How will your role impact First Command?
The Premier Services Group (PSG) is the primary support center for First Command’s High Net Worth clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards.The Premier Services Specialist Irole supports our clients, employees, and field partners, with a full range of servicing by responding to inbound calls, supporting new account opening and onboarding, money movement requests, account corrections, problem-solving, offline report monitoring, and acting as a client advocate in all situations.
What will you be doing?
- Process account updates, including money movements and miscellaneous operations.
- Resolve complex issues independently or collaboratively.
- Enhance the client and advisor experience.
- Develop and maintain relationships with advisors, Home Office employees, and fund partners.
- Propose process improvement ideas and analyze reports.
- Work on special projects with minimal direction.
- Communicate within the organization and with external partners.
- Monitor account transfers and cost basis.
- Process financial transactions accurately.
- Interpret complex trust documents for proper account administration.
- Document details of all client and advisor interactions.
What skills, experience, & qualifications do you need?
Education
- Bachelor’s degree or equivalent work experience required.
Work Experience
- 3+ years customer service experience required.
- 2+ years bank or brokerage firm experience preferred.
- 2+ years contact center experience preferred.
Certifications
- FINRA SIE and Series 99 required (within 120 days of employment).
Required Knowledge, Skills and Abilities
- Industry Knowledge: Familiarity with investment operations, including compliance guidelines set by FINRA, SEC, and other regulatory bodies.
- Workload Management: Ability to handle tasks efficiently to meet same-day service standards while maintaining accuracy.
- Document Review: Proficiency in reviewing documents and data for completeness and accuracy, addressing any discrepancies effectively.
- Product Expertise: Strong understanding of mutual funds, managed accounts, brokerage accounts, annuities, and exposure to separately managed accounts and alternative investments.
- Client Service: Providing exceptional service as a resource and point of contact for internal and external clients and business partners.
- Flexibility: Willingness to work mandatory overtime when required.
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LI-Hybrid
