• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. • Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. • Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. • Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. • Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love. We are currently expanding and seeking passionate people who are: ️ Self-motivated ️ Excited about travel ️ Ready to transform their vacations into a business opportunity At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck. Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices. Qualifications - Client Services and Customer Service skills - Customer Support and Communication skills - Basic knowledge of Finance and related processes - Proven ability to multitask and handle multiple client interactions simultaneously - Strong problem-solving skills and a detail-oriented mindset - Experience in the travel or hospitality industry is beneficial

Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love. We are currently expanding and seeking passionate people who are: ️ Self-motivated ️ Excited about travel ️ Ready to transform their vacations into a business opportunity At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck. Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices. Qualifications - Client Services and Customer Service skills - Customer Support and Communication skills - Basic knowledge of Finance and related processes - Proven ability to multitask and handle multiple client interactions simultaneously - Strong problem-solving skills and a detail-oriented mindset - Experience in the travel or hospitality industry is beneficial

Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We provide the tools, training, and support needed for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable experiences for clients. Whether booking your own vacations or helping others plan theirs, our team enjoys the freedom of being their own boss while earning income doing what they love. We’re currently expanding and looking for passionate individuals who are: - Self-motivated and goal-oriented - Excited about travel and customer service - Ready to transform their love of travel into a rewarding business opportunity At Hello Sunshine Travels, we believe travel shouldn’t just be an adventure — it can also be your paycheck. Role Description This is a remote, full-time position as a Client Services Associate (Cruise Specialist). You’ll be responsible for handling customer inquiries and providing outstanding service throughout the booking process. Daily tasks include: - Responding to emails and phone calls - Assisting with travel bookings and cruise reservations - Resolving client concerns promptly and professionally - Ensuring complete customer satisfaction from start to finish - Supporting payment processing, invoicing, and budgeting coordination Qualifications - Strong Client Services and Customer Support skills - Excellent communication and organization abilities - Basic understanding of finance processes (invoices, payments, etc.) - Proven ability to multitask and manage multiple clients - Detail-oriented and proactive problem solver Experience in travel or hospitality is a plus