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ADP
La Palma
ADP is hiring **Associate Client Support Consultants** . Bilingual in English and Spanish is strongly preferred. $22.50/hour Full-time Monday-Friday July 8 start + _Are you ready to join a company offering career advancement opportunities throughout your career journey?_ + _Do you want to join a company with award-winning training and world-class s
Job Source: ADPADP
La Palma, CA, United States
ADP is hiring Associate Client Support Consultants . Bilingual in English and Spanish is strongly preferred. $22.50/hour Full-time Monday-Friday July 8 start Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class serv
Job Source: ADPMetLife
Irvine, CA, United States
Role Value Proposition: Provides administrative support and customer service to large group benefits clients. Works with account team, Account Executive and other internal partners to manage the customer relationship. Key Responsibilities: Overall accountability for: customer requests, leads projects, provides customers with alternative solution
Job Source: MetLifeThe Whittier Trust Company
Newport Beach, CA, United States
Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest privately owned multi-family office headquartered on the West Coast. Providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families to help them reach their long-term goals is our only mission. O
Job Source: The Whittier Trust CompanyInternational Search Consultants
Newport Beach
Job Description Job Description Client Advisory Associate Newport Beach, CA ISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expan
Job Source: International Search ConsultantsRockefeller Financial
Newport Beach, CA, United States
About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corpo
Job Source: Rockefeller FinancialRockefeller Financial
Newport Beach, CA, United States
About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corpo
Job Source: Rockefeller FinancialValer
Huntington Beach
Job Description Job Description Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients. Valer’s technology automates submissions, status checking, verification, reporting, and EHR synchronization across all healthcare settings, specialties, and payers from o
Job Source: ValerIrvine, CA, United States
About Us:
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.
Responsibilities:
Developmental Retirement Plan Consultant role. Due to the developmental nature of the position, all client-servicing and client-facing activities will be conducted under oversight and supervision. Assists all Retirement Consultants with each aspect of the client servicing relationship, including building, expanding and retaining quality relationships with existing clients and future clients at all levels. Supports Producers with prospecting related activities and the transition of newly acquired clients. Provides analytical support including, but not limited to, due diligence, Investment Management Reports, RFP assembly and analysis, investment analysis, quarterly investment delivery and replacement, quarterly plan updates, annual report reviews, and investment policy statement origination and review. Key duties may further include: scheduling and attending select investment review meetings; writing quarterly investment documentation; creating participant communication plans/strategies; obtaining current administrative reports from plan provider; and managing and executing annual disclosure requirements.
Qualifications:
Required: Bachelor's degree plus 1 or more years' client coordination and/or investment advisory experience specific to the retirement industry. Working knowledge of Microsoft Windows applications and MS Office. Excellent verbal and written communication skills. Travel required (10%).
Behaviors: Critical thinking and good judgment to quickly determine and prioritize key issues. Ability to work under the pressure of deadlines and work extra hours if needed on particular assignments.
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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.
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Email Alert for Client Retirement Consultant Associate jobs in Irvine, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.