Client Solutions Specialist

TEKsystems
$48,000.00 - $58,000.00 / yr
paid time off, long term disability, tuition reimbursement, 401(k)
United States, Texas, Fort Worth
Mar 14, 2025
TEKsystems is hiring a client solutions specialist to join our clients team! Series 7 and series 63 or series 66 required! Description * Assist clients and advisors with investment and insurance product inquires. * This position serves as a subject matter expert on investment and insurance products and requires knowledge of brokerage and investment operational functions as well as regulatory rules and reporting requirements. * The CSS II assists clients and advisors in navigating products and services and responding to inquiries including account servicing and product knowledge support. This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry regulations, policies, and procedures. * The CSS II will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement. Skills & Qualifications Series 7 and 63 OR 66 Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service Demonstrate integrity and high ethical standards Strong ability to successfully balance competing priorities in a fast-paced environment Specific operational knowledge of investment and insurance products (specifically mutual funds, variable annuities, and mutual fund wrap programs) Thorough understanding of the financial industry and policies, procedures, and regulatory requirements related to investment trading Pay and Benefits The pay range for this position is $48000.00 - $58000.00/yr. We have a three-pronged approach to compensation; base, bonus, and a 15% ESOP (Employee Stock Ownership Plan) contribution. First Command is employee owned and our ESOP program falls within 1% of companies. You are eligible to enter into the ESOP program after a year of employment. This 15% contribution is made 100% by the employer- you will never once contribute to this account, making it a significant part of your total compensation. More incredible benefits offered by First Command: Option to contribute to a 401k account 16 Days of Paid Time Off, 10 holidays 2 floating PTO days every year Full health, vision & dental coverage 2 Days of Volunteer Paid Time Off Tuition Reimbursement program Hybrid work environment First Command Bank Mortgage Discount Program Free Financial Planning Free onsite- fitness center with exercises classes and personal training options Free basic life, short and long term disability, and an employee assistance program Pet Insurance Paid parental and military leave First Command contributes to your Health Savings Account for the high deductible medical plan Charitable services & volunteer opportunities Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions Robust Leadership Development program dedicated to leader development at every level of the organization In-house training courses ranging from leadership developer to health and wellness seminars Mentorship program Virtual learning opportunities Employee recognition programs and quarterly all employee luncheons Yearly family & social events Dress For Your Day dress code Updated workspace Regular Employee Engagement surveys Dedication to Diversity & Inclusion and Employee Resource Group Workplace Type This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on Mar 21, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.