We are seeking a detail-oriented and service-focused Client Services Coordinator to support clients with planning assistance, booking coordination, and general customer care. This role is ideal for someone who enjoys helping others, communicates well, and thrives in a remote, flexible work environment. Responsibilities Assist clients with general questions, planning support, and coordination of booking details Provide excellent customer service through email, phone, and messaging Support clients with organizing trip preferences, dates, and experience options Help gather information needed for itineraries, reservations, and service selections Maintain accurate client and booking notes within our systems Communicate professionally to ensure a smooth, positive travel-related experience Stay informed about available destinations, suppliers, and service offerings Support follow-up, confirmations, and administrative tasks Work collaboratively with the team to ensure client satisfaction Skills & Qualifications Strong communication and customer service skills Ability to work remotely and manage your own schedule Organized, detail-oriented, and comfortable using online tools Professional, reliable, and self-motivated No prior experience required — full training provided What We Provide Comprehensive training and ongoing support Access to online tools, systems, and resources Flexible remote schedule One-on-one guidance to help you grow Supportive team environment Work Environment This remote role offers flexible hours and involves assisting clients with planning needs, coordinating details, and helping create smooth, enjoyable experiences. This position is performance-based and ideal for individuals who enjoy travel-related work and independent scheduling. $40,000 - $60,000 a year

Overview: As a Coordinator on the Client Service team, you will be overseeing all administration withing your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts. This position can be remote within the United States and will be working east coast hours. Who We Are: - Team-oriented and collaborative - Hard-working professionals who strive for excellence - Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint What YOU will own: - Responsible for scheduling bulk telephone consultations for client service teams - Manage multiple client organization requests and respond within a timely manner - Coordinate with advisors and clients to confirm telephone consultations - Leave messages and follow up with Advisors to expedite scheduling projects - Maintain an updated status of client telephone consultations - Qualify Advisors via questionnaire to confirm if they are appropriate for consultations - Follow multiple work streams to help Project Managers organize client requests and track progress on projects - Assist with ad-hoc requests Experience YOU will bring: - 1-3 years of previous work experience dealing in a high call volume environment - Work authorization required Skills YOU will bring: - Attention to detail and excellent follow-up skills required - Strong aptitude for developing systems of organization - Excellent time management skills and able to multi-task - Ability to work as part of a team and independently - Excellent sense of urgency and responsiveness What We Offer: The annual base salary for this position is $50,000 annually You will also be eligible for the following benefits: - 15 PTO Days, 10 legal holidays, and 5 sick days - Comprehensive Medical, dental, and vision plans - 10% 401(k) match, life insurance, paid time-off and parental leave plans - Commuter benefits and a corporate gym rate - Development opportunities through the LinkedIn Learning platform - Friday happy hour, “Summer Fridays”, and free snacks - Casual work environment, team building, and other social events - Option to be full-time remote About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-BR1 #LI-REMOTE Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. Compensation $50,000—$50,000 USD

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: - Work with clients to obtain necessary information to prepare the annual reporting - Review documents submitted by clients for completeness and accuracy - Reconcile plans with only rollovers and plan stock using Excel and administration software - Utilize administration software to complete 401(k) testing and reporting - Make outgoing reminder calls and send emails to clients during the plan year reporting process - Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software - Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks - Share knowledge and explain complex topics simply - Training on concepts for a Retirement Plan Administrator I - Performs other duties as required

Role Description If you’re an experienced professional or current leader looking for a career that offers flexibility, purpose, and long-term growth, this opportunity may be the right next step. AO Globe Life is expanding its remote team and seeking professionals who are comfortable guiding conversations, building client relationships, and contributing to a collaborative, growth-focused environment. In this role, you will connect with individuals and families who have requested information about supplemental benefit programs. You will schedule virtual consultations, help them understand available options, and support them through the enrollment process. This position is well suited for professionals with experience in leadership, client management, consulting, or team development who want to continue growing in a remote, mission-driven organization. Qualifications - Experience in management, client relations, consulting, or leadership roles - Clear and confident communication in virtual environments - Organized and self-motivated when working remotely - Enjoy helping others and solving complex problems - Comfortable using Zoom and other digital platforms Requirements - Must be legally authorized to work in the United States - Reliable internet connection - Windows-based laptop or desktop computer with a functioning webcam Benefits - 100% remote work environment — work from anywhere in the United States - Flexible scheduling - Warm leads provided — no cold calling or prospecting - Weekly pay via direct deposit - Full training and licensing support - Monthly and quarterly performance bonuses - Leadership development opportunities - Advancement pathways for professionals interested in management roles - Supportive, collaborative team culture Company Description For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect working families across the United States. Our remote-first organization focuses on service, leadership development, and creating meaningful career opportunities for professionals nationwide. Ready to Apply? If you are looking for a flexible remote career where you can apply your leadership skills while helping families access important benefits, we encourage you to apply and learn more about joining our team.