Jeff Youngs Email and Phone Number
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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/
First Command Financial Services, Inc.
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Senior Vice President, Service And Support StrategyFirst Command Financial Services, Inc. Mar 2023 - PresentFort Worth, Texas, UsLead 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. -
Vice President, Service & Support StrategyFirst Command Financial Services, Inc. Jul 2020 - Mar 2023Fort Worth, Texas, Us -
Vice President, Client ExperienceFirst Command Financial Services, Inc. May 2017 - Jul 2020Fort Worth, Texas, Us -
Director, Brokerage OperationsFirst Command Financial Services, Inc. Apr 2015 - May 2017Fort Worth, Texas, UsOversee daily operations including advisory services, direct mutual fund business, annuity processing, cashiering, Pershing clearing relationship, trading. -
Customer Service DirectorFirst Command Financial Services, Inc. Feb 2012 - Apr 2015Fort 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 -
Finra Non-Public Panel ArbitratorFinancial Industry Regulatory Authority Feb 2002 - Feb 2012Washington, District Of Columbia, UsOffer 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 -
Director, Learning & DevelopmentTd Ameritrade Feb 2010 - Oct 2011Omaha, Ne, UsLed 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. -
Senior ManagerTd Ameritrade Jun 1999 - Feb 2010Omaha, Ne, UsAs 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 -
Guiding CoalitionTd Ameritrade Jul 2008 - Sep 2009Omaha, Ne, UsIdentified 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. -
Team ManagerTd Ameritrade Feb 1999 - Jun 1999Omaha, Ne, UsAs 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
Jeff Youngs Education Details
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Bellevue UniversityBusiness 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.
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