Client Solutions Specialist II - Fort Worth, United States - First Command

Description

How will your role impact First Command?

The Client Service Center (CSC) is the primary support center for First Command's clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards.

The Client Solutions Specialist II role supports our clients, employees, and field partners, with a full range of servicing by responding to inbound calls related to investment and insurance accounts and products and acting as a client advocate in all situations.

What will you be doing?

This position serves as a subject matter expert on investment and insurance products and requires knowledge of brokerage and investment operational functions as well as regulatory rules and reporting requirements.

The CSS II assists clients and advisors in navigating Frist Command products and services and responding to inquiries including account servicing and product knowledge support.

This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry and/or First Command regulations, policies, and procedures.

The CSS II will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement.

Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service

Demonstrate integrity and high ethical standards

Strong ability to successfully balance competing priorities in a fast-paced environment

Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner

Specific operational knowledge of investment and insurance products (specifically mutual funds, variable annuities, and mutual fund wrap programs)

Thorough understanding of the financial industry and policies, procedures, and regulatory requirements related to investment trading

Ability to partner and collaborate in cross-functional teams for client support and issue resolution

Strong interpersonal, communication, and time management skills

Strong analytical and problem-solving skills

Assist clients and advisors with investment and insurance product inquires

Assist with questions and education for employees, clients, and field partners regarding investment policies and procedures

Act as a liaison for clients and advisors with business partners and investment companies for problem-solving

Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with support staff, outside business partners, and/or QM to reach a resolution

Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests

Follow up with clients when necessary to provide status updates and to close out service requests

Required to document details of all client and advisor interactions

What skills/qualifications do you need?

Education

Bachelor's degree or equivalent work experience required

Work Experience

2+ years of brokerage industry or equivalent experience preferred

1+ years of contact center experience preferred

Certifications

Series 7 and 66 (or equivalent) required and/or must be obtained within 180 days from licensing start date

Life & Health Insurance License required and/or must be obtained within 180 days from licensing start date

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