• Respond to inquiries via live chat, email and phone • Offer guidance and troubleshoot support to assist clients • Handle client inquiries appropriately and ensuring that high level service is provided • Introduce financial products and services • Provide advanced financial customer service • Cooperate effectively with other departments • Contribute to teamwork to achieve goals • Identify areas for improvement and share suggestions and feedback with the team • Consult with appropriate specialist staff as required • Perform other duties as directed by manager

• Proactively support servicing and account administration for clients, partners, brokers, and consultants • Support and create administrative sales activities associated with qualifying and quoting to prospects • Support relationships with clients by establishing and maintaining strong internal relationships • Communicate and coordinate client requirements and needs with business partners • Support the implementation and intake requests of new clients • Maintain working knowledge of existing and new products/services • Effectively utilize the sales automation system to maintain current client and prospect records

This is a remote position. Entry-Level Remote Client Travel Specialist Overview: Ready to turn your interest in travel into something more? As an Entry-Level Remote Client Travel Specialist, you’ll help clients plan and coordinate trips while working from home. This role offers variety, flexibility, and the opportunity to support clients in creating memorable travel experiences. Key Responsibilities: - Assist clients with planning and booking travel, including accommodations, transportation, and activities - Provide accurate and timely information to support client travel decisions - Maintain client records and manage travel details with attention to accuracy - Communicate professionally via phone, email, and online platforms - Stay informed on travel trends, supplier updates, and destination information - Ensure a positive client experience from initial inquiry through trip completion Qualifications: - Strong communication and customer service skills - Basic computer skills, including proficiency with email, web-based tools, and data entry - Ability to multitask and manage time effectively in a remote environment - High level of organization and attention to detail - Self-motivated with the ability to work independently - Interest in travel and helping others plan experiences What We Offer: - Remote work flexibility with adjustable scheduling options - Supportive team environment - Access to industry tools and resources from the top vendors in the industry - Personalized website filled with specials - Travel Advisors E&O insurance - Opportunities for professional development and growth within the travel field This is a great opportunity for individuals seeking flexibility, meaningful work, and a role centered around helping others enjoy travel.

Customer Service Representative Location: Remote Compensation: $18.00/hr Employment Type: Full-Time About Us It’s Just Lunch is the world’s leading personalized matchmaking service, specializing in connecting busy professionals with quality matches. With over 34 years of experience, we have arranged more than 2 million first dates across 150 locations in 4 countries. As a Matchmaker Coordinator, you will play a pivotal role in creating meaningful connections and making a lasting impact on people’s lives. Why Join Us? - Comprehensive benefits package: medical, dental, vision, disability, life insurance, 401(k) with match, and paid time off - No weekends: predictable Monday - Friday schedule - Professional growth opportunities: continued training, mentorship, and advancement - Dynamic, team-oriented environment with performance-based bonuses and prizes Who We’re Looking For We are seeking a high-energy, self-motivated professional with a passion for customer success and relationship-building. The ideal candidate has: - 2+ years of experience in customer service - 2+ years of remote work experience - Previous experience managing high call volume, high client and/or account volume - Exceptional verbal and written communication skills, especially over the phone - Strong organizational and multitasking abilities with a results-driven mindset - Intermediate knowledge of Microsoft Office and CRM platforms - The ability to handle emotionally sensitive conversations with empathy and professionalism Your Role & Responsibilities As a Customer Service Representative, you will assist with all aspects of the client experience, ensuring they receive top-tier service throughout their matchmaking journey. Your responsibilities include: - Assist with managing client relationships: Regularly communicate with clients, understand their preferences, and provide tailored matchmaking services - Assist with selecting and presenting high-quality matches that align with client expectations - Coordinating dates and maintaining ongoing client engagement - Balancing daily calls and emails to ensure superior client support - Providing coaching and guidance to clients in their dating journey Work Environment & Office Location This is a remote position How to Apply If you are a customer-focused professional with experience working with high-end clientele and want to make a real difference in people’s lives, we encourage you to apply today!