• Resolve issues related to execution delays and account management. • Assist clients to understand the market trends, tools and resources available. • Proactively engage with clients to prevent churn, addressing their concerns, offering personalized solutions and providing ongoing support to ensure long-term retention. • Troubleshoot issues related to trading platforms such us login problems, platform navigation and other technical difficulties. • Attend live events and Expos. • Present the company’s value proposition to potential partners, negotiate terms, and close partnership deals. • Support existing clients over the phone, covering new leads, retention of existing clients, and prospecting new clients on SM platforms.

• Managing communication and follow-ups using guided systems • Coordinating scheduling and digital administration • Working within a structured operational framework • Participating in ongoing learning and development

Role Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. In this role, you will assume a vital position in securing families’ financial well-being. - Conducting virtual consultations with clients. - Assessing clients’ needs and imparting knowledge on solutions. - Cultivating lasting client relationships through consistent, periodic check-ins. - Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Qualifications - Passionate - Competitive - Motivated - Dependable - Hardworking - Adaptable - Flexible - Trainable Requirements - No cold calling - Qualified lead program - Advancement based on performance - Weekly pay - Mentorship and complete training - Industry leading tools and technology access - Work from home (web conference-based presentations) Benefits - All interviews will be conducted via Zoom video conferencing

• Acts as the primary point of contact for Sponsor/CRO and Principal Investigator/site communications regarding submissions • Conducts thorough administrative reviews of submissions, liaising with study and site personnel to address any missing information or issues to ensure timely completion • Documents and adheres to client requirements, including organizational and protocol notes • Provides proactive support to the team by assisting with task reassignments and managing documentation for foreign language translations • Maintains a high level of accuracy and attention to detail, collaborating with the quality control team to minimize errors • Ensures timely completion of tasks within expected turnaround times and promptly responds to customer inquiries within 24 hours • Escalates customer or timeline issues to direct supervisors as needed and participates in process improvement initiatives • Attends conferences and workshops, and completes assigned trainings promptly • Processes various items starting from MODs with minimal ICF impact, progressing to MODs with greater ICF impact, and handling PROs/SSUs/clients upon promotion to CSC II