About Us: Kilter Group is an innovative and growing financial services firm at the forefront of the industry. We provide comprehensive personal and business solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. Our clients come from diverse backgrounds, including entrepreneurs, public figures, creatives, and scientists. We collaborate with individuals and families who inspire us and share our impact-focused culture. As a nimble, next-generation firm, we challenge industry norms while delivering best-in-class strategic planning, education, and support to help clients reach their full financial potential. If you are looking for a client-centered, growth-driven career in an environment that values innovation, professional development, and flexibility, we invite you to explore joining our team. About The Role: We are seeking a Client Service Executive, Team Lead to join our team in a role focused on strengthening the execution, accountability, and collaboration of the Client Service Executive team. This is a client-facing role that combines direct client service responsibilities with oversight of day-to-day workflow coordination across the Client Service team. The focus of this position is to enhance operational consistency, improve communication across departments, and ensure that our clients receive an exceptional, high-touch experience aligned with Kilter Group’s standards. As the Client Service Executive, Team Lead at Kilter Group, you will maintain your own client relationships while supporting the organization and execution of the Client Service team’s responsibilities. You will work closely with Client Service Executives, Private Wealth Planners, Advisors, and the Director of Operations & Compliance to ensure that client commitments are clearly defined, properly documented, and completed in a timely manner. The client component of this role is intentionally structured to maintain engagement in real-time execution while ensuring workflow integrity, team accountability, and cross-department coordination. This role is accountable for ensuring task capture accuracy, completion velocity, and workflow transparency across all client tiers. You will play an important role in reinforcing firm processes, strengthening CRM task management and documentation standards, identifying workflow gaps, and supporting the professional growth of the Client Service team. While this is not a formal managerial position, the role requires maturity, strong communication skills, and the ability to foster accountability and collaboration across teams. This is an opportunity for an experienced wealth management professional who thrives in a structured yet collaborative environment, values ownership and precision, and wants to contribute meaningfully to the continued growth and operational excellence of a forward-thinking Registered Investment Advisor. What You Are Responsible For: Client Responsibilities - Serve as primary point of contact for assigned clients - Ensure all client meetings have documented notes, assigned action items, and clear deadlines entered into CRM within 24 hours - Coordinate with Investment Operations to initiate and track money movement, transfers, and account maintenance requests, confirming completion within expected timelines - Manage custodian communications and servicing requests, ensuring proactive follow-through and client updates - Oversee insurance case coordination, underwriting progress, and documentation tracking, ensuring no outstanding requirements exceed defined follow-up intervals Workflow & Pipeline Accountability - Maintain real-time visibility into the active workload of all Client Service Executives - Conduct weekly pipeline review meetings with the CSE team to review: - Open tasks - Aging items (7+ days outstanding) - Upcoming client meetings - Active onboarding workflows - Review CRM activity to confirm: - 95%+ of client meetings have documented notes and assigned action items within 24-48 hours - All tasks have a clearly defined owner and deadline - Monitor task aging and escalate items that exceed defined service-level standards. - Identify bottlenecks in onboarding, servicing, or documentation and take ownership for driving them to resolution, modeling and reinforcing an outcome-oriented culture where issues are carried through to completion Cross-Department Collaboration & Execution - Serve as the operational checkpoint between: Client Service Executives, Private Wealth Planners, Advisors, Investment Operations - Conduct structured pre-meeting readiness reviews for Tier 1 & 2 meetings to confirm: - Planning materials are complete - Reports are accurate - Action items from prior meetings are resolved - Ensure hand-offs between departments are documented in CRM and assigned - Resolve breakdowns in communication within 48 hours of identification - Standardize meeting follow-up expectations across advisors to ensure consistency Process Integrity & Operational Excellence - Conduct monthly CRM audit reviews to measure: - Task integrity rate - Action item documentation rate - Task completion velocity - Track onboarding cycle time from signed agreement to funded account and recommended process improvements where delays exceed target benchmarks - Propose at least one process enhancement per quarter focused on reducing servicing friction or improving efficiency - Maintain documentation standards within CRM and Guru; ensure firm-wide adherence to documentation protocols Team Development & Accountability - Conduct bi-weekly 1:1 check-ins with each CSE focused on: workflow organization and execution gaps - Provide feedback to Director of Operations & Compliance prior to performance reviews - Communicate with Director of Operations & Compliance directly when standards are not being met and set corrective expectations - Train new CSE and advisor hires on workflow discipline and execution standards - Hold advisors accountable to documented process when servicing standards are bypassed

