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Gallagher · 10 hours ago

Client Service Representative - Financial Services

Richmond, VA

Full-time

Onsite

Entry, Mid Level

1+ years exp

Gallagher Benefit Services is a trusted partner helping organizations with their people decisions. The Client Service Representative provides support and service to financial advisors and clients, processing financial transactions and ensuring operational efficiency.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management

Hiring Manager

Magno Salva

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 transactionsOperational critical thinkingRedtail CRMExcel skillsTeam playerPositive attitudeAttention to detail