Client Profile input/Summaries/Cases - werkgeversreview Adminitrative Assistant bij First Command Financial Services

2,0
12 aug 2022
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

None-Worst experience trying to fill out needed fields for Naviplan. You couldn't have made it more complicated.

Minpunten

Trying to get a good overview of investment and insurance accounts is impossible. I never thought I would miss CRM. You have made our lives so confusing and difficult to show new people. Hate the new system. The 1500 was the foundation document for FINRA and our business model and you have almost made it obsolete. The fact that the 1500 input was an after thought, shows how much you value this information. Then made it impossible to input with glitches on every page. We have also learned to not submit cases anymore. We just accept that there is no solution and put it in notes and move on. Too hard to expect corrections, or answers.

avatar
Reactie van First Command Financial Services
3y
Thank you for sharing your perspective. As part of our commitment to our employees and clients, through our Agile transformation, we are dedicated to making continuous investments in our processes, technology and digital capabilities to enable ongoing business growth and enhance our client experience. Our goal is to put the needs of our clients first and provide them with the best possible service. In this way, we maintain a culture that reflects the highest ethical standards and best practices of the financial services industry. Our company leaders are also committed to maintaining an open-door policy. We encourage employees to discuss business-related problems with their manager. We rely on employee surveys and Glassdoor reviews to gain critical insights and continue to improve, so thank you for your feedback.

Ontdek andere reviews over First Command Financial Services

5,0
18 mei 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

True to its core values and principles. Family oriented and encourages family & work balance. Free financial counseling! Honest, kind, respectful employees and excellent CEO

Minpunten

Lots of baby boomers who don’t want to change work processes to enhance results, but they mean well :)

avatar
Reactie van First Command Financial Services
1mo
Thank you for taking the time to share your experience with First Command. We’re pleased to hear that our family-oriented culture, strong values, and supportive colleagues made a positive impact during your time with us. We also appreciate your feedback regarding opportunities to improve processes. We are committed to evolving as an organization, and insights like yours help inform how we continue to enhance efficiency and drive better results across the business. Your perspective is valuable, and we will share your comments with our leadership team.
2,0
18 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Nice people in the office

Minpunten

Pay is not that great

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