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

anBwUUd0RFpma0lZcTZmRE45anp6YlhQU3c9PQ==
  • 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, Work at office,

Similar Jobs

AZM Incorporated

Sports-Minded Marketing Manager Job at AZM Incorporated

 ...to put forth amazing efforts to help brands realize their customer acquisition and sales goals. We are looking for an Entry Level Marketing Manager to join our team! Responsibilities of the Entry Level Marketing Manager: Communicate directly with customers on a daily... 

Global Channel Management, Inc.

SAP ME/MII consultant Job at Global Channel Management, Inc.

SAP ME/MII consultant needs 10 years of work experience with deep understanding of SAP ME and MII functionalities. SAP ME/MII consultant requires: -Expertise in Data Integration with SAP S/4, Shop floor Handheld devices. Identify and resolve issues related to ME/MII... 

FashionUnited

Full-Time Administrative Assistant Job at FashionUnited

 ...team by facilitating orientation when directed and onboarding new associates accurately, adhering to all compliance guidelines and Kohls best practices Execute operational tasks and shortage reduction programs accurately as assigned, adhering to Kohls best practices... 

Amazon Data Services, Inc.

Physical Security Program Manager , DC Security Amer-West Job at Amazon Data Services, Inc.

 ...us to handle their data with air-tight security. Customer data security is a given and a...  ...for our businesses. AWS Infrastructure Physical Security team is looking for a highly...  ...motivated Physical Security System Project Manager and Technology Expert to lead physical... 

ManpowerGroup

Remote Legal Analyst CA only Job at ManpowerGroup

Our client, a leading organization in the legal industry, is seeking a Remote Legal Analyst PST only to join their team. As a Remote Legal Analyst, you will be part of the Corporate Restructuring department supporting Evan's team. The ideal candidate will have strong attention...