Client Service Representative jobs in United States
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Gallagher · 1 week ago

Client Service Representative

positionRichmond, VA
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Gallagher Benefit Services is a company that helps organizations navigate important people decisions and build better workplaces. The Client Service Representative (CSR) role involves supporting financial advisors and clients with operational tasks, processing financial transactions, and maintaining client records in a fast-paced environment.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote
Hiring Manager
Magno Salva
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Responsibilities

Work directly with advisors to prepare, process, and set up new accounts and account transfers using digital solutions
Collaborate with our business partners to ensure operational efficiency - to include advisors and CSR’s in other locations as needed
Handle daily outgoing and incoming calls and emails from advisors based on their inquiries
Process client requests pertaining to their accounts
Correspond directly with clearing firm, portfolio management firm, insurance and sponsor companies
Stay up to date with products and procedures
Maintain and update client records in web-based system (currently Redtail CRM)
Occasionally meet with clients and walk them through the paperwork process
Perform all follow-up for clients, including (but not limited to) maintaining and servicing client accounts, depositing checks, and setting up monthly distributions
Assist in creating relationships, portfolios, and complete full account setup in the Portfolio Accounting System (PAS). Includes the submissions/entry of supporting data and research if needed
Assist in monitoring of accounts and activities in PAS, custodial and portfolio management firm system
Support tasks related to advisor onboarding, transition, and internal conversions
Written and verbal interactions with IARs and their staff, custodian service team, portfolio management firm service team and service team at PAS
Act as backup support to team members on a needed basis
Development, implementation, and maintenance of operational procedures
Serve as main point of contact for any insurance and annuity inquiries and problem resolution
Facilitate training for advisors and internal support staff on insurance and annuity products and processes
Assist with other projects/tasks as needed

Qualification

Financial services experienceProcessing insurance applicationsRedtail CRMExcel skillsCustomer service skillsTeam playerPositive attitudeOperational critical thinking

Required

High School Diploma/GED and 1+ years of related experience

Preferred

Familiar with Redtail, Black Diamond, Docusign and Fidelity
2-5 years financial industry experience with extensive knowledge of RIA/IAR space
Strong background in processing of variable annuity and direct sponsor applications working with fund sponsor companies and insurance companies
Perform and adapt to a fast-paced environment including the use of technology
Positive candid attitude, team player, and strong work ethic
Excellent Excel skills and strong attention to detail in all aspects

Benefits

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
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...

Company

Gallagher

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Gallagher is an international insurance brokerage and risk management services firm.
dateFounded in 1927
location
Rolling Meadows, Illinois, USA
people-size10001+ employees
web-link
https://www.ajg.com/

H1B Sponsorship

Gallagher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$9.7B
2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO

Leadership Team

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Alec Herring
Area Senior Vice President
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Mark Gresser
Executive Vice President
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Recent News

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2026-01-07
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Company data provided by crunchbase