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Client Contact Specialist

Company: First Command Financial Services, Inc.
Location: Rockville
Posted on: June 19, 2022

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

  • Cover Letter Requested with Application***

Keywords: First Command Financial Services, Inc., Rockville , Client Contact Specialist, Other , Rockville, Maryland

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