Role Description Supports the sales efforts of Consultants. Provides technical expertise, clerical support, and administrative support for Financial Consultants or Financial Planners. Serves as the primary point of contact for all client questions and follow-up. Delivers excellent customer service to prospects, clients, and staff. Responsibilities and Duties - Provide sales support assistance to assigned consultants or planners: - Answer incoming calls, schedule appointments, and forward calls to the appropriate person. - Prepare client appointment materials including various client reports, forms, and other applicable information. - Prepare applications using a form software system; process and forward applications to appropriate departments and/or companies. - Construct letters and memos, complete mailings, and maintain accurate and up-to-date client records in CRM. - Prepare client correspondence as needed. - Prepare investment reviews. - Maintain the financial consultant’s calendar as requested. - Build strong relationships with clients through excellent customer service. - Manage the client database to offer routine review appointments by phone, mail, or email, with consideration of the consultant’s recommendation, client classification system, service standards, and client preferences. - Monitor pending trades and account activity and send thank you emails when confirmations are received. - Provide updates to the Financial Consultant when money movement processes are occurring. Send confirmation to clients. - Prioritize the movement of money for the opening and closing of accounts. - Complete follow-up of new account applications, account maintenance, or changes on existing accounts (beneficiary updates, withdrawals, etc.). - Process and maintain various communication approvals through the broker-dealer compliance system, if applicable. - Effectively manage customer inquiries and questions by attending to client service issues quickly, thoroughly, and professionally. - Become proficient with the Customer Relationship Management (CRM) software and OnBase software platform for workflows and file storage. - Acquire and maintain a strong working knowledge of compliance regulations. - Attend scheduled team meetings and conference calls. - Provide backup for other Client Services Representatives or Administrative Assistants as needed. - Serve on market and/or corporate committees as requested and approved by the Office Manager, Client Services Supervisor, or Managing Director. - Assist with other projects as assigned by the consultant(s) or supervisor. Qualifications - Minimum of an associate’s degree in business or related field preferred. - At least two years of professional office experience, preferably in financial services. - Excellent interpersonal and communication skills both written and verbal, and good grammar and spelling skills. - Able to relate and communicate well with all contacts, internal and external. - Ability to exercise good judgment and problem-solving skills. - Ability to work independently and as a part of a team, working effectively with other team members. - Ability to work in a fast-paced environment and be flexible to changing demands. - Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy. - Ability to handle difficult situations with tact and diplomacy; sensitive to confidentiality of information. - Vision-oriented to continually look for improvement in work processes and opportunities for growth. - Willingness to travel outside the office for educational presentations or training. - Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and ability to learn multiple database programs. - Accuracy and attention to detail. - Willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household. - Belief in the mission of Everence and willingness to gain a good general knowledge of Everence products and services with a preference for respect of Christian faith and Anabaptist values. - Bilingual skills are a plus as they allow Everence to better serve our diverse clients but are not a requirement. Supervisory Responsibilities - None Schedule - Full-time, Monday-Friday, 8 am - 5 pm schedule.

Role Description We're expanding our Client Support team to strengthen our coverage across the Americas, including our Portuguese-speaking clients in Brazil and our wider US client base. The Client Support Associate is the frontline owner of inbound client communication across WhatsApp, Telegram, live chat, and other messaging channels. You're the first human touchpoint for prospects, active clients, and urgent out-of-hours queries, and your job is to respond fast, diagnose intent, resolve what you can, and route the rest to the right person with clean context. This is not a sales role. You won't pitch, push, or close. You'll keep conversations moving, protect client confidence, and make sure sales-ready leads reach our Business Development team and operational issues reach the right owner, always with full context. If you're the kind of person who stays calm under a flood of messages, takes pride in clean handoffs, and notices the small details others miss, this role is for you. Tasks - Monitor assigned messaging channels and respond to inbound client messages within SLA - Acknowledge every inbound message clearly and calmly, even when full resolution requires escalation - Identify the intent of each conversation (new sales interest, existing client support, operational or billing question, platform or compliance issue) and route accordingly - Hand off sales-ready conversations to the Business Development team immediately, with clean context (platform requested, estimated spend, urgency, timezone) - Resolve basic, repeatable questions directly using approved playbooks (onboarding steps, high-level platform rules, billing flow explanations) - Escalate complex, sensitive, or technical issues to the right internal owner (Account Manager, Ops, Billing, or Compliance) with clear notes so nothing gets lost in translation - Act as the primary point of contact during US hours, with rotational coverage for nights, weekends, and holidays to make sure no inbound message goes unanswered - Track escalations through to acknowledgement and follow up when ownership is unclear - Keep internal records clean and current, including conversation summaries, tags, stages, and escalation notes - Maintain a consistent, brand-aligned tone across every client conversation Qualifications - Based in Brazil - 2+ years of experience in client support, customer success, live chat, helpdesk, or similar client-facing operational roles - Native or fluent Portuguese and near-perfect English, both written and spoken - Strong written communication, especially in live chat and messaging formats (short, clear, no fluff) - Technically capable: comfortable navigating SaaS platforms and spotting platform-level issues before they escalate - Calm under pressure, able to handle a high volume of concurrent conversations without losing accuracy - Comfortable working from approved scripts and playbooks, while applying good judgement when situations don't fit neatly into them - Fast and responsive by nature, with a track record of hitting tight SLAs - Organized and disciplined about note-taking, tagging, and follow-through - Self-directed and comfortable working remotely in US hours, with availability for some rotational nights and weekends - Detail-oriented, reliable, and genuinely enjoys helping people Requirements - Experience in client support at an ad tech company, affiliate network, or similar performance marketing business - Working knowledge of advertising accounts (Meta, Google, TikTok, native networks) and the typical issues that arise around them - Customer support or CX experience at a SaaS product, especially one with a technical client base - Junior operations or client operations experience at a startup, where you've worn multiple hats and built process as you went - Experience with CRMs, ticketing systems, and messaging tools (WhatsApp Business, Telegram, Intercom, etc.) - Additional languages, Spanish especially useful for broader Americas coverage Benefits - Remote-First at Aurora - Fully remote team with talented members working across the globe - Flexible work environment while fostering a highly collaborative atmosphere - Regular virtual meetings, collaborative tools, and open communication channels

