Client Service Representative - Financial Services (Onsite)

Wakefield, MA

Gallagher Benefit Services

Posted 06/12/2025

Introduction

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 you’re close but not an exact match, we encourage you to apply.

Overview

The Client Service Representative (CSR) provides support and service to financial advisors and clients. You will be responsible for tasks supporting our day-to-day operations which include middle and back-office processes. Our ideal candidate has proven in-depth knowledge of the investment financial industry that includes concierge level service, operational critical thinking skills, and a strong background in processing of insurance, annuity and brokerage business.

The Client Service Representative is responsible for processing financial transactions, including but not limited to 401k and pension rollovers, and customer and advisor requests at a high rate of quality and productivity into a variety of products. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be adaptable and able to work in a high-paced environment and work. A degree of decision making is essential to this position.

How you'll make an impact

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.<span style="margin: 0px; padding: 0px; font-size: 10pt;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":720,"335559740":240,"469777462":[1440],"469777927":[0],"469777928":[0]}">

Stay up to date with products and procedures

Maintain and update client records in web-based system (currently Redtail CRM).<span style="margin: 0px; padding: 0px; font-size: 10pt;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":720,"335559740":240,"469777462":[1440],"469777927":[0],"469777928":[0]}">

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.<span style="margin: 0px; padding: 0px; font-size: 10pt; color: #000000;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":720,"335559740":240,"469777462":[1440],"469777927":[0],"469777928":[0]}">

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. <span style="margin: 0px; padding: 0px; font-size: 10pt;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":720,"335559740":240,"469777462":[1440,720],"469777927":[0,0],"469777928":[0,8]}">

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.

About You

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

Qualifications:

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.

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 you’ll 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 and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s 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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Client Service Representative - Financial Services (Onsite)

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