Client Contact Specialist jobs in United States
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First Command Financial Services, Inc. · 10 hours ago

Client Contact Specialist

positionPapillion, NE
timeFull-time
remoteOnsite
seniorityEntry Level
money$18/hr - $18/hr
date1+ years exp

First Command Financial Services, Inc. is committed to helping military families get their financial lives squared away. They are seeking a Client Contact Specialist to promote exceptional client experiences and manage client communications and records.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Promote 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
Maintain Advisor sales and commissions records as needed
Project a positive and professional appearance and demeanor at all times
Manage office communication procedures and dissemination, and maintain record requirements for compliance purposes

Qualification

Microsoft OfficeOrganizational skillsVerbal communicationWritten communicationGeneral office experienceFinancial products knowledgeMulti-taskingSelf-motivated

Required

Excellent organizational, written and verbal communication skills
1 to 2 years of general office experience
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

Preferred

General knowledge of financial products

Benefits

Paid time off

Company

First Command Financial Services, Inc.

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First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
dateFounded in 1958
location
Fort Worth, Texas, USA
people-size501-1000 employees
web-link
http://www.firstcommand.com

H1B Sponsorship

First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Steffe
President and Chief Executive Officer
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Recent News

Morningstar.com
First Command Provides $10 Million in Support During Shutdown
2025-11-22
24-7 Press Release Newswire
Marquis Who's Who Honors Aaron McKeen for Expertise in Financial Services
2025-05-08
First Command Will Cover Federal Pay in Event of Government Shutdown
2024-03-08
Company data provided by crunchbase