428 associate client advisor jobs found

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in Chicago, IL; Detroit, MI; Dallas, TX; Houston, TX; or Cleveland, OH . This is a hybrid role that has a requirement of working at least three days a week in the office. This role supports lead advisory colleagues on construction and wrap-up accounts by understanding clients’ strategic priorities, risk strategies, and management needs to deliver tailored solutions. Acts as the primary day-to-day contact, building strong client relationships while managing accounts and coordinating with internal teams and insurers to ensure seamless service delivery and business growth through cross-selling. We will count on you to: Support advisory colleagues on construction/wrap-up books of business by understanding clients’ strategic priorities, risk strategies, and management needs to effectively serve them. Utilize risk expertise and industry knowledge to...

Company: Marsh Commercial Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world’s leading insurance broker. This is the perfect opportunity for individuals who have completed further or higher education (i.e A-Levels/equivalent or university degree) and are looking for a long term, exciting and rewarding career in insurance. Our Associate Client Advisor Program is backed up by our training provider, BPP who will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification. This role has an anticipated start date of January 2026....

Company: Marsh Commercial Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world’s leading insurance broker. This is the perfect opportunity for individuals who have completed further or higher education (i.e A-Levels/equivalent or university degree) and are looking for a long term, exciting and rewarding career in insurance. Our Associate Client Advisor Program is backed up by our training provider, BPP who will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification. This role has an anticipated start date of January 2026....

Description Summary: Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts. Duties and Responsibilities: Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals. Actively prospect and build relationships with new...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will manage a team of Relationship Managers overseeing our Corporate/Private sector clients located in the Western, Midwest, and Southern parts of the US. This position can be located anywhere in that geographic territory provided they are near a major metropolitan airport. This is an H.SD140 pay band. #LI-COLE Job Description Summary At the heart of our work with retirement plans for large, high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Join Nationwide as an Actuarial Consultant – E&S Pricing, where you will leverage your expertise in actuarial methodologies to drive strategic decisions and foster profitable growth in one of our largest business areas. This role offers a unique opportunity to work in a dynamic environment with a focus on innovation and collaboration. Key Responsibilities: Play a key role in driving pricing strategy and profitability for our Contract...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Personal Lines Account Manager to join our growing team in Troy, MI! The Personal Lines Account Manager services an assigned book of business by working with those clients to identify exposures, provide the best insurance solutions available, and serve as their insurance advisor. Analyze and answer requests by telephone, email or in person from policyholders and/or carriers for information concerning insurance policies by performing the following duties. How You Will Contribute:   Write all new business policies. Maintain and service all renewal policies. Prepare renewal reviews and quotes as needed. Assist insureds with all service needs (i.e. questions, changes, cancellations, etc.) Identify competitive carriers for remarketing existing business to help with account retention....

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Senior Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a hybrid position located in Columbus Ohio and you will be required to come into the office two days per week.  This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-CA1 #nationwidefinance #statuatoryreporting Job Description Summary Would you thrive in an inclusive work environment where you can lead, adapt and innovate? Do you want to...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Target Openings 1 What Is the Opportunity? Business Insurance helps companies in the UK and Ireland identify, prepare for and mitigate risks by offering a broad array of industry-specific, combined property and...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Job Description Summary Our Nationwide Financial Actuarial team members have opportunities to use state-of-the-art tools, are encouraged to innovate and learn to master actuarial methodologies. If this sounds like a place you could thrive, then we want to know more about you! As a Senior Analyst, you'll be expected to learn about the insurance and finance industry, products Nationwide provides and a variety of actuarial software. You will be...

Company: Marsh Description: ​ We are seeking a talented individual to join our Qualified Solutions Group team at Marsh. This role will be based in Chicago, IL. This is a hybrid role that has a requirement of working at least three days a week in the office. Associate I Broking We will count on you to: Advises clients on moderately complex risks and negotiates transactions for clients. Oversees the timely production of appropriate account/program documents and the follow-up on policy documentations. Assists with identifying and pursuing potential opportunities to win new clients and projects. Independently handles assignments and may also assist more senior-level Brokers in serving larger or more complex clients. Establishes and maintains strong relationships with insurers/reinsurers, clients, and colleagues to provide complex solutions to clients. Demonstrates a broad knowledge of coverage lines, markets, and other more specialized products to...

Company: Marsh Description: Associate Placement Specialist / Life Science Placement We are seeking candidates with the following skills/attributes to join our team: Ability to work in teams and cultivate relationships Analytical thinker and problem solver Intellectual curiosity and a growth mindset Demonstrated leadership skills or has taken initiative within school, work and/or community Ability to handle multiple priorities in a fast-paced team environment Strong ability to forge relationships Attention to detail Strong organizational/multi-tasking skills Excellent oral and written communication skills Ideal candidate will be based in the NYM area and be in the office 3 days per week In this role, we will count on you to: Handle your own renewal placements and have opportunities to work alongside a senior placement broker to handle more complex risks and placements as well as new business opportunities Develop and present a renewal strategy; ensure a...

Description Summary: Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' TMT team is looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+...

Description Summary: Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' Industrials team is looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has...

If you’re passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Make a Difference with Nationwide At Nationwide, we believe in protecting what matters most—people and communities. Our Human Services Risk Management Team supports organizations that provide care, hope, and essential services to vulnerable populations. By joining us, you’ll play a vital role in helping nonprofits, senior living providers, and community care organizations create safer environments, prevent harm, and strengthen trust . Your expertise will empower these organizations to fulfill their mission while safeguarding those they...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Company: Oliver Wyman Description: Health Manager OR Senior Manager – Medicare Advantage Experience Location: Hybrid with the following office locations of Atlanta, Boston, Chicago, Milwaukee, Philadelphia, San Francisco, Tampa, Washington DC Company Overview Oliver Wyman is a global leader in management consulting and actuarial consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 5,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh McLennan [NYSE: MMC]. Twitter @OliverWyman . Visit our website for more details about Oliver Wyman: www.oliverwyman.com What We do...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh as an Associate Account Executive supporting our Commercial Property & Casualty clients in the Construction practice. This role will be based in our Dallas office. This is a hybrid role that has a requirement of working at least three days a week in the office. The successful candidate will support daily operations from a client service and administrative perspective, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution. We will count on you to: Use risk experience to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options; leverage analytics; and make recommendations to clients across commercial property and casualty lines. Partner with senior Account Managers to retain and generate new business by leveraging...