SUMMARY The Account Services Specialist I is integral to our transfer agency operations, focusing on the creation of new accounts, execution of financial transactions, and meticulous record-keeping for our mutual fund clients. Additionally, this role entails minimal direct client interaction but requires substantial collaboration with internal team members. KEY ACCOUNTABILITIES - Accurately inputs customer data from applications to set up new accounts. - Manages basic financial operations including redemptions, purchases, exchanges, TIK’s, and account rebalancing. - Executes retirement plan account transactions in line with IRS standards. - Begins incoming transfers by dispatching required documents to the custodian. - Tracks transfer statuses and ensures follow-up until completion. - Oversees shareholder account updates and manages returned mail. - Coordinates with broker-dealers or clients to gather missing account information and seek necessary clarifications. - Connects accounts for rights of accumulation or plans accounts and processes letters of intent. - Accurately prepares and reconciles check deposits. WORKING RELATIONSHIPS - Engages with clients as necessary for general information, issue resolution, inquiries, or reporting needs. - Maintains daily communication with team members and related departments for inquiry follow-ups and workflow management. May perform other duties as required and assigned. EDUCATION AND EXPERIENCE - Bachelor’s degree in business administration or a related field. - 1-3 years of experience in client services or a related field. - Background in the financial services industry. - Series 6 license is an asset. KNOWLEDGE - In-depth understanding of retirement products, including IRA’s, and other plans. - Knowledge of mutual funds and alternative investment offerings. - Microsoft Office Suite. - Adobe Acrobat. SKILLS AND ABILITIES - Troubleshoots issues utilizing creative and critical thinking skills. - Multitasking, analytical, and organizational skills. - Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness. - Demonstrates personal integrity, responsibility, and accountability. - Effectively uses resources such as time and information in conjunction with associates. - Participates in solving problems and making decisions. - Presents and expresses ideas and information, written and oral, clearly, and concisely. - Actively listens to others to achieve understanding and supports an open exchange of ideas and information. - Identifies needs, arranges for, and obtains resources to accomplish individual and department goals. - Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations. - Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion. Equivalent education, experience, and KSA’s will be considered. Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

About the role The Real Time Operations Specialist is part of the Workforce Management department, working closely with the USA and Canada Service Delivery teams, and is responsible for monitoring, communicating, and making changes that positively affect the real-time performance of our team members. You will apply your skills in delivering excellence in Convo Video Relay operations. This position is: - Working Hours of (20 hours per week): Saturday and Sunday: 9am to 5:30pm ET 8am to 4:30pm CT 6am to 2:30pm PT Monday: 5pm to 9pm ET 4pm to 8pm CT 2pm to 6pm PT What you'll do - Monitor agent status in real time - Actively monitor dashboards to ensure optimal staffing to demand levels - Evaluate large amounts of data - Monitor, analyze, and adjust intraday forecasts derived from understood business drivers to determine required staffing levels by projecting call volumes, call duration, and required staffing levels using current trends and historical data - Solicit extra hours or offer voluntary time off where applicable, to ensure staffing meets forecasted volumes - Actively communicate with the interpreting and support teams facilitating real-time schedule adjustments - Work with the WFM Manager to perform root-cause analyses to determine and quantify reasons for forecast variance and recommend changes to enhance forecast accuracy and effectiveness - Support same-day schedule adjustments aligned with current staffing and demand needs - Ensure all same-day schedule adjustments are recorded in a timely and accurate manner - Ensure that daily operations reflect the company’s missions and core values - Maintain a positive, safe, and inclusive workplace - Assume and perform other duties and responsibilities not specifically outlined herein, but which are logically and properly inherent to the position Qualifications - Minimum one (1) year working experience with contact center analysis or related position - Minimum of one (1) years of experience in trend analysis - Intermediate knowledge of call center management and all related calculations including forecasting, scheduling, and adherence - Working knowledge of Automatic Call Distribution (ACD) technology and experience with forecasting/scheduling software - Experience in spreadsheets with intermediate formula applications and database software (e.g. Excel and Google Sheets) required - Possesses an analytical mind and a high level of detail, able to notice errors, omissions and incongruent data - High organizational skills and ability to work in a fast-paced environment while self-managing competing priorities - Strong interpersonal skills with the ability to work with people from different backgrounds as well as ability of self-motivation to work independently with minimal supervision.
Positive "can-do" attitude with a willingness to assume responsibility and ownership - Ability to handle sensitive and confidential information with strong integrity, moral character, and belief in teamwork - Ability to work a flexible schedule - Professional English writing proficiency and fluency in American Sign Language along with familiarity with Deaf culture is a strong plus ADDITIONAL REQUIREMENTS - - - Must have minimum high speed internet of >20 MBPS

• Oversee the design, maintenance, and governance of ROPS data marts (e.g., Netezza, BigQuery). • Partner with IT to define requirements for data ingestion and transformation; manage the ingestion of data into our Enterprise Data Warehouse (EDW). • Implement and enforce data governance standards. • Act as the primary liaison between business stakeholders and technical teams. • Identify opportunities to automate manual data processes and improve the efficiency of data delivery. • Set clear tactical and operational goals for the team, conduct regular performance evaluations, and provide actionable feedback. • Clear the path for growth by identifying and coaching each teammate based on their unique needs and career aspirations.

About us: Zelh is a fast-growing, passionate outsourcing company. Our mission is to be the most reliable company by offering and maintaining consistently high-quality services. We achieve the mission by fostering long-term relationships with customers, employees, and vendors. Personal attention, timely communication, and respect for all people are the basis of our business philosophy! At this point, Zelh is looking for a Track and Trace Operator for the logistics platform for the built world. Responsibilities: - Track all active shipments from pickup through delivery using transportation management systems (TMS), carrier portals, and direct communication with drivers. - Proactively identify potential delays or service issues and communicate updates to internal teams and customers in real time. - Maintain accurate and up-to-date tracking notes in the system for each load. - Serve as the primary point of contact for status updates and exception handling. - Coordinate with carriers to ensure on-time pickups, deliveries, and updates on transit progress. - Escalate service failures and delays to appropriate internal mgmt and assist in resolution. - Support after-hours or weekend coverage on a rotational basis, if applicable. - Collaborate with dispatchers, account managers, and customer service teams to ensure visibility and reliability across all shipments. - Prepare and distribute daily or weekly tracking reports to management and clients, as needed. Working conditions: - Working schedule: Mon - Fri 7 am - 6 pm CST - Competitive Salary in USD - Remote mode of work - 10+ business days of paid time off - Team building and corporate events - Equipment provided - A supportive team - 1+ years of experience in the customer support field - English level - upper-intermediate or higher - Ability to work in a high-stress/paced environment - Outstanding organizational and coordination abilities - Excellent communication and interpersonal skills - Experience in Customer Support will be appreciated - PC proficient (Microsoft Office preferred) - Excellent problem-solving abilities