58 private client advisor jobs found

he Private Client Advisor, dedicated to the Philadelphia office, is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. What can you expect? This position is critical to successfully support a high volume book of business to our Private Client clientele You will receive on the job, computer based and one-on-one training to become successful in this role Work alongside tenured colleagues to gain experience and skill sets for professional growth What is in it for you? A company with a strong brand and...

Senior Private Client Advisor (MMA PCSN)   As a Senior Private Client Advisor at Marsh McLennan Agency – Private Client Services you’ll act as the primary contact for clients in relationship to overall management of Personal Lines insurance programs. The senior client advisor is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. Interested? Keep reading. Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague,...

Senior Private Client Advisor (MMA PCSN)   As a Senior Private Client Advisor at Marsh McLennan Agency – Private Client Services you’ll act as the primary contact for clients in relationship to overall management of Personal Lines insurance programs. The senior client advisor is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. Interested? Keep reading. Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague,...

he Private Client Advisor, dedicated to the Philadelphia office, is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Client Advisors are also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. What can you expect? This position is critical to successfully support a high volume book of business to our Private Client clientele You will receive on the job, computer based and one-on-one training to become successful in this role Work alongside tenured colleagues to gain experience and skill sets for professional growth What is in it for you? A company with a strong brand and...

Private Client Advisor (MMA PCS) As a Private Client Advisor at Marsh McLennan Agency – Private Client Services, the Client Advisor acts as primary contact for clients in relationship to overall management of personal insurance program. The client advisor is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program , negotiating with carriers on client’s behalf, based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. Interested? Keep reading. Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, the flexibility you desire and leaders at all levels who are committed to maintaining...

Private Client Advisor Manager (MMA PCSN)   As a Private Client Advisor Manager at Marsh McLennan Agency – Private Client Services you’ll have overall responsibility for the team’s client retention, generation of expanded revenue, cultivation and development of COI relationships, and developing active client referrals. Ensures the achievement of superior client service for the office. Directs the overall performance of Client Advisors in the office by providing day-to-day leadership, management, and coaching. Interested? Keep reading. Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, the flexibility you desire and leaders at all levels who are committed to maintaining high levels of colleague engagement. As a part of Marsh McLennan (NYSE: MMC), the...

Job Description Huddleston & Associates in Greenville, SC is seeking an Administrative Assistant to join our team. This is a unique opportunity for someone who has great people skills and attention to detail, to serve as the front office face-of-the-practice. Direct experience in the Financial Services industry is not required. Someone who has current or prior experience in the food service, hospitality or similar client/customer service industry may be a good fit. The position may be either full-time or part-time, depending on the availability of a well-suited candidate. In addition to a team-oriented environment and potential for growth/advancement, Huddleston & Associates offers paid time off along with a competitive compensation and benefits package. Responsibilities Roles and Responsibilities Client Care: Manage client meeting and appointment scheduling Greet clients upon arrival and extend hospitality Review and update client information in Ameriprise...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, Los Angeles, CA.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young U.S. LLP, New York, NY.   Provide audit services, demonstrating to clients that there is real value in the audit process, above and beyond the regulatory mandate. Plan and perform audit procedures in accordance with U.S. GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with U.S. GAAP. Apply knowledge of SEC rules and regulations over financial reporting. Identify accounting and auditing issues on a timely basis. Provide accounting insights to clients in a clear and...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. This posting is available in: New York, NY; Jericho, NY; Hoboken, NJ; Iselin, NJ; Boston, MA; Miami, FL; Chicago, IL; Dallas, TX; Houston, TX; Los Angeles. CA EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry.  If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!  Our Financial Services EY EDGE practice is made up of a...

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Mercer is seeking candidates for the following position to support the Rancho Cordova, CA office:   Investment Implementation Services Senior Analyst Mercer Investments is an advisor to institutional investors in the alternative asset classes. We provide private equity and real assets advisory services focused on investment sourcing, screening and due diligence, as well as investment monitoring, accounting and performance reporting. Our team has extensive experience working with leading global private equity, real estate, and infrastructure investors, including pension plans, family offices and fund-of-funds...

Marsh McLennan is seeking candidates for the following role based in our Louisville, KY office: Payroll Tax Analyst What can you expect? The Payroll Tax Analyst is responsible for the timely and accurate preparation US and Canadian payroll tax returns, deposits and reconciliations utilizing designated HRMS (Workday) software, ADP SmartCompliance, Query/report writing, and Excel. These include State/Local for US and Federal and Provincial payroll tax liabilities for 20+ legal entities across the US and Canada on behalf of all Marsh McLennan and its related US subsidiaries. The position requires independent research and timely responses to inquiries/notifications from various tax authorities by accessing the required governmental websites. Additionally, the preparation of amended returns is required. The Payroll Tax Analyst will research and respond to less complex payroll tax/compliance issues by managing case management system tickets. The Payroll Tax Analyst is...

