Client Contact Specialist
Company: First Command Financial Services, Inc.
Location: Rockville
Posted on: June 19, 2022
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Job Description:
Job DescriptionPosition Overview:As a Key Member Of Our Local
Support Staff Team, You WillThe Client Contact Specialist supports
our Financial Advisors who work with clients to achieve their
financial goals. This role is critical in providing a positive
client experience by assisting the Advisor as they collect needed
information to develop a financial plan or service product
needs.--- Promote a consistently exceptional client experience---
Schedule and confirm client appointments, and work with clients to
gather required information--- Maintain client and prospect files
in the client database, including current contact information---
Communicate with the Advisor regarding everyday activities such as
appointments, seminars and calendar changes--- Project a positive
and professional appearance and demeanor at all times--- Work with
the district and office to maintain a marketing events calendar and
plan, and assist with marketing events as needed--- Manage office
communications and record-keeping requirements for compliance
purposesWhat We Offer--- Competitive wages--- Pleasant work
environment--- Opportunities for professional development--- The
ability to be in control of your career trajectory--- Portable
career opportunities throughout the United States and
overseasDesired Qualifications--- Excellent organizational, written
and verbal communication skills--- Proficient in basic computer
skills and Microsoft Office, specifically Outlook, Word and
Excel--- Ability to handle multiple tasks and thrive in a
fast-paced environment--- Self-motivated--- High school diploma---
Satisfactory completion of background check, fingerprinting and
required employment documentation, as well as any screening/hiring
tool if required by hiring district
Keywords: First Command Financial Services, Inc., Rockville , Client Contact Specialist, Other , Rockville, Maryland
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