See more Collapse

Client Service Associate

1 month ago


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 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 you’re close but not an exact match, we encourage you to apply. OverviewThe 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 impactThe 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 improvementSupporting the business priorities of Production team members and the Client Service functionAdhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc.Assists with the Branch's overall workflow processesCrafts documents, certificates, etc. using appropriate systems and resources, which may include communications, forms, certificates, reports, etc. About YouRequired: 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 benefitsOn 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 you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day oneLife and accident insurance401(K) and Roth optionsTax-advantaged accounts (HSA, FSA)Educational expense reimbursementPaid parental leaveOther benefits include:Digital mental health services (Talkspace)Flexible work hours (availability varies by office and job function) Training programsGallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeingCharitable matching gift programAnd more...We value inclusion and diversityClick Here to review our U.S. Eligibility RequirementsInclusion and diversity (I&D) is a core part of our business, and it’s 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.


We have other current jobs related to this field that you can find below


  • 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 Harrison Gray Search & Consulting Full time

    Job DescriptionJob DescriptionHarrison Gray Search has partnered with a West Coast-based family office seeking an Associate on their Client Services team. This new team member will be located in Washington DC.CULTURE OF LEARNING, INCLUSION, AND OUTREACHOur client fosters a welcoming and inclusive culture that values each individuals unique...


  • Washington, United States SPS North America Inc Full time

    Job Overview: The Office Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens,...


  • Washington, United States SPS North America Inc Full time

    Job Overview: The Office Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens,...


  • Washington, United States The Rock Creek Group Full time

    RockCreek seeks a dynamic, resourceful, detail-oriented, and energetic professional for the Client Services Senior Associate position. The ideal candidate is well-organized, flexible, anticipates change, and up to date on financial markets with a passion for impact and sustainable investing. It is critical that the candidate should be interested in growth...


  • Washington, United States The Rock Creek Group Full time

    RockCreek is a leading global investment management firm that applies data-driven technology and innovation to sustainable investing. RockCreek’s entrepreneurial spirit, open culture, and inclusive team lead to better investments for universities, foundations, pension plans, and sovereign funds that partner with us. The firm is highly focused on the...


  • Washington, United States United Bank Inc Full time

    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 relationships...


  • 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. Client Service Associate (Washington DC) This is an excellent opportunity for someone starting out in the investment world and...


  • Washington, Washington, D.C., 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...


  • Washington, United States Oppenheimer & Co. Full time

    Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...


  • Washington, United States Oppenheimer & Co. Full time

    Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...


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

    Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...


  • 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 Saunders Staffing Agency Full time

    About the job Private Client Services Associate - Junior Level We are seeking a qualified Associate Attorney with experience in trusts and estates, transfer tax, and associated income tax areas of the law. The ideal candidate will have some experience in the field, with a minimum of one year of work experience preferred. We welcome candidates who have...


  • 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...


  • 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 Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionThis is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.Key...


  • Washington, United States Oppenheimer & Co. Full time

    This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch. Key Responsibilities: Produce quality analytical...


  • Washington, United States VCA Animal Hospitals Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously.With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly...


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

    Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial...