Overview We are currently seeking motivated individuals to join our remote team as a Travel Services Coordinator. In this role, you'll assist with supporting clients throughout various stages of their trip preparation by helping organize service components, reviewing available reservation selections, and ensuring travel details remain properly documented. This opportunity is ideal for individuals who enjoy working with people, supporting planning activities using web-based tools in a remote setting. Primary Responsibilities - Communicate with clients to gather travel preferences and scheduling details - Assist with arranging lodging, cruises, transportation options, and activity selections - Review available packages through approved booking platforms - Provide clear planning information for the clients expectations and timelines - Support itinerary-related updates and service adjustment requests - Prepare reservation confirmations and maintain organized planning records - Respond to client questions across email, phone, and messaging platforms - Participate in virtual training sessions and team collaboration meetings Skills - Strong written and verbal communication abilities - Attention to accuracy when managing service-related information - Comfort navigating browser-based tools and digital systems - Ability to manage multiple planning requests efficiently - Confidence working independently in a remote workspace - Reliable internet connection and general computer familiarity - Applicants should be authorized to work in the U.St., U.K., Mexico, Australia, or Spain What This Opportunity Includes - Flexible scheduling options - Structured onboarding and ongoing training support - Access to supplier-related incentive opportunities

• Support one or more Client Managers or Client Executive on a designated book of business • Day-to-day servicing on clients including issuing proofs of insurance • Prepare summary of Insurance for renewal or mid-term reviews • Process and request endorsement transactions with carriers • Provide invoices and statements to clients and review accounts receivables • Review and deliver premium audits to clients • Gather documentation needed for new and renewal marketing • Enter data needed to produce quotes into various carrier systems • Review binders, policies, endorsements, and audits for accuracy

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.