Client Solutions Associate

1 week ago

Fort Worth, TX, United States First Command Financial Services Full time

How will this role impact First Command?

The Client Service Center (CSC) is the primary support hub for First Command's clients and field partners, fostering a strong culture of client-focused service and unwavering ethical standards. The Client Solutions Associate role is essential for providing comprehensive support to our clients, employees, and field partners, primarily through responding to inbound calls related to insurance products and First Command's web portal.

The Purpose of this Role

This position acts as a subject matter expert on insurance products and related documentation, necessitating a solid understanding of operational functions alongside regulatory rules and requirements. The Associate assists clients and advisors with navigating First Command's web portal and addresses inquiries concerning account servicing and product knowledge. A consultative approach is crucial to ensure advisor and client requests are met while adhering to industry regulations, and First Command's policies and procedures. The Associate will also participate in various divisional projects that may include report monitoring, relationship development, training, documentation, and process enhancement.

What will the employee do in this role?

  • Show a strong passion for client interactions and a commitment to providing exceptional service.
  • Exhibit integrity and uphold high ethical standards in all interactions.
  • Effectively manage competing priorities in a dynamic work environment.
  • Demonstrate excellent customer service skills, including conflict resolution and situation management.
  • Possess specific knowledge regarding insurance products and relevant documentation.
  • Collaborate effectively within cross-functional teams to support clients and resolve issues.
  • Utilize strong interpersonal, communication, and time management skills.
  • Apply analytical and problem-solving skills to assist clients efficiently.

The Value you Provide

  • Support clients and advisors with navigation and updates on the web portal.
  • Provide assistance with inquiries regarding insurance products.
  • Educate employees, clients, and field partners on insurance forms, policies, and procedures.
  • Act as a liaison between clients, advisors, and business partners to resolve issues.
  • Collaborate with Quality Management (QM) to address client concerns, including direct communication with clients to clarify situations and working with support teams to find resolutions.
  • Perform thorough problem-solving to ascertain clients' situations and determine the best course of action.
  • Follow up with clients as needed to provide updates and complete service requests.
  • Document all interactions with clients and advisors meticulously.

What skills & qualifications do you need?

Education

  • Bachelor's degree or equivalent work experience preferred.

Work Experience

  • 1+ years of experience in the brokerage or insurance industry or equivalent experience preferred.
  • 1+ years of experience in a contact center preferred.

Certifications

  • Life & Health Insurance License required and must be obtained within 180 days from the licensing start date.

#LI-NC1

#LI-Hybrid

  • Advisor Development Program Client Associate: Fort Worth, TX

    2 weeks ago

    Fort Worth, TX, United States Bank of America Full time

    Advisor Development Program Client Associate: Fort Worth, TX Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge...

  • Advisor Development Program Client Associate: Fort Worth, TX

    6 days ago

    Fort Worth, TX, United States Bank of America Full time

    Advisor Development Program Client Associate: Fort Worth, TX Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge...

  • Associate Director of Data Solutions Engineering

    2 weeks ago

    Fort Worth, TX, United States BeiGene Full time

    Join BeOne's Global Data Strategy and Solutions team! We are seeking an innovative Associate Director of Data Solutions Engineering to help build and scale our advanced Enterprise Data and Analytics Platform. This platform is pivotal in accelerating our journey from Data to Insights, and deploying AI applications. As an Associate Director, you will leverage...

  • Client Service Excellence Representative

    7 days ago

    Fort Worth, TX, United States Vanguard Full time

    Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best...

  • Data Scanning Associate

    2 weeks ago

    Fort Worth, TX, United States RD SOLUTIONS INC Full time

    Workplace Type: On-site Zip Code: 76126 Job ID: 48862 Standard Hours: 10-15 Compensation Range: $12.00 - $18.00 The retail industry continues to see unprecedented dynamics as it pivots to a true omni-channel shopping experience. Informed retailers are succeeding, and RDSolutions is providing them with the consultation and critical data services to define,...

  • Data Scanning Associate

    2 weeks ago

    Fort Worth, TX, United States RD SOLUTIONS INC Full time

    Workplace Type: On-site Zip Code: 76126 Job ID: 48862 Standard Hours: 10-15 Compensation Range: $12.00 - $18.00 The retail industry continues to see unprecedented dynamics as it pivots to a true omni-channel shopping experience. Informed retailers are succeeding, and RDSolutions is providing them with the consultation and critical data services to define,...

  • Client Relationship Specialist

    7 days ago

    Fort Worth, TX, United States Elevare Branding Full time

    Exciting Opportunity: Client Relationship Specialist We are looking for a dynamic and dedicated Client Relationship Specialist to join our team. In this essential role, you will manage client accounts, foster long-lasting partnerships, and ensure customer satisfaction through proactive solutions. If you have a knack for communication and organization, we...

  • Treasury Client Services Professional III

    2 weeks ago

    Fort Worth, TX, United States BOK Financial Full time

    Req ID: 77432 Location: Fort Worth -FTWT, Oklahoma City -OKC, Tulsa -TUL Areas of Interest: Consumer Banker; Bank Operations; Branch Business Banking; Consumer Banking; Consumer Operations Pay Transparency Salary Range: Not Available Application Deadline: 02/05/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK...

  • Client Relationship Representative

    1 week ago

    Fort Worth, TX, United States Elevare Branding Full time

    Job Description Job Description We are seeking a Client Relationship Representative to join our growing team. In this role, you will act as the primary point of contact for our clients, ensuring their needs are met with professionalism and efficiency. The ideal candidate will be proactive, detail-oriented, and dedicated to building strong, long-lasting...

  • Client Relationship Representative

    1 week ago

    Fort Worth, TX, United States Dinamic AS Group Full time

    Job Description Job Description We are seeking a Client Relationship Representative to join our growing team. In this role, you will act as the primary point of contact for our clients, ensuring their needs are met with professionalism and efficiency. The ideal candidate will be proactive, detail-oriented, and dedicated to building strong, long-lasting...