Client Solutions Specialist II

4 weeks ago


Fort Worth, United States CareerBuilder Full time

How will your role impact First Command?

The Client Service Center (CSC) is the primary support center for First Commands 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 clients current situation and ask questions to learn what course of action is in the clients 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

Bachelors 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

#LI-NC1

#J-18808-Ljbffr



  • Fort Wayne, United States Cox Enterprises Full time

    A Client Solutions Specialist II functions as a member of the Manheim Express team for a designated geographical territory. Primary responsibilities of the role include providing accurate and complete documentation of overall vehicle condition within the parameters of a Manheim Express Inspection and driving incremental business growth within their assigned...


  • Fort Wayne, United States Cox Enterprises Full time

    A Client Solutions Specialist II functions as a member of the Manheim Express team for a designated geographical territory. Primary responsibilities of the role include providing accurate and complete documentation of overall vehicle condition within the parameters of a Manheim Express Inspection and driving incremental business growth within their assigned...


  • Fort Worth, United States Cook Childrens Full time

    Accounts Payable Specialist II page is loaded Accounts Payable Specialist II Apply locations Fort Worth, TX time type Full time posted on Posted 8 Days Ago job requisition id JR-106092 Location: Rosedale Office Building Department: Accounts Payable Shift: First Shift (United States of America) Standard Weekly Hours: 40 Summary: Responsible for the full cycle...


  • Fort Belvoir, United States AITHERAS, LLC Full time

    Job DescriptionJob DescriptionJob Title: IT Database Specialist IICompany: AITHERAS LLCLocation: Fort Belvoir, VACompensation: Commensurate with experienceClearance Required: SecretAitheras LLC seeks an IT Database Specialist II to provide expertise in application software, technical information management, and systems integration. The individual will...


  • Fort Worth, United States CityVet Full time

    Job DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...


  • Fort Worth, United States CityVet Full time

    Happy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...

  • Program Specialist II

    1 month ago


    Fort Worth, Texas, United States Cook Children's Health Care System Full time

    Location:Medical Center - Fort WorthDepartment:PsychiatryShift:Varying Shifts (United States of America)Standard Weekly Hours:36Summary:The Program Specialist II assumes the primary caretaker role for psychiatric patients ages Pre-K through adolescence. In this role you will assist children with activities of daily living, helping to maintain a safe...


  • Fort Worth, United States Ross and Matthews, P.C. Full time

    Job DescriptionJob DescriptionJob descriptionRemote/Hybrid Legal Intake Specialist IIEstablished Law firm has an immediate opening for a Remote Legal Intake Specialist II. Ideal candidate will have an upbeat, positive, and helpful temperament. Opportunities for growth and development. Great place to gain legal knowledge and experience while working from...

  • Brokerage Specialist

    4 weeks ago


    Fort Smith, United States ArcBest II: Panther Full time

    What You'll Do ArcBest is a logistics company with creative problem solvers who deliver integrated solutions for complex supply chain challenges. Wanting to join the ArcBest family? In our search for top talent, we are looking for those that will further enable us to deliver on our vision and fully support our values-driven culture. Currently, we are...


  • Fort Lee, United States 61st Street Service Corp Full time

    Career Opportunities with 61st Street Service Corp Current job opportunities are posted here as they become available. Customer Service Specialist II #Full Time The Customer Service Specialist II is responsible for handling and resolving incoming phone calls from patients, insurance carriers and or physician offices. Responsibilities will include collections...


  • Fort Worth, United States Colonial Savings Full time

    The Customer Relations Support Specialist II (Mortgage Servicing) will track, research, and respond to customer requests primarily through written correspondence and at times though outbound calls resulting in customer resolution and satisfaction.Responsibilities Include: Work effectively and efficiently with customers who have varying degrees of product and...


  • Fort Worth, Texas, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Fort Worth, United States Mainstream Nonprofit Solutions Full time

    Job Type Full-time Description ****Average hourly rate is $20.15 (including wage, incentives, bonuses, overtime, shift differential, etc.)********This position has remote capabilities for those that live in or around the Dallas/Fort Worth area.****Intake and Placement Specialist I Mainstream Nonprofit Solutions is a 501(c)(3) organization providing...

  • Solutions Architect

    5 days ago


    Fort Worth, United States Aldridge Full time

    Job DescriptionJob DescriptionAre you energized by solving complex technical problems? Do you like to ensure technology is serving clients well? If so, read on.The primary mission of the Solutions Architect is to provide thorough technology expertise to our clients and Aldridge. In this role, individuals will have the opportunity to identify, pilot and test...

  • IT Help Desk Support

    8 hours ago


    Fort Worth, United States K2 Staffing, LLC Full time

    Job DescriptionJob DescriptionSummaryOur client is a leading IT Solutions Company located in the Dallas, TX area (Fort Worth, TX) and they are in need of a Help Desk Support Level II Technician. A qualified candidate would have both proven experience with technology and outstanding personal communication skills. You should enjoy building solutions that...

  • Solutions Architect

    4 weeks ago


    Fort Worth, United States VC5 Consulting Full time

    Job Title: Solutions Architect  Hire Type: 3-6 month contract with possible extension past 6 months Location: Hybrid | Fort Worth Overview: We are seeking a skilled and experienced Functional Solutions Architect to join our team. As a Functional Architect, you will play a crucial role in designing and implementing functional solutions that align with our...


  • Fort Worth, United States K2 Staffing Full time

    Job DescriptionJob DescriptionSummaryOur client is a leading IT Solutions Company located in the Dallas, TX area (Fort Worth, TX) and they are in need of a Help Desk Support Level II Technician. A qualified candidate would have both proven experience with technology and outstanding personal communication skills. You should enjoy building solutions that...

  • Specialist II, KPAW

    1 week ago


    Fort Worth, United States Kubota Tractor Corporation Full time

    Coordinate and assist in resolving daily dealer parts and whole goods technical inquiries, order and returns, damage and shortage claims, invoicing inquiries, allocation of products, product availability, model application and compatibility questions Specialist, Counter Sales, Operations, Technical, Customer Service, Manufacturing, Technology


  • Fort Worth, United States Cook Children's Healthcare Full time

    Location: Medical Center - Fort Worth Department: Sterile Processing Shift: Varying Shifts (United States of America) Standard Weekly Hours: 40 Summary: Instrument Technician II is responsible for performing and monitoring a variety of duties in relation to decontamination, preparation / assembly, sterilization, and distribution of trays and sets,...


  • Fort Worth, United States Cook Children's Healthcare Full time

    Location: Medical Center - Fort Worth Department: Sterile Processing Shift: Second Shift (United States of America) Standard Weekly Hours: 40 Summary: The Instrument Technician II is responsible for performing and monitoring a variety of duties in relation to decontamination, preparation / assembly, sterilization, and distribution of trays and sets,...