Remote Client Contact Specialist Job at First Command Financial Services, Inc., Remote

dVNCc2xhQU1YRk5XRDAwZVF2aElKaFZUTkE9PQ==
  • First Command Financial Services, Inc.
  • Remote

Job Description

Remote Client Contact Specialist Location Remote in Fort Worth, TX :

How will your role impact First Command?

The Client Contact Specialist (CCS) serves as a primary contact resource for clients, facilitating inquires and/or concerns, and supporting appointment needs - playing a crucial role in fostering long-term relationships, driving loyalty, and creating lasting business success for the Advisors they support. The CCS is responsible for researching and organizing client engagement opportunities within an Advisor's database, contacting clients to schedule review appointments, and managing the Advisor's calendaring process. This work is critical for maintaining Client Experience metrics, helping improve Client Experience scores, and facilitating client feedback through survey engagement.

What will you be doing?

  • Proactively review the Advisor's database for client contact opportunities.
  • Reach out to clients via email, phone calls, or compliant texting system to schedule appointments.
  • Run Salesforce reports based on Advisor's requested criteria.
  • Coordinate and schedule meetings, appointments, and events based on availability and priority. Ensure that all events are accurately logged and organized.
  • Complete other tasks as assigned.

What skills/qualifications do you need?

Education

  • Bachelor's degree or equivalent experience

Work Experience

  • 1 year First Command administrative assistant or CCS experience

Required Knowledge, Skills and Abilities

  • Demonstrate and maintain advanced understanding and awareness of all applicable compliance, regulatory, and internal guidance related to First Command products and Advisor production, compensation, and recognition.
  • Strong proficiency with Salesforce.
  • Strong proficiency with Microsoft Windows and Office Suite.
  • Strong proficiency with Outlook calendaring or equivalent.
  • Adept at verbal and written communication and ability to clearly communicate thoughts and ideas to varied audiences.

Salary Range

  • $32,115.00 - $50,585.00 USD, annually

#LC-NC1

Required Skills

Budgeted Salary Range:

$32,115.00 - $50,585.00 USD, annually

Job Tags

Full time, Work experience placement,

Similar Jobs

GardaWorld

Weekend Security Officer Job at GardaWorld

 ...your skills and grow your career with exceptional opportunities for advancement. You can stand out and thrive here, too, as a Weekend Security Officer. Work today, get paid today, with DailyPay! GardaWorld offers DailyPay - a voluntary benefit that allows you... 

VanderHouwen

Treasury Manager Job at VanderHouwen

 ...client seeks a proactive and strategic Treasury & Investor Relations Manager to join their team. The ideal candidate will excel at managing...  ...investor meetings. Oversee treasury activities such as cash management, equity strategies, and banking relationships. Manage... 

CareerNation

Line Cook/Prep Cook Job at CareerNation

Welcome to CareerNation! We are currently looking for catering staff for business events. Our events are typically 4-8 hours long, and are located in the 5 NYC boroughs. Summary: Prepares food and serves customers in accordance with applicable federal, state and...

Blaze Media

Copy Editor Job at Blaze Media

 ...POSITION SUMMARY Blaze Media is seeking an experienced Copy Editor to assist our growing news team to ensure that all written copy is error-free andcompliant with the AP Stylebook and our own proprietary style guide. This position will report to the Managing Editor... 

Maven Bio

Generative AI Engineer Job at Maven Bio

 ...What Youll Do Build and Own : Work across our technology stack, from our Python back-end to our Next.js front end Scale AI-Native Features : Develop infrastructure that powers our AI-driven modules (Workflows, Atlas, Compass, Assistant), optimizing for performance...