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 I role 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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