[Remote] Client Experience Specialist

Note: The job is a remote job and is open to candidates in USA. First Command Financial Services, Inc. has been empowering military families to achieve financial security since 1958. The role involves connecting with clients, managing schedules, and maintaining an active social media presence to support financial advisors.

Responsibilities

• Call and email clients to schedule meetings
• Manage the advisor's Outlook calendar
• Make sure appointments run smoothly and on time
• Create and post updates on social media
• Keep our online presence active and engaging
• Help connect with current and future clients

Skills

• Curious - You ask questions and double-check details to get things right
• Great Communicator - You're clear and professional in emails, texts, calls, and video chats
• Open-Minded - You're willing to try new ways of doing things to see what works best
• Self-Motivated - You get things done without needing constant reminders
• Dependable - You speak up about both wins and problems so we can work together
• Coachable - You welcome feedback and want to keep learning and improving
• Goal-Oriented - You see this as a chance to grow your skills and career
• Honest - You do the right thing, even when it's hard
• Team Player - You know we succeed together
• Tech-Comfortable - You're ready to learn Outlook, social media tools, and our systems

Benefits

• Flexible schedule during business hours
• Room to grow into bigger roles
• Potential for incentive bonuses

Company Overview

Company H1B Sponsorship