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

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

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology. What You'll Bring: - 3 - 5 years sales experience with direct interaction with business customers - Bachelor’s degree in business or related field (preferred) - Experience effectively and efficiently researching and addressing account issues - Strong business acumen - Strong problem solving skills - Ability to navigate within a matrixed environment to identify appropriate resources - Financial Services experience in order to articulate TransUnion's value proposition - Previous experience with data and insights (preferred) Impact You'll Make: - Collaborate with Client Executive in overall management of accounts to ensure client satisfaction - Consult with Industry Executives, product owners and other matrix partners for opportunity development - Responsible for updating various aspects of the sales opportunity in SalesForce - Responsible for product implementation work with client - Communicate with client users on a regular cadence to identify gaps in product usage or resolve issues - Responsible for revenue expansion through upsell/cross-sell opportunities - Responsible for gathering Voice of User feedback (competitive insight, use cases) and inform Client Executive as needed - Work closely with Sales Support team to ensure account information is up to date and execute on client requests and reporting Protecting the health and wellness of our associates and candidates considering a career at TransUnion is our highest priority. In supporting this vision, our recruitment and new hire experience for this role is fully virtual for the time being. Candidates interviewing will get to know our team over the phone and video, and this role will operate virtually at this time. Even though we’re not physically together right now, our goal is to provide you a supportive candidate and new hire experience that will immerse you in our culture and set you up for success at TransUnion. TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion’s Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com. Pay Scale Information : The U.S. base salary range for this position is $63,000.00 - $105,000 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% – 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Client Value Exec Focus, Account Dev - Direct Sales Company: TransUnion LLC

Role Description As a Client Service Specialist, you will be the first point of contact for our clients, delivering a high-touch, white-glove experience. This role will primarily focus on: - Handling inbound calls - Taking and processing orders - Coordinating deliveries - Ensuring a smooth customer experience during peak volume This is a temporary, seasonal position as a Contractor, supporting our team during the Mother’s Day holiday period (approximately 3 weeks). In this fast-paced environment, you will manage a high volume of inquiries with efficiency and professionalism, ensuring accuracy and attention to detail at all times. Qualifications - Experience in client service, call centers, retail, hospitality, or similar fast-paced environments - Strong verbal and written communication skills - Ability to multitask and stay organized under pressure - Strong attention to detail and accuracy - Comfortable handling high call volume and time-sensitive requests - Experience with CRM systems, POS systems, or similar tools is a plus - Ability to work independently in a remote environment Requirements - Temporary role, approximately 3 weeks - Training: April 20th to April 24th - Working (up to 40 hours/week): April 27th to May 10th - Optional to extend through May 11th to May 13th - Schedule (3 slots available): - Monday - Friday, 8:00 AM - 4:00 PM PST - 8:00 AM - 5:00 PM PST - 9:00 AM - 6:00 PM PST - 10:00 AM - 7:00 PM PST - Fully remote position - Stable, high-speed internet connection required - Dedicated, quiet workspace free from distractions - Professional-quality headset for phone communication - Working laptop capable of running required systems Benefits - $8 – $10 USD per hour - Fully remote role