Company : Highmark Inc.Job Description : JOB SUMMARY HNAS (Health Now Administrative Services) offers flexible, cost-effective solutions for employee health benefits. HNAS is part of Highmark Health, a national blended health organization with a mission to create remarkable health experiences. Our culture is built on your growth and development, collaborating across our organization, and making a big impact for those we serve This job partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained. The incumbent assists in the preparation of proposals, meeting materials and/or sales collateral during the account renewal process. Evaluates, recommends and implements processes to ensure that account objectives are met. Serves as the sales liaison between group administrators and the Organization's internal departments for problem resolution. ESSENTIAL RESPONSIBILITIES - Partner with assigned Client Manager(s) to maintain and grow existing business and ensures positive account relationships are maintained. - Assist in the preparation of benefit design analysis for specialized proposals and quotes. Runs financial reports or performs basic financial analysis on utilization data and market research and analysis. - Develop detailed specifications for implementation of new products for clients. - May conduct enrollment meetings during the account renewal process. - Analyze operational business problems and provide problem resolution and effect change to all facets of the company. (i.e. address benefit and administrative issues and recommend alternative solutions for the account, etc.) - Leverage internal resources to bring the best service and problem resolution to assigned accounts. - 4. Work closely with Sales Support Analysts responsible for account processing and set-up to ensure accurate and seamless service delivery. - Develop documents and processes to ensure effective communication via work plans for all account implementation activities. - Function as the primary contact for the resolution of the day to day account service issues. - Support customers during the implementation of sales contracts and throughout the relationship by resolving difficult issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty. - Other duties as assigned or requested. QUALIFICATIONS Minimum: - High School Diploma or GED - 3 - 5 years of relevant, progressive experience in the area of specialization or Bachelor's Degree. Exempted experience requirements effective August 2016 Substitutions - None Preferred: - None SKILLS - Service orientation - Diligence - Problem Solving - Communication - Drive for Results - Evaluates Critically - Influence, Persistence & Resilience - Planning and Organizing LICENSES or CERTIFICATIONS Minimum: - None Preferred: - State specific Producer License’s for Life, Accident & Health. SCOPE OF RESPONSIBILITY Does this role supervise/manage other employees? No WORK ENVIRONMENTIs Travel Required? Yes Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies. As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements. Pay Range Minimum: $17.31 Pay Range Maximum: $25.96 Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets. Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org California Consumer Privacy Act Employees, Contractors, and Applicants Notice

🌟Client Liaison - Disability Benefits– Remote - Anywhere in the US 🌟 Work from anywhere while making a real impact! Why you’ll love this role: ✅ 100% remote – work from your favorite spot ✅ Make a real impact on employees’ lives ✅ Join a team that’s passionate, supportive, and fun The Client Liaison — Disability Benefits supports assigned clients by managing disability benefit workflows and resolving client inquiries. This role conducts root cause analysis, recommends solutions, and collaborates with cross-functional teams to ensure effective and timely issue resolution. ✅ Bring your energy, expertise, and ambition. Apply now and let’s make success happen together!

• Provide white glove support to employees, executives, and VIPs. • Application and hardware troubleshooting and resolution. • Manage employee lifecycle changes (joiner, mover, leaver) including New Hire Orientation. • Manage user accounts and groups via Active Directory, Okta, and Entra ID. • Manage complex Level 2/3 issues and coordinate with Level 1 MSP to ensure timely resolution. • Act as a trusted technical advisor and maintain a high-quality support experience. • Manage and maintain systems and knowledge base articles. • Support OS upgrades, device refreshes, offsite deployments, and other strategic initiatives. • Follow change management best practices to help users ease into changes. • Identify opportunities to improve processes, documentation, and service delivery. • Take ownership of issues and drive them to resolution with urgency. • Adapt quickly to shifting priorities and business needs. • Escalate issues appropriately and communicate clearly with technical and non technical audiences. • Support and administer Microsoft 365, Windows 11, Entra ID, Intune, Okta, and iPadOS.