Jeff Youngs

Jeff Youngs Email and Phone Number

Senior Vice President, Service & Support Strategy at First Command Financial Services, Inc. @ First Command Financial Services, Inc.
Jeff Youngs's Location
Roanoke, Texas, United States, United States
About Jeff Youngs

Results-oriented Financial Services Executive with a successful track record of leading change, transforming teams, departments and organizations while creating a highly engaged work force. Skilled in client experience, developing an aligned vision, formulating strategy, leading change and managing corporate restructuring. An organized and knowledgeable leader able to consistently meet or surpass corporate goals. Recognized for delivering solutions utilizing a collaborative, values based leadership style.Specialties: • Client Experience • Change Leadership• Associate Engagement • Culture• Performance Management • Training & Leadership Development• Mergers/Acquisitions • Call Center OperationsAbout First CommandPeriodically I post information regarding my employer First Command Financial Services and the socialmedia usage guidelines that apply to First Command also apply to my pages. Please view them here:https://www.firstcommand.com/social-media-guidelines/

Jeff Youngs's Current Company Details
First Command Financial Services, Inc.

First Command Financial Services, Inc.

View
Senior Vice President, Service & Support Strategy at First Command Financial Services, Inc.
Jeff Youngs Work Experience Details
  • First Command Financial Services, Inc.
    Senior Vice President, Service And Support Strategy
    First Command Financial Services, Inc. Mar 2023 - Present
    Fort Worth, Texas, Us
    Lead the strategic direction of the company’s service and operational efforts to create a consistent experience that drives satisfaction, enrichment and loyalty for First Command.
  • First Command Financial Services, Inc.
    Vice President, Service & Support Strategy
    First Command Financial Services, Inc. Jul 2020 - Mar 2023
    Fort Worth, Texas, Us
  • First Command Financial Services, Inc.
    Vice President, Client Experience
    First Command Financial Services, Inc. May 2017 - Jul 2020
    Fort Worth, Texas, Us
  • First Command Financial Services, Inc.
    Director, Brokerage Operations
    First Command Financial Services, Inc. Apr 2015 - May 2017
    Fort Worth, Texas, Us
    Oversee daily operations including advisory services, direct mutual fund business, annuity processing, cashiering, Pershing clearing relationship, trading.
  • First Command Financial Services, Inc.
    Customer Service Director
    First Command Financial Services, Inc. Feb 2012 - Apr 2015
    Fort Worth, Texas, Us
    • Transformed the Customer Service Center from a reactive cost center to a dynamic, revenue generating group while also having one of the highest engagement scores in the company• Develop and enhance call center training programs, including the creation of a career path• Revised the structure of the Customer Service Center to offer segmented support• Created and implemented a client/advisor satisfaction survey• Implemented a departmental licensing strategy• Developed and introduced a departmental coaching strategy• Launched a comprehensive cross-sell program focused on driving client satisfaction through offering investment/insurance solutions uncovered through collaborative conversations
  • Financial Industry Regulatory Authority
    Finra Non-Public Panel Arbitrator
    Financial Industry Regulatory Authority Feb 2002 - Feb 2012
    Washington, District Of Columbia, Us
    Offer skilled, conscientious and impartial binding judgment to parties seeking resolution to matters of dispute involving the securities industry. Areas of Arbitration include, but are not limited to claims of:• Lack of supervision • Unsuitable recommendations• Misrepresentation • Excessive Trading/Improper Margin Sell-Outs
  • Td Ameritrade
    Director, Learning & Development
    Td Ameritrade Feb 2010 - Oct 2011
    Omaha, Ne, Us
    Led and set strategic direction on training initiatives for TD Ameritrade’s largest division, Retail Distribution, (approx. 2,500 associates). Partnered with key leaders within and outside the retail organization to ensure business needs were met and appropriate collaboration occurred.
  • Td Ameritrade
    Senior Manager
    Td Ameritrade Jun 1999 - Feb 2010
    Omaha, Ne, Us
    As a Senior Manager, led various groups including: Learning & Development, Private Client Services, Trading, and Client Services with an increasing scope of responsibility and impact. • Created a career path program (impacting approximately 2,500 associates and Managers) for Retail Distribution, resulting in a more engaged work force• Supervise the training and professional development of all team members – typically 5 Managers and 75 associates• Conduct customer inquiry resolution for trade or account management disputes• Direct involvement with merger & acquisition integration teams for Datek ($1.3bb acquisition), Waterhouse ($2.9bb acquisition) and Brokerage America • Represent firm at industry trade shows and high net worth client events• Provide operational support and guidance to Amerivest (2005-2006) – TD Ameritrade introductory tool/service for asset allocation via Exchange Traded Funds
  • Td Ameritrade
    Guiding Coalition
    Td Ameritrade Jul 2008 - Sep 2009
    Omaha, Ne, Us
    Identified and nominated to be an inaugural member of TD Ameritrade’s Guiding Coalition. The Guiding Coalition was developed to be a premier leadership development program to develop future leaders while serving as change makers. Primary responsibility was to support each Divisional Vice President and Director in Retail Distribution by leading change through communication, training, peer coaching and relationship building.
  • Td Ameritrade
    Team Manager
    Td Ameritrade Feb 1999 - Jun 1999
    Omaha, Ne, Us
    As a Team Manager, primary responsibility was for the direct supervision, support and professional development of a team of client service representatives. Relocated in April of 1999 from Omaha, NE as the only tenured CS Team Manager, to help establish Call Center Operations in DFW.

Jeff Youngs Skills

Performance Management Change Management Risk Management Leadership Leadership Development Team Building Coaching Strategic Planning Training Team Leadership Call Centers Financial Services Customer Service Management Mentoring Mergers And Acquisitions Operations Management Call Center Mergers Process Improvement Mutual Funds Policy Acquisition Integration Project Planning Strategy Securities Investments Associate Engagement Account Management Recruiting Talent Management Employee Benefits Business Process Improvement Customer Satisfaction Business Analysis Human Resources Program Management Integration Interviews Organizational Development Project Management Executive Management Vendor Management

Jeff Youngs Education Details

  • Bellevue University
    Bellevue University
    Business Administration

Frequently Asked Questions about Jeff Youngs

What company does Jeff Youngs work for?

Jeff Youngs works for First Command Financial Services, Inc.

What is Jeff Youngs's role at the current company?

Jeff Youngs's current role is Senior Vice President, Service & Support Strategy at First Command Financial Services, Inc..

What is Jeff Youngs's email address?

Jeff Youngs's email address is je****@****ess.com

What is Jeff Youngs's direct phone number?

Jeff Youngs's direct phone number is +181782*****

What schools did Jeff Youngs attend?

Jeff Youngs attended Bellevue University.

What are some of Jeff Youngs's interests?

Jeff Youngs has interest in Children.

What skills is Jeff Youngs known for?

Jeff Youngs has skills like Performance Management, Change Management, Risk Management, Leadership, Leadership Development, Team Building, Coaching, Strategic Planning, Training, Team Leadership, Call Centers, Financial Services.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.