We are bringing on Client Experience Partners – Remote (Independent) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys. Key Responsibilities: - Support clients with travel planning and reservations. - Provide clear, professional communication. - Resolve client issues promptly. - Attend ongoing training and webinars. - Collaborate with team members for quality service. Qualifications: - Excellent communication skills. - Reliable internet and technology. - Service or administrative background is a plus. What We Offer: - Remote work flexibility. - Training and onboarding. - Growth opportunities. - Travel benefits. -

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The role of Global Intake Specialist at BBA Immigration is essential in guiding potential clients towards successful consultations with our legal team. This position exists to improve the intake process by increasing the number of consultations booked and ensuring potential clients receive timely and professional follow-up. As a part of this process, you will make a significant impact by ensuring that each qualified lead is converted into a consultation that aligns with the firm's mission of aiding immigration applicants. Your efficiency and dedication to follow-through will support the firm’s broader client service strategy and growth objectives. - Lead Management: Handle inbound leads from website inquiries, social media, referrals, phone calls, and chats, ensuring prompt response and structured follow-up. - Client Qualification: Screen leads for potential eligibility and value using prescribed firm SOPs and scripts. - Consult Scheduling: Communicate the value of the firm’s services and confidently guide qualified prospects toward securing a consultation with an attorney, aiming to book the consultation on the initial call. - Follow-Up: Consistently follow up with potential clients to maintain engagement and ensure consultations move forward as scheduled. - Engagement Agreements: Prepare and send engagement agreements, ensuring they are signed and returned promptly. - Data Management: Maintain accurate and up-to-date records in Clio, ensuring all interactions are logged. - Process Improvement: Identify and act upon opportunities to streamline and enhance the intake process. - Reporting: Contribute to team success by tracking performance metrics and achieving monthly targets. Qualifications - Bilingual Fluency: Must be fluent in both Spanish and English, capable of engaging diverse client populations. - Sales Experience: Proven experience in consultative sales within professional services, emphasizing empathy over high-pressure tactics. - Follow-Up Skills: Demonstrated persistence and ability to handle objections empathetically and effectively. - Tech Proficiency: Familiarity with CRM systems, particularly Clio, plus Microsoft 365 and communication tools like WhatsApp. - Self-Starter: High initiative, able to act independently without needing direction, and continuously seek improvement. - Communication: Excellent communication skills with a focus on empathetic client interactions. - Process Discipline: Ability to diligently follow scripts and SOPs while adapting as needed to client contexts. - Coachable: Open to feedback and adaptable to process improvements, with an eagerness to learn and grow. - Remote Work Readiness: Proven ability to thrive in a remote work environment while maintaining accountability, communication, and consistent performance. Benefits - Meaningful Impact: Work where your efforts directly change lives and facilitate dreams. - Leadership Access: Collaborate closely with partners and influence firm growth. - Professional Growth: Join a team that values continuous learning and skill development. - Supportive Culture: Be part of a team that prizes clarity, data-driven decisions, and collaborative improvements. - Performance Incentives: High performers have the opportunity to earn meaningful bonuses tied to strong results and contributions to firm growth. - Paid Time Off: Take time to recharge with paid time off designed to support rest and personal balance. - Holidays: Enjoy paid holidays that allow you to step away and spend meaningful time with family and friends. - Compensation: $1,500 - $1,600 monthly.

• Provide client service to partners, intermediaries, and plan sponsors. • Develop and maintain a detailed comprehension of retirement plans and Ascensus products. • Identify, own, and resolve client issues with proactive consulting. • Ensure inquiries and issues are resolved and service levels are met. • Assist in managing vendor relationships on behalf of clients and partners. • Educate clients regarding plan features, product capabilities or Ascensus functionality and process.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Manager-Client Performance serves as the daily point of contact for internal and external clients regarding all aspects of servicing client inventory, including performance, operations, and reporting. This individual will serve as a liaison between external clients and internal Rausch Sturm departments to clarify and communicate the expectations of both groups to ensure that they are aligned and that they are operationally feasible. The Manager-Client Performance will also monitor the performance of client inventory and identify successes and areas of opportunity. Position will require an individual who has strong critical thinking skills and the ability to analyze data. - Serves as a primary liaison between client and firm for top-tier clients - Refreshes client-specific reporting each month and reviews KPIs by client to identify successes and areas of opportunity - Prepares performance reviews/decks for each major client and leads and participates in performance calls with certain clients - Monitors client placements for timely and accurate loading - Monitors client inventory for timely suit, judgment, and execution progression - Provides notification of client changes to appropriate internal stakeholders and confirms implementation of changes - Updates reference materials as changes occur and communicates those changes internally - Researches and resolves account-level issues escalated by both internal and external clients in a timely manner - Identifies trends and potential systemic issues through working of individual account-level issues and provides recommendations to stakeholders - Other responsibilities as assigned Qualifications - Superior written and verbal communication skills, including ability to present complex information clearly and concisely - Curious and creative mindset that seeks to develop innovative solutions and process improvements - Ability to manage shifting priorities in a fast-paced, detail-oriented, results-driven environment - Ability to interact well with others and show respect for alternative viewpoints Requirements - High school diploma (or equivalent) is required; Bachelor’s degree preferred - Previous experience working with clients preferred - Proficiency in Microsoft Office suite Physical Requirements - Prolonged periods of sitting at a desk and working on a computer - Frequently required to talk or hear, and use hand to type, handle, or touch objects - Regularly required to stand and walk, and may be required to stoop, bend, or reach above the shoulders - Must be able to occasionally lift up to 25 pounds at times - Must be able to access and navigate each department at the organization’s facilities Work Environment - The position is remote - Schedule: Monday through Friday, 8am to 5pm Benefits - Health insurance - Dental - Vision - Health Savings Account - Flexible Savings Account - 401k Retirement Program - Paid Time Off (PTO) - Holidays - Employee Referral Program - Volunteer Time Off - Firm bonus program