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/)

Alternate Locations: Charlotte, NC (North Carolina); Omaha, NE (Nebraska); Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 75907 The Role at a Glance We are excited to bring on an AVP, Operations Experience & Execution to join our Group Protection Client-Customer Support & Ops Management team in a remote or hybrid environment, depending on your proximity to one of our key cities. Background Details As the AVP - Operations Experience & Execution, you will provide direction and functional expertise for elevating operational performance, strengthening end‑to‑end experience for employees, brokers, employers, and members. You will ensure their assigned business area operates with discipline, insight, and customer‑centric execution. What you'll be doing Strategic Leadership & Operational Excellence - You will lead the execution of strategic, operational, and enterprise priorities that improve quality, efficiency, and customer outcomes for their business area. - You will modernize and simplify processes through digital enablement, automation, and data‑driven insights. - You will ensure operational capabilities scale to meet regulatory, market, and business needs. - You will oversee the design and governance of efficient workflows, controls, and operating models. Experience Management - You will lead a successful design and deliver of business area operations employee engagement and customer satisfaction programs. - You will lead assigned business area operations CARE team(s). Centralized Operations Governance & Insights - You will govern operational executive dashboards, including leading development of metrics to define customer service experience, measurement, monitoring, and reporting. - You will lead prioritization of projects in portfolio and coordination/execution to deliver desired strategic business outcomes. - You will develop business continuity planning and implement governance steps to ensure adherence. Customer & Stakeholder Experience - You will champion customer‑centricity across all business area operational processes and touchpoints. - You will lead initiatives that reduce friction and enhance lifecycle service consistency. - You will oversee issue escalation and resolution for assigned department/business area(s) Performance Management, Quality & Insights - You will oversee development & execution of quality control initiatives and/or solutions to ensure audit readiness, remediate issues, and drive continuous improvement. Talent Leadership & Organizational Development - You will build high‑performing teams and foster an inclusive culture of ownership and accountability. - You will drive talent development in support of both individual career growth and organizational succession planning. Cross‑Functional Partnership & Enterprise Collaboration - You will collaborate closely with peer AVPs and other business leaders across Group Protection to ensure best practices and operational needs are being met. - You will influence enterprise priorities through data‑informed recommendations. What we’re looking for Must-have experience (Required): - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's). - 10+ Years of service and/or business operations experience directly aligned to the specific duties for this role, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience. - Group Protection industry experience. - Ability to think critically, analyze information, evaluate the implications of a course of action or solution, and to make decisions under pressure. - Demonstrated strong relationship management skills with internal/external stakeholders with proven ability to develop creative and collaborative approaches. - Confident, comfortable communicator with strong written and verbal communication skills. Nice-to-have experience (Preferred): - Strong service/operations acumen on customer landscape/experience with the ability to evaluate our operational processes to provide competitive insight and opportunities. - Experience partnering or working with a PEO. - Project management, process efficiency and change management skills/experience. Application Deadline Applications for this position will be accepted through March 30, subject to earlier closure due to applicant volume. What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for you: - Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes - Leadership development and virtual training opportunities - PTO/parental leave - Competitive 401K and employee benefits - Free financial counseling, health coaching and employee assistance program - Tuition assistance program - Work arrangements that work for you - Effective productivity/technology tools and training The pay range for this position is $127,500 - $232,300 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

• Provide enterprise-wide leadership for asset protection strategy, analytics, and operational execution across CVS Health. • Design, implement, and own end-to-end asset protection strategies and enterprise programs. • Analyze shrink, theft, and fraud trends to identify risks and opportunities for continuous improvement. • Provide cross-functional leadership on high-priority, enterprise-wide initiatives. • Build alignment and influence with Vice Presidents and senior leaders. • Partner with business leaders to identify vulnerabilities and develop scalable mitigation strategies. • Educate, engage, and enable colleagues at all levels of the organization in enterprise asset protection strategies. • Attract, develop, coach, retain, and promote top talent within Asset Protection and across the broader enterprise. • Act as a primary business partner to Executive Directors and senior leaders supporting Pharmacy and Front Store Operations.