Integrated Sales Temporary

First Command; Fort Worth (TX); Remote; USD 60,000 - 80,000; Part time

Job summary

A leading financial services company is seeking a detail-oriented Case Processor for a fully remote, part-time position. The role focuses on managing service cases and collaborating with financial advisors to provide efficient solutions for investment-related service requests. Ideal candidates will possess strong analytical skills and familiarity with financial tools, ensuring quality and accuracy in all case resolutions.

Qualifications

• Experience in client service or administrative support preferred.
• Familiarity with case management systems is a plus.
• Knowledge of financial services tools is highly desirable.

Responsibilities

• Manage service cases through ACE to ensure prompt resolution.
• Prioritize and analyze advisor requests for appropriate action.
• Collaborate with team members to streamline processes.

Skills

Analytical skills

Communication skills

Attention to detail

Proactive mindset

Tools

ACE

Morningstar Advisor Workstation

Job description

Fully Remote - Integrated Sales Temporary

How will this role impact First Command?

*This is a part-time, temporary position*

We are seeking a detail-oriented and proactive Case Processor to join our Internal Sales Insights Team. In this role, you will be responsible for managing service cases through ACE (Salesforce), ensuring prompt, accurate, and thorough resolution. This position involves working closely with financial advisors and internal staff to process investment-related service requests efficiently.

What will the employee do in this role?

• Log into ACE at the beginning of each workday to manage workflow.
• Review newly assigned service cases for completeness; identify and follow up on any missing information.
• Prioritize workload by processing cases in order of oldest to newest.
• Analyze advisor requests and determine the appropriate action steps.
• Contact advisors and administrative staff for additional information or clarification as needed.
• Use Morningstar Advisor Workstation to generate investment reports in line with advisor recommendations.
• Maintain up-to-date and accurate case notes and status updates in ACE.
• Complete assigned cases with a focus on quality and efficiency throughout the day.
• When all current cases are completed, take initiative to assign and process additional cases as needed.
• Collaborate and communicate effectively with team members and management to resolve issues and streamline processes.

What skills/qualifications do you need?

• Experience in a client service, operations, or administrative support role preferred.
• Familiarity with CRM or case management systems such as ACE is a plus.
• Knowledge of financial services tools, particularly Morningstar Advisor Workstation, is highly desirable.
• Strong analytical skills with attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Ability to work independently while managing multiple priorities effectively.
• Proactive mindset with a strong sense of ownership and accountability.

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation

Securities Investor Protection Corporation