Hybrid Client Relationship Associate 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

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.