate should possess a Series 7 certification along with 2-3 years of relevant experience in the financial sector. Exceptional customer...

  • Bilingual Client Success Advisor

    2 weeks ago

    Houston, Texas, United States ICIS Full time

    Company OverviewICIS is committed to enhancing the efficiency of global resources. By focusing on delivering clarity to international markets, we assist organizations in making sustainable and informed choices. Our extensive perspective on commodity markets provides essential data and insights to businesses aiming to navigate global supply chains...

  • Senior Client Relationship Advisor

    2 weeks ago

    Houston, Texas, United States BankTalent HQ Full time

    Position Overview:We are seeking a Senior Client Relationship Advisor to become a vital part of our Private Banking division. The successful candidate will be responsible for a variety of essential functions, including:Key Responsibilities:Overseeing all Premier Wealth Management support initiatives, special projects, and internal compliance...

  • Client Relationship Associate in Wealth Management

    1 week ago

    Houston, Texas, United States Inscription Capital Full time

    We are seeking a proactive Client Relationship Associate within our Wealth Management division who excels in managing multiple responsibilities, possesses outstanding communication abilities, and approaches challenges with a solution-oriented mindset. The ideal candidate is open to constructive feedback, eager to learn, and consistently demonstrates...

  • Lead Client Service Specialist

    5 days ago

    Houston, Texas, United States Linscomb Wealth Full time

    Position Title: Senior Client Relations Associate Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: Client Services Overview The Senior Client Relations Associate (Senior CRA) exhibits exceptional expertise in all aspects of client service operations, engaging with both new and established client partnerships, as well as collaborating with...

  • Senior Wealth Management Advisor

    2 weeks ago

    Houston, Texas, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 organization, is a globally esteemed, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is dedicated to delivering innovative financial services and expert guidance to the world's most successful individuals, families, and institutions by adhering to our...

  • Senior Wealth Management Advisor

    1 week ago

    Houston, Texas, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a distinguished Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and guidance to the world's most affluent individuals, families, and institutions, grounded in our core principles of service, expertise, and...

  • Senior Client Relations Advisor

    1 week ago

    Houston, Texas, United States USI Holdings Corporation Full time

    Overview: The role entails the independent and proactive management of designated Premier clients within Client Tiers 2 and 3 (High Net Worth & Affluent). Responsibilities encompass a variety of tasks including renewal marketing, addressing client inquiries, and conducting comprehensive annual reviews that include a detailed risk assessment of current and...

  • Lead Client Service Specialist

    2 weeks ago

    Houston, Texas, United States Linscomb Wealth Full time

    Position Title:Senior Client Service AssociateReports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment: CLTSRVSummary:The Senior Client Service Associate (Senior CSA) exhibits exceptional expertise in all Client Service Associate roles, collaborating with both new and established client partnerships, as well as internal Linscomb Wealth (LW) team...

  • Wealth Management Advisor

    5 days ago

    Houston, Texas, United States Fidelity Investments Full time

    Position Overview:As a trusted advisor, your exceptional expertise and unwavering integrity will inspire confidence in our clients. Join a dedicated team that prioritizes your growth through innovative product offerings, advanced technology, and a premier investment platform. Here, you will cultivate enduring relationships with clients, providing them with...