• Receive each confirmed booking handed over by the Ticketing team and create or update the full trip record in our client management system, including all flight details, passenger information, seat assignments, meal preferences, and frequent flyer numbers • Prepare invoices using FreshBooks, our billing platform, following your Team Lead's instructions, and hold them for review before sending anything to the client • Once the itinerary and invoice are approved by your Team Lead, send them to the client with a warm, professional message in Periskope, our client communication platform • Coordinate any additional services the client has requested, such as airport chauffeur pickups, specific seat selections, or special meals, and record all confirmation details in the client's trip record • Before sending any deliverable to a client, confirm that payment has been received and correctly recorded. You will cross-check payment status across our internal systems using details provided by your Team Lead • Payments at Ascend come in several forms: credit card charges processed through Stripe, bank wire transfers, PayPal, and occasionally cryptocurrency. Each has a specific verification process you will follow, and your Team Lead will confirm the status for each before you proceed • If the payment record in any system does not match what you expect, flag it to your Team Lead immediately. You do not communicate payment issues directly to the client • Make sure all records in our client management system and billing platform match before any client communication goes out. This includes passenger details, flight information, invoice amounts, and payment status • Keep records updated in real time throughout your shift. If a booking changes, the record changes immediately • Ensure no booking task sits unactioned for more than 30 minutes during your shift • Work closely with your Team Lead, who reviews your work, approves client sends, and is there to support you on anything complex • Coordinate with the Ticketing team on any changes that affect a ticket after issuance, and with the Client Service team on any client-facing updates • Escalate any payment discrepancy, data mismatch, or client issue to your Team Lead immediately rather than trying to resolve it alone

• Review quotes and purchase orders for accuracy and completeness • Ensure alignment with internal policies and customer requirements • Monitor the shared Orders inbox on an hourly basis • Prioritize requests based on urgency and ensure timely processing • Proactively retrieve time-sensitive purchase orders • Coordinate with Sales Representatives and customer Accounts Payable teams • Identify missing information or inconsistencies in Salesforce • Partner with Sales, Legal, and Finance to resolve issues quickly • Maintain accurate and up-to-date deal records in Salesforce • Ensure all finalized agreements are properly documented

Job Type: Full-time, long-term contractor Workplace: Remote Schedule: Full-time, aligned with U.S. business hours (Pacific Time Zone) Compensation: $1600 - $2000 USD Join a boutique wealth management firm as a client-facing specialist supporting advisors and operations. Handle client inquiries, account administration, and custodial processes with Charles Schwab and Fidelity. Serve as primary contact for service requests while maintaining compliance standards. Work in a collaborative, high-touch environment with engaged clients. Ideal for candidates with financial planning or RIA experience. A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience. We seek a detail-oriented professional with exceptional communication and organizational skills who thrives in fast-paced, service-oriented environments. The ideal candidate demonstrates strong problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders. • Serve as primary contact for client service and operational inquiries, answering questions regarding accounts, paperwork, and custodial processes • Process and manage account openings, transfers, maintenance requests, and cash movements to ensure seamless client experience • Support financial advisors with account administration and client follow-up to enhance service delivery • Liaise with custodians to resolve issues efficiently and maintain operational excellence • Maintain accurate records and ensure compliance standards are met while providing polished, professional client service

Overview As we continue to build our team in support of our vision to the be the world’s best and most trusted mobility company, Enterprise Fleet Management, a business line of Enterprise Mobility is excited to announce the opening of a Maintenance Coordinator! The Maintenance Coordinator will primarily be responsible for providing automotive technical support and advice to Fleet Management groups, clients, and vendors related to scheduled maintenance and wear items. This position reviews repair orders according to manufacturer requirements and negotiates for proper service intervals, fluids, and pricing, prior to providing approval. This is a full-time work from home position that will allow you to work 100% from your home residence in Atlanta or surrounding counties. Our department operates between the hours of Monday through Friday 6 a.m. - 9 p.m. CST and Saturday 7 a.m. - 4 p.m. CST. The schedules offered are based on current business needs. The pay range for this position is $21.20 to $24.20 per hour. Pay within the range will be determined based on numerous factors including, but not limited to, relevant education, qualifications, experience, skills, performance, time in position, and business or organizational needs. - Additional compensation will be provided for weekend and evening shift differential (up to $2.00/hour) - This position also has the opportunity to earn an additional $0.25/hr for each current ASE certification you hold in this list: A1-A9, T4, T8, C1, G1, & B5. Enterprise Fleet Management also offers a benefits package including paid vacation and choice time days; medical, dental, and vision insurance benefits; dependent spending account, health savings account, life and disability insurance; fertility benefits, Employee Assistance Programs; profit sharing, 401(k) employer match, discounts and more! Company Overview Enterprise Fleet Management is a privately held, full-service fleet management business for companies, government agencies and organizations with medium-sized fleets. With more than 50 fully staffed offices nationwide, our team of experts can assemble a customized or full-service fleet management program that is just right for each business. With a North American fleet of 750,000 vehicles and growing at almost 6 percent, the opportunity with Enterprise Fleet Management is tremendous. Our business continues to thrive, and we remain committed to the investment in and the development of our people. We do the right thing by our customers and employees every time and in every situation. Not only is that great for business (as seen in our global growth and success) it’s also great for employees. Responsibilities Responsibilities include: - Provide timely response to orders submitted by phone and email, in an efficient and friendly manner - Review proposals to ensure proper services are performed according to manufacturers' interval-based timing and appropriate pricing for suggested services - Negotiate pricing, assess and apply proper warranty applications while creating and issuing purchase orders according to our operating procedures - Contact clients to provide recommendations, explain proposed repair procedures and gain approval - Make recommendations to internal business partners regarding repair recommendations and cost - Locate and suggest proper service locations for clients Equal Opportunity Employer/Disability/Veterans #LI-REMOTE Qualifications Minimum Qualifications Include: - Must be 18 years of age or older - Must live in the Atlanta Metropolitan area or surrounding counties - Must live in the state of Georgia - Six (6) months of customer service experience required - Six (6) months of automotive maintenance or repair experience required, experience in a lube shop, tire shop, repair facility or dealership preferred - Degree in Automotive Technology preferred - ASE (Automotive Service Excellence) certifications preferred - Basic proficiency with Microsoft Office products (Word, Excel, and Outlook) - Must have the ability to meet all work from home technical requirements - Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future Competency Based Qualifications: - Executing - Customer Service - Detail-Oriented - Analyzing - Communication - Flexibility Work from Home (WFH) Requirements: - Must have reliable and consistent high-speed internet access provided by a terrestrial cable or fiber provider (no DSL or satellite) - High-speed Internet connection with a minimum validated upload speed of 5Mb and download speed of 25Mb is required. Connection latency must be less than 100ms. (Please validate using a speed test tool such as http://www.speedtest.net/)