Client Relationship Specialist I

First Command Financial Services, Inc.; Fort Worth (TX); Hybrid; USD 35,000 - 55,000; Full time

Job summary

First Command Financial Services, Inc. is seeking a Client Relationship Specialist I to support Planning Advisors, Service Advisors, and the Manager Delegate.

This entry-level role involves client communication, research, paperwork, and collaboration with internal and external stakeholders while ensuring regulatory compliance. The CRS I delivers accurate written communications and helps clients determine suitable courses of action.

Qualifications

• High school diploma or equivalent is required.
• 1+ years of administrative assistant or related experience preferred.
• Industry-related call center or customer service experience preferred.
• Licenses in Life & Health Insurance or SIE are optional but beneficial.

Responsibilities

• Communicate with clients through various channels.
• Assist with 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.
• Assist in day-to-day branch operations.
• Support clients and advisors with trading strategies and financial transactions.
• Collaborate with QM to address client concerns.
• Maintain client communication and assist with service matters.
• Resolve issues and respond to client inquiries.
• Prepare necessary documentation for clients.

Skills

Client service orientation

Ethical standards

Multitasking

Customer service

Problem-solving

Interpersonal skills

Communication

Education

High school diploma or equivalent

Job description

Job Description

How will this role impact First Command?

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 Purpose of this Role

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 reports 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.

What skills and qualifications does this employee need?

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