Client Relationship Specialist at First Command Financial Services, Inc.

Fort Worth, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service Orientation, Ethical Standards, Integrity, Task Management, Customer Service Skills, Conflict Resolution, Investment Products Knowledge, Financial Industry Knowledge, Regulatory Requirements, Collaboration Skills, Interpersonal Skills, Communication Skills, Time Management, Problem-Solving Aptitude

Industry

Financial Services

Description

The Client Relationship Specialist I (CRS I) is an entry-level position that provides essential support to Planning Advisors, Service Advisors, and the Manager Delegate. This role involves various administrative tasks, including client communication, research, paperwork, collaboration with internal and external stakeholders, and product research while ensuring compliance with regulations. The CRS I is responsible for delivering accurate written communications and assisting clients in determining suitable courses of action. This role may collaborate with qualified advisors and report to the Manager, National Branch. What will the employee do in this role? * Communicate with clients through various channels. * Assist with Option to Purchase Additional Insurance (OPAI) research. * Prepare and follow up on paperwork. * Collaborate with internal departments and external partners. * Support the resolution of client issues while adhering to regulatory guidelines. What you Bring: * * Strong client service orientation. * High ethical standards and integrity. * Ability to manage multiple tasks in a fast-paced environment. * Effective customer service skills and conflict resolution abilities. * Basic knowledge of investment products is a plus. * Understanding of the financial industry and regulatory requirements is beneficial. * Collaboration skills for cross-functional teamwork. * Good interpersonal, communication, and time management skills. * Problem-solving aptitude. The Value you Provide: * Assist in day-to-day branch operations. * Support clients and advisors with trading strategies and financial transactions. * Collaborate with Quality Management (QM) to address client concerns. * Employ problem-solving techniques to assist clients in their best interest. * Maintain client communication and assist with service matters. * Resolve issues and respond to client inquiries. * Prepare necessary documentation for clients. Skills & Qualifications Education * High school diploma or equivalent required. Work Experience * 1+ years of administrative assistant or related experience preferred. * Industry-related call center or customer service experience preferred. Certifications * Life & Health Insurance License preferred but not required. * Securities Industry Essentials (SIE) preferred but not required. #LI-NC1 #LI-hybrid

Responsibilities

The Client Relationship Specialist I provides essential administrative support to Planning Advisors, Service Advisors, and the Manager Delegate, involving client communication, research, and paperwork management. This role supports the resolution of client issues while ensuring compliance with all regulatory guidelines.