Connexus Credit Union - Who We Are: Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. Connexus offers an Amazing Benefits package: - 20 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend Starting wage of $17.00/hr. and higher based on prior experience! Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best. Responsibilities: - Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes. - As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals. - Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence. - Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies. - Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures. - Operate and balance cash drawer daily with minimal balancing errors. - Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel. - Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality. - Achieve individual performance goals as assigned and positively contribute to branch goal attainment. - Take initiative for your personal development and stay informed of all credit union products, services and procedures. Position Requirements: - Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required. - 1+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals is preferred. - Follows established routines under close supervision. - Uses normal courtesy and workplace professionalism. Interacts with co-workers and members. Demonstrates behaviors that support our values and culture. - Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude. - Ability to be entrusted with the handling of confidential and personal matters and to remain calm under pressure. - Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment. Connexus Credit Union's Employer Recognitions: - 2026 Best Place to Work in IT, Computer World Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35

Job Title: Client Services Advisor Contract: 6 month fixed term, Full-time (37.5 hours per week) Monday to Friday Location: Home based, fully remote within the UK Salary: £24,784.50 per annum As a Client Services Advisor at Medigold Health, you will play a key role in delivering a high-quality, responsive service to clients across the UK. As a leading provider of occupational health and wellbeing solutions, Medigold Health relies on its Client Services team to be the front line of the business; handling calls, providing clear and accurate information, and ensuring an excellent customer experience at every interaction. You will manage customer enquiries, coordinate clinical appointments, and maintain accurate records, ensuring all services are delivered in line with contractual and service level agreements. Acting as a central point of contact, you will work closely with operational and clinical teams, as well as external providers, to ensure a seamless and efficient service. This is a fast-paced, delivery-focused role suited to someone with strong organisational skills, a high level of attention to detail, and a proactive, customer-first approach. If you enjoy helping people, solving problems, and delivering a high standard of service, we’d love to hear from you! Main Objectives - Working in a varied and fast paced environment our Client Service Teams work to promote a culture of customer satisfaction by delivering timely and accurate responses to our customer’s needs. - Take ownership and work to the highest levels of accuracy and attention to detail to ensure the safe processing of sensitive data. - Trained and provided with the tools and technology to respond to our customer’s needs, our Client Service Advisors can enjoy working on a variety of tasks throughout the working day, reaching across geographical boundaries and Industry sectors. - Listening and connecting with both our customers and our internal departments to address customer’s needs, our teams are problem solvers, who constantly strive to improve the customer experience. - Supporting the operational and clinical teams to ensure delivery of services within contractual agreements. Specific Responsibilities - Call handling - Diary Management and logistical coordination of clinical appointments to achieve service level agreements and to support the clinical service delivery across the Medigold Health footprint and network of third-party providers. - Managing Health surveillance recall programmes. Create appointment schedules to meet service level agreements and to support the clinical service delivery - Maintaining and updating personal sensitive information – in line with current GDPR - Undertaking all administrative processes and providing professional, timely and accurate responses to all enquires - Work to the agreed Policies and Procedures for Health Surveillance & Customer service. - Dispatch OH reports following the dispatch process utilising Medigold Health systems. - Perform all duties within the companies defined training and process guidelines and working to agreed timelines - Takes ownership and work to the highest levels of accuracy and attention to detail to ensure the safe processing of sensitive data, in line with GDPR guidelines. - Work in a varied and fast-paced environment to deliver prompt, accurate responses to all customer enquiries to enhance the customer journey. - Act as the initial point of escalation for all stakeholders across multiple locations. Escalate service level issues to Line Managers when appropriate - Work individually and collaboratively with all clients and Medigold Health stakeholders to ensure that all aspects of the contracts operational commitments are met - Live the brand and demonstrate the Medigold Health genetic code Requirements for this role - Previous customer service skills and experience. - Proficient in handling inbound and outbound calls, listening to customers’ needs and requests providing helpful solutions to their problems. - Proficient use of Microsoft Office and IT Solutions - Diary management experience - Ability to rationalise competing priorities - Confident communicator - Providing services to meet quality assurance targets - Working to and maintaining Internal and external KPI's - Maintaining accurate customer service record Our Company Benefits - 31 days holiday inclusive of bank holidays, increasing with length of service - Pension Scheme - Access to Company benefits and discount portal - Access to a Health Cash Plan - Free eyecare vouchers - Cycle to work scheme - Access to confidential Employee Assistance programme - Interactive mental health and wellbeing app Interested in this role but want to find out more first? Email us at recruitment@medigold-health.com.