Client Relationship Specialist

Job Description How will this role impact First Command?

The Client Relationship Specialist I (CRS I) is an entry-level position that provides essential support to Planning Advisors, Service Advisors, and the Manager Delegate. This role involves various administrative tasks, including client communication, research, paperwork, collaboration with internal and external stakeholders, and product research while ensuring compliance with regulations.

The CRS I is responsible for delivering accurate written communications and assisting clients in determining suitable courses of action. This role may collaborate with qualified advisors and reports to the Manager, National Branch.

• Communicate with clients through various channels.
• Assist with Option to Purchase Additional Insurance (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.

• Strong client service orientation.
• High ethical standards and integrity.
• Ability to manage multiple tasks in a fast-paced environment.
• Effective customer service skills and conflict resolution abilities.
• Basic knowledge of investment products is a plus.
• Understanding of the financial industry and regulatory requirements is beneficial.
• Collaboration skills for cross-functional teamwork.
• Good interpersonal, communication, and time management skills.
• Problem-solving aptitude.

• Assist in day-to-day branch operations.
• Support clients and advisors with trading strategies and financial transactions.
• Collaborate with Quality Management (QM) to address client concerns.
• Employ problem-solving techniques to assist clients in their best interest.
• Maintain client communication and assist with service matters.
• Resolve issues and respond to client inquiries.
• Prepare necessary documentation for clients.

• High school diploma or equivalent required.

• 1+ years of administrative assistant or related experience preferred.
• Industry-related call center or customer service experience preferred.

• Life & Health Insurance License preferred but not required.
• Securities Industry Essentials (SIE) preferred but not required.

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LI-Hybrid