Client Service Associate

1 week ago


Washington, United States Gallagher Full time
Introduction:

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you So, even if you feel that youre close but not an exact match, we encourage you to apply.

Overview:

The Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor.

How you'll make an impact:

The Branch Client Service Associate contributes to key business outcomes such as:

  • Client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and encouraging a culture of performance and continuous improvement
  • Supporting the business priorities of Production team members and the Client Service function
  • Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc.
  • Assists with the Branch's overall workflow processes
  • Crafts documents, certificates, etc. using appropriate systems and resources, which may include communications, forms, certificates, reports, etc.


About you:

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Appropriate licensing as required.

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-WM1

Compensation and benefits:

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 youll get, depending on your job level these benefits may improve:

  • Medical/dental/vision plans, which start from day one
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave

Other benefits include:

  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
  • And more...

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 its 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.



  • Washington, United States SPS-North America Full time

    **Job Title**:Client Services Associate** **Reports To**: The **Client Services Associate** will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. **Job Overview**: The **Client Services Associate** provides exceptional office and mail services, delivering operational functions in the following areas: processing...


  • Washington, United States Gallagher Global Brokerage Full time

    IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...


  • Washington, United States Stifel Financial Corporation Full time

    Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited Client Service, Associate, Registered, Financial Advisor, Service, Branch Manager, Retail


  • Fort Washington, Pennsylvania, United States Simplex Full time

    While we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a...


  • Washington, United States TransPerfect Full time

    TransPerfect Is More Than Just a Job… Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. Who We Are: Do you want to work for the global leader in the language services and technology industry? Are...


  • Washington, United States Raymond James Full time

    Part-time Client Service Associate-2402035 Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This...


  • Washington, United States United Bank Inc Full time

    Job Description The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent...


  • Washington, United States United Bank Full time

    Job DescriptionThe primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent...


  • Washington, United States Gallagher Full time

    Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...


  • Washington, United States Royal Bank of Canada Full time

    **Job Summary** **What 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...


  • Fort Washington, United States Simplex Full time

    While we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a...


  • Washington, United States Oppenheimer & Co. Inc. Full time

    **Key Responsibilities**: - Produce quality analytical reports using various software programs - Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments - Assist participants with various needs - Learn and adapt to service needs of various accounts in order to answer day-to-day questions -...


  • Fort Washington, United States Simplex Full time

    Job DescriptionJob DescriptionWhile we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family...


  • Fort Washington, United States Simplex Full time

    While we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a...


  • Fort Washington, United States Simplex Full time

    Job DescriptionJob DescriptionWhile we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family...


  • Fort Washington, United States Simplex Full time

    While we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a...


  • Washington, United States Raymond James Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative prob Client Service, Associate, Registered, Financial Advisor, Client Relations, Customer Service, Retail


  • Washington, United States Oppenheimer & Co. Full time

    Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Washington DC) Oppenheimer & Co. Inc. is a diversified financial services firm, offering...


  • Washington, United States Raymond James Full time

    Job Description - Registered Client Service Associate - Washington, D.C. - Hybrid (2402022) Job Description Registered Client Service Associate - Washington, D.C. - Hybrid - 2402022 Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a...


  • Washington, United States Raymond James Full time

    Job Description - Registered Client Service Associate - Washington, D.C. - Hybrid (2402022) Job Description Registered Client Service Associate - Washington, D.C. - Hybrid - 2402022 Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is...