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

  • Employee Benefits Compliance Attorney

    14 hours ago

    Bellevue, Washington, United States GBS - Global Full time

    IntroductionWelcome to Gallagher Benefit Services, where you can influence the future of workplace environments across various sectors. As part of our team, you will be instrumental in driving positive transformations, assisting clients in creating spaces where their workforce can flourish. Seize the chance to make a difference, unlock potential, and leave a...

  • Registered Client Associate

    2 weeks ago

    Bellevue, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients...

  • Client Service Associate

    1 month ago

    Bellevue, United States NW Recruiting Partners Full time

    Job DescriptionJob DescriptionClient Service Associate – Wealth ManagementBellevue, WAWork for an independent advising firm that is growing quickly. This dynamic group of experts in their field is looking to add a Client Service Associate. By placing their clients' interests at the forefront of their investment management and planning process, they...

  • Registered Client Associate

    1 month ago

    Bellevue, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients...

  • Client Relations Associate

    6 days ago

    Bellevue, Washington, United States thestartupcouncil Full time

    At The StartUp Council, we unite a diverse group of technologists, entrepreneurs, investors, and industry experts dedicated to nurturing innovative ideas and transforming them into successful startup ventures. Our organization is committed to providing invaluable networking opportunities for entrepreneurs, business collaborators, investors, and skilled...

  • Client Service Associate

    15 hours ago

    Bellevue, Washington, United States Edelman Financial Engines Full time

    Job Title: Client Service AssociateAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Edelman Financial Engines. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients, helping them navigate their financial futures with integrity and...

  • Client Service Associate

    2 months ago

    Bellevue, United States Threadneedle group Full time

    Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...

  • Senior Client Associate for Profit Formula

    11 hours ago

    Bellevue, Washington, United States Wells Fargo Full time

    Position Overview:Wells Fargo is looking for a Senior Registered Client Associate specializing in Profit Formula within the Wealth and Investment Management sector. This role is integral to the success of our advisory services.Key Responsibilities:Support Profit Formula Financial Advisors with sales, client service, and operational tasks, ensuring...

  • Client Service Associate

    4 weeks ago

    Bellevue, United States Coldstream Wealth Management Full time

    Job DescriptionJob DescriptionAre you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our...

  • Senior Client Associate in Profit Formula

    11 hours ago

    Bellevue, Washington, United States Wells Fargo Full time

    Position Overview:Wells Fargo is looking for a Senior Registered Client Associate specializing in Profit Formula within the Wealth and Investment Management sector. This role is integral to our client service operations.Key Responsibilities:Support Profit Formula Financial Advisors in various sales, service, and operational tasks, ensuring exceptional client...

  • Senior Client Service Associate

    2 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients...

  • Benefits Client Relations Representative

    1 month ago

    Bellevue, United States Gallagher Full time

    Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Field Engineer- Infrastructure

    3 months ago

    Bellevue, United States Construction Benefits Full time

    Graham is an employee-owned construction solutions partner that services the buildings, industrial, infrastructure, water and project finance sectors. We deliver lasting value for our clients through meticulous planning and scheduling, while upholding rigorous safety and quality standards. With offices throughout North America, our passionate and...

  • Insurance Client Support Associate

    8 hours ago

    Bellevue, United States Thrivent Financial for Lutherans Full time

    Handles incoming telephone calls to Legacy West Financial Consultants and responds to requests for information. Researches inquiries regarding member/customer accounts. Provides fund values and answers other fixed insurance and fixed annuity related Client Support, Insurance, Associate, Financial Advisor, Support, Business Services

  • Client Relations Associate

    1 day ago

    Bellevue, Washington, United States Lavidamassagejohnscreekga Full time

    Customer Engagement SpecialistThis role focuses on MEMBERSHIP SALESKey Responsibilities:Deliver OUTSTANDING service to members and guests, ensuring high sales performance and customer satisfaction.Handle incoming calls, schedule appointments, and warmly welcome members and guests upon their arrival.Effectively communicate and highlight the advantages of the...

  • Client Relations Associate

    15 hours ago

    Bellevue, Washington, United States Lavidamassagejohnscreekga Full time

    Membership Sales RepresentativeThis role focuses on membership sales and customer engagement.Key Responsibilities:Deliver exceptional service to members and guests, ensuring high levels of satisfaction and ongoing sales.Handle incoming calls, schedule appointments, and warmly welcome members and guests upon their arrival.Effectively communicate and promote...

  • Senior Client Associate for Profit Formula

    11 hours ago

    Bellevue, Washington, United States Wells Fargo Full time

    Position Overview:Wells Fargo is looking for a Senior Registered Client Associate within the Wealth and Investment Management sector, specifically in the Profit Formula division. This role is integral to supporting our Financial Advisors and enhancing client experiences.Key Responsibilities:Support Profit Formula Financial Advisors in various sales, service,...

  • Senior Client Associate for Profit Formula

    5 days ago

    Bellevue, Washington, United States Wells Fargo Full time

    Role Overview:As a Senior Client Associate within the Profit Formula team, you will play a crucial role in supporting Financial Advisors in various capacities.Key Responsibilities:- Provide exceptional service to clients through multiple channels including phone, direct interaction, and written communication.- Assist Financial Advisors with sales initiatives...

  • Infrastructure Field Engineer

    5 days ago

    Bellevue, Washington, United States Construction Benefits Full time

    About the Company:Graham is a leading construction solutions provider, specializing in various sectors including buildings, industrial, infrastructure, water, and project finance. We pride ourselves on delivering enduring value to our clients through detailed planning and scheduling, while maintaining high safety and quality standards. With a presence across...

  • Registered Client Associate

    2 days ago

    Bellevue, Washington, United States WELLS FARGO BANK Full time

    About this RoleWe are seeking a highly skilled and experienced Client Services Representative to join our team at Wells Fargo Bank. As a key member of our Wealth and Investment Management team, you will play a critical role in providing exceptional service to our clients and supporting our Financial Advisors.Key ResponsibilitiesClient Service: Provide...

Client Associate, Employee Benefits

2 months ago

Bellevue, United States Gallagher Benefit Service Full time
Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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.

How you'll make an impact

The Branch Client Service Associate I 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. The Branch Client Service Associate I 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 fostering 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. Creates 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.

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.

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.