Who we are Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.com (“Max”), an intelligent cash management solution that helps individual investors earn dramatically higher yields on cash. Max’s patented technology helps clients reallocate funds among their checking and high-yield savings accounts each month, so they can earn the highest yield while keeping their funds safe in their own FDIC-insured bank accounts. Max is available to individuals as well as through financial advisors and thousands of leading wealth management firms nationwide. More information, including bios of our management team, advisory board members, and press coverage, can be found at MaxMyInterest.com. What we’re looking for We’re looking for high-energy, engaging, empathetic, and patient client services talent to help us deliver outstanding service to our clients and financial advisors. Who you are You are a thoughtful, personable, detail-oriented professional with at least 2 years experience in client/customer service support working in the fintech, financial, insurance, or wealth management sectors. You have a passion for providing best-in-class customer support, an interest in finance, and enjoy working in a collegial environment. The role You’ll work closely with operations and member services team, helping us manage support requests from clients and financial advisors, and sharing feedback with our broader team. The position involves both responsive and proactive communication with clients and financial advisors. Your work will be critical to ensure the voice of the customer is at the center of the products and solutions that we build. You should be a good problem solver, a clear and concise communicator and good listener, kind and patient, detail-oriented, highly accountable, and enjoy engaging with clients to help them meet their financial goals. You are able to establish relationships quickly by being empathetic, highly responsive and helpful to clients who have put their trust in Max. You will also have the opportunity to get up to speed and contribute quickly. Initially, you will handle customer inquiries with high-quality replies within SLA targets and also support our advisor services team. In time, you will support new initiatives including improving the customer experience and working with other teams to provide suggestions for continuous product improvement. This position will provide you with growth opportunities in both customer service and operations as we continue to scale the business. This is a strategic role focused on customer success (not a call center representative). Requirements - 2+ years of customer service / customer success experience - Experience in relevant fintech, financial, insurance, or wealth management sectors - Knowledge or experience with support desk platforms like FreshDesk or ZenDesk - A strong desire to learn, contribute to the team, and help people Location This job is fully remote and can be performed anywhere within the continental U.S. Occasional travel may be required for training and/or team related activities. Compensation Your base salary will depend on several job-related factors including location, relevant prior experience, and/or subject matter expertise. Max operates as a remote-first workplace and offers a comprehensive and competitive benefits package including medical, dental, vision, and 401(k) benefits. The estimated pay range for this role is $55,000 - $70,000 (USD). This estimated pay information is based on our good faith estimate as of the date of this posting, and may be modified in the future. Contact us If this sounds like you, please send a cover letter and resume (along with a link to your LinkedIn profile if you wish) to careers@maxmyinterest.com. Applicants must be legally permitted to work in the U.S. Six Trees Capital LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, national origin, religion, disability, age, sexual orientation, gender expression, or parental status.

• Manages implementation activities to ensure seamless onboarding of new specialty pharmacy clients. • Addresses incoming requests from the client. • Helps support needs from the Specialty Account Executive and the rest of the account management team. • Coordinates resolution of patient-specific needs by triaging issues across internal teams and external partners. • Supports financial assistance processes to help patients access therapy and reduce out-of-pocket costs. • Conducts claims reviews to identify trends, discrepancies, and opportunities for intervention. • Leads preparation and delivery of client business reviews to communicate performance and strategic alignment. • Delivers reporting and analytics to support client transparency, performance tracking, and decision-making. • Supports execution of value-based initiatives that align with client goals and improve patient outcomes. • Identifies strategic opportunities to expand client engagement and enhance service delivery. • Maintains accurate documentation of client interactions, issues, and resolutions in CRM systems. • Coordinates cross-functional efforts to ensure timely and accurate fulfillment of client requests.

Role Description As a Client Services Advisor, Group Insurance, you develop and maintain business relationships with members and clients. You provide customer service based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for products and services and promote them based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. You will be required to work with a variety of clients who have their work benefits with Desjardins. The advisor will educate clients on their group policies, coverages, claims, beneficiaries and other day to day tasks. Policies include prescription drugs, vision, dental, extended health care, HSA, and travel insurance. - Establish an advisory relationship by identifying current and potential needs and supporting client retention. - Advise members and clients on specialized products and services and ensure member/client satisfaction. - Review client needs and compile and analyze data. Handle requests and follow up as needed. - Assist members and clients, listen to their needs and propose personalized solutions. - Help identify your unit’s operational risks and opportunities for improvement. - Stay on top of the latest standards, products and services in your field. Qualifications - College diploma in a related field. - A minimum of one year of relevant experience. - Strong communication skills in both French and English, both oral and written. - Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning. - Please note that other combinations of qualifications and relevant experience may be considered. Benefits - Competitive salary and annual bonus. - 4 weeks of flexible vacation starting in the first year. - Defined benefit pension plan that provides predictable, stable income throughout retirement. - Group insurance including telemedicine. - Reimbursement of health and wellness expenses and telework equipment. - Benefits apply based on eligibility criteria. Company Description At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

• Act as the primary liaison between clients and production teams • Conduct and manage client calls and provide comprehensive new client administrator training • Maintain all client documentation • Stay updated on product releases • Collaborate with clients on product updates • Drive continuous improvement in service delivery • Coordinate Annual Enrollment activities • Participate in sales finalist meetings and assist the sales team • Identify trends and training needs