Location: Remote (PacificTime Zone preferred) Scheduled Hours: 10:00am - 6:30pm At BRECOflex CO., L.L.C., we’re strengthening support for our growing West Coast customer base. We’re looking for a Bilingual Customer Account Coordinator who will thrive on building relationships, solving problems, and driving results. In this high-impact role, you’ll serve as a key partner to our Western territory sales team, ensuring customers receive fast, accurate, and solutions-focused support every step of the way. What You'll Do: - Manage customer inquiries via phone, email and chat inquiries. - Support outside sales teams with account management and Western territory coordination. - Process customer orders, ensuring accuracy and timely fulfillment. - Respond to customer needs, including technical product support, quotes, order updates, and complaint resolution. - Manage CRM records, issue RGA/RMAs, and handle returns precisely. - Collaborate with vendors, purchasing teams, and internal departments to meet customer requirements. - Ensure compliance with ISO 9001 standards in daily activities. What We’re Looking For: - Education: A high school diploma or GED is required. - Experience: - Minimum 3 years in a customer service or account support role. - Experience in manufacturing or industrial settings preferred. - Skilled in CRM tools, ERP systems (SAGE), and pricing programs. - Proven ability to support customers and sales teams effectively. - Experience with inventory and purchasing systems required. - Experience with communication customer product needs and application. - Pacific Time coverage for West Coast accounts. - Skills: - Fluent in Spanish and English (written and verbal).Required - Proficient in Microsoft Excel/Google Sheets. - Exceptional communication, organizational, and problem-solving skills. Work Environment: - Fully Remote work Scheduled hours Pacific Time (10:00 am - 6:30 pm). - Must maintain a professional, distraction-free home office environment. - Ability to sit and work at a computer for extended periods of time. - Must be comfortable handling a high volume of customer communication in a fast-paced environment. - Frequent use of phone, email, chat, video conferencing, and other digital communication platforms. Compensatiopn and Benefits: - Salary Range:$21/hr- $22hr based on experience - FREE Medical, Dental, Vision and Life Insurance - Employer Paid Life Insurance for Employees - Paid Time Off:Vacation, Personal, Sick Days - 401(k) with Company Match - Employee Assistance Program (EAP) Our Mission To deliver innovative, high quality solutions through trusted partnerships, empowered people and a culture of excellence that drives performance and value across every market we serve. Ready To Apply? Visit www.brecoflex.com to learn more about our company and explore current opportunities. We’d love for you to be part of our team! About BRECOflex BRECOflex CO., L.L.C. is a trusted manufacturer of high precision timing belts and drive components, serving diverse industries since 1989. As an ISO-certified company, we prioritize innovation, quality and continuous improvement in a collaborative, high-tech environment.

• 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 • 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 • 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 • 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 • 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

As a Client Service Representative, you will be the first point of contact for new Business Wire clients. Customer-focused verbal and written communications, multi-tasking, time management and organizational skills are a must to succeed in this role with a high level of client and prospect interaction. You will be a key liaison between the sales team, newsroom and clients. What You Will Do - Field incoming emails and phone calls from prospective and existing clients. This includes but is not limited to queries on pricing, billing/collection matters, general product information and other related questions - Primary responsibility and contact for membership applications, account setup & transition to Sales Development Representative - As necessary, review inbound leads not related to membership applications and account setup and to determine the appropriate next step for routing - Collaborate with colleagues on specific client interactions, record activity in Salesforce, and ensure proper client follow up occurs as needed. - Act as liaison between client, sales team, marketing and newsroom to ensure that client needs are met - Assist as needed with Business Wire needs and events, including media breakfasts and client visits and client lunch and learn events. - Keep current with public and investor relations industry trends - Work as a team member to provide outstanding customer service and support - Consistently surpass customer expectations by understanding the customer’s business, empathizing with their problems and providing solutions to meet their needs. - Take the first step, maintain a positive mental attitude and use enthusiasm and genuine concern to establish a trusting relationship that assures customers of your commitment and interest in understanding customer needs and working company internal systems to satisfy those needs. - Objectively analyze problem situations, taking personal responsibility for identifying a resolution and steps to provide a solution and remaining engaged until a solution is reached. - Possess a working knowledge of products and applications as the backbone for understanding customers’ needs and making suggestions for solutions. What You Will Need - Previous experience providing excellent customer service in a fast-paced environment - Strong organizational, time management and multi-tasking skills - Ability to work under time constraints and deadlines - Excellent and adaptive verbal and written communication skills - Proficient in standard business applications including Microsoft Office (Word, Excel) and ideally, a CRM system such as Salesforce - Ability to prioritize time to maximize the greatest overall return on effort spent and probe for sufficient information to determine the significance and urgency of a specific task and devoting the appropriate amount of time to any given task based upon its relative impact on the successful completion of key job objectives. - BA/BS degree, or international equivalent, and customer service experience preferred - Proficiency with Salesforce.com preferred. What We Offer - The base salary range for this position is $54k to 58k/year. Offered salary will be determined by several factors, including but not limited to: applicant’s education, experience, knowledge, skills and abilities, as well as internal equity and alignment with geographic market data. Business Wire reserves the right to modify this salary range at any time. - Business Wire’s total rewards include: - Ability to work remotely - Excellent health benefits that begin on your first day of employment - $100 monthly fitness allotment, a tuition reimbursement program, and enhanced mental health resources - 401(k) plan with generous company match, and annual profit sharing contribution (subject to company performance) - PTO, Floating Holidays, Wellness Day Off, Birthday Day Off, and more!

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