Marsh McLennan is seeing a candidates for the following position based in our midtown Manhattan office. (Hybrid - 2 to 3 days a week) Senior IT Auditor What can you expect? Plan and participate in information technology audits.  The nature of the business audited varies from employee benefits consulting services to complex insurance and reinsurance brokerage. Take your career to a new level where exceptional performance is recognized by career progression, What's in it for you? A company with a strong brand, with experience developing solutions for today’s and tomorrow’s toughest challenges  A culture of internal mobility, diversity, inclusion, and collaboration Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations Flexible work opportunities for work/life balance Competitive pay and a full benefits package,...

What can you expect? IMPACT’s Proposal Specialist is part of Marsh’s IMPACT team – an internal resource group devoted to increasing the success rate of obtaining, retaining, and expanding business for the company. In this role, the Proposal Specialist handles responses to requests for proposal (RFPs) by coordinating teams, challenging them to effectively create value for the client/prospect, writing/editing proposals, and ensuring that the team meets deadlines. The IMPACT process focuses on creating value propositions by questioning, researching, communicating, and translating client needs to Marsh solutions. The IMPACT Proposal Specialist designs project plans; facilitates strategy sessions by engaging others to develop critical ideas, messages, and content; and drives “hands on” project implementation. What’s in it for you? We are the global leader in risk management consulting As part of Marsh , we offer top-notch benefits: multiple medical, dental, and vision...

Marsh McLennan is seeking candidates for the following position based in the Louisville office: Senior Service Desk Technical Support Analyst  What can you expect? In this role you will add value as an individual contributor within the Global Service Desk You will support end users, diagnose, report, and resolve application problems What is in it for you? A company with a strong brand and strong results to match Culture of internal mobility, collaboration and valued partnership with HR from the business Competitive pay, full benefits package – starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution Generous Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan Generous paid time off for vacation, sick, company holidays and time to give back to your community Employee Resource Groups, which provide access to leaders, relevant volunteer and...

Marsh is seeking candidates for the following position based in the NY office (with other US locations to be considered on an ad hoc basis): Head of Placement, Affinity (US) Culture of innovation and collaboration creating digitally enabled solutions/programs Competitive pay and outstanding benefits to help colleagues and their families live better – physically, mentally, and financially Joining a global group of professionals focused on digital enablement of insurance Affinity is a leading growth segment for the Company with a strong brand and strong results to match Preference for NY office but willing to consider other US locations based on capability Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations We'll count on you to: Lead, manage and oversee all levels of engagement with Carriers, MGA and Insurtech’s in partnership with...

Marsh McLennan is seeing a candidates for the following position based in our midtown Manhattan office. (Hybrid - 2 to 3 days a week) Senior IT Auditor What can you expect? Plan and participate in information technology audits.  The nature of the business audited varies from employee benefits consulting services to complex insurance and reinsurance brokerage. Take your career to a new level where exceptional performance is recognized by career progression, What's in it for you? A company with a strong brand, with experience developing solutions for today’s and tomorrow’s toughest challenges  A culture of internal mobility, diversity, inclusion, and collaboration Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations Flexible work opportunities for work/life balance Competitive pay and a full benefits package,...

What can you expect? IMPACT’s Proposal Specialist is part of Marsh’s IMPACT team – an internal resource group devoted to increasing the success rate of obtaining, retaining, and expanding business for the company. In this role, the Proposal Specialist handles responses to requests for proposal (RFPs) by coordinating teams, challenging them to effectively create value for the client/prospect, writing/editing proposals, and ensuring that the team meets deadlines. The IMPACT process focuses on creating value propositions by questioning, researching, communicating, and translating client needs to Marsh solutions. The IMPACT Proposal Specialist designs project plans; facilitates strategy sessions by engaging others to develop critical ideas, messages, and content; and drives “hands on” project implementation. What’s in it for you? We are the global leader in risk management consulting As part of Marsh , we offer top-notch benefits: multiple medical, dental, and vision...

Marsh McLennan is seeking candidates for the following position based in the Louisville office: Senior Service Desk Technical Support Analyst  What can you expect? In this role you will add value as an individual contributor within the Global Service Desk You will support end users, diagnose, report, and resolve application problems What is in it for you? A company with a strong brand and strong results to match Culture of internal mobility, collaboration and valued partnership with HR from the business Competitive pay, full benefits package – starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution Generous Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan Generous paid time off for vacation, sick, company holidays and time to give back to your community Employee Resource Groups, which provide access to leaders, relevant volunteer and...

Marsh is seeking candidates for the following position based in the NY office (with other US locations to be considered on an ad hoc basis): Head of Placement, Affinity (US) Culture of innovation and collaboration creating digitally enabled solutions/programs Competitive pay and outstanding benefits to help colleagues and their families live better – physically, mentally, and financially Joining a global group of professionals focused on digital enablement of insurance Affinity is a leading growth segment for the Company with a strong brand and strong results to match Preference for NY office but willing to consider other US locations based on capability Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations We'll count on you to: Lead, manage and oversee all levels of engagement with Carriers, MGA and Insurtech’s in partnership with...