Client Relationship Specialist I

Client Relationship Specialist I

Category

Customer Service Center

Job Location

Fort Worth, TX

Tracking Code

500427 NX 06

Position Type

Full-Time/Regular

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 Purpose of this Role

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.

What will the employee do in this role?

• 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.

What you Bring

• 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.

The Value you Provide.

• 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.

What skills and qualifications does this employee need?

Education

• High school diploma or equivalent required.

Work Experience

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

Certifications

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

LI-NC1

LI-Hybrid

2026 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.