Role Description We are seeking an exceptional Customer Success Operations Associate to join our expanding team. In this role, you will: - Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams. - Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes. - Provide day-to-day operational support to CS teams & Operations leadership in a highly organized manner. - Utilize OpenAI/Claude extensively to modernize and improve day-to-day operations. - Become proficient in the Workato platform, to maintain, troubleshoot, enhance, and build new automations. - Write extensive business process and technical documentation for existing and new processes. - Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems. - Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks. - Take ownership of daily and weekly tasks that bolster various business processes. - Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements. Qualifications - Education: Bachelor's degree required. Business or technical focus preferred. - Able to commit to a 12 month role. - Diligent thinker who gets things done without overlooking important details. - Strong quantitative capabilities with a passion for numbers and analytics. - Intermediate SQL knowledge. - Very strong in AI prompting and creative application of AI. - Hyper organized. - Experience working with CRMs, preferably Salesforce. - Experience automating business processes, preferably with Workato. Requirements - Self-starter with the ability to drive projects from inception to completion. - Natural drive for innovation and creative problem-solving. - Exceptional attention to detail and follow-through. - Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills. - Manage multiple concurrent projects with various deadlines. - Strong analytical skills, adept at pulling, analyzing, and communicating business insights.

Role Description The Operations Specialist II serves as an advanced operational resource responsible for managing complex and high-risk cases, strengthening client experience, and reinforcing compliance standards. This role plays a key part in accuracy, quality, and ensuring consistency across global operations teams. - Manage escalated orders, high-risk verifications, and complex exception cases - Serve as a point of contact for sensitive client and internal communications - Balance SLA performance expectations with heightened focus on quality and compliance standards - Apply advanced knowledge of verification processes, FCRA requirements, and quality controls - Conduct targeted quality reviews and support remediation planning - Identify recurring issues, perform root cause analysis, and escalate findings to Compliance and Operations leadership - Reinforce accountability and consistency across distributed and international operational teams - Provide guidance and informal coaching to frontline Operations Specialists - Collaborate with Compliance, Product, Implementations, and Customer Support to resolve operational gaps - Maintain and enhance standard operating procedures to improve clarity and operational consistency - Analyze operational data to recommend workflow enhancements and error reduction strategies - Additional duties as assigned Qualifications - 2–4+ years of experience in background screening or compliance-driven operations; Bachelor’s degree preferred or equivalent combination of education and experience - Strong analytical skills and sound professional judgment in complex or escalated cases - Working knowledge of FCRA, verification processes, quality controls, and regulated workflows - Experience handling escalations and sensitive client communications - Demonstrated ability to identify trends, manage ambiguity, perform root cause analysis, and escalate risk appropriately - PBSA Certification preferred - A dedicated home office space that is noise- and distraction-free with access to a reliable and secure high-speed internet connection. Cable or fiber internet connections (at least 75mbps download/10mbps upload) are preferred, as satellite connections often cannot support the technologies used to perform day-to-day tasks. Benefits - Paid healthcare and life insurance premiums - Low-cost dental and vision insurance - Company-paid basic life insurance - Company-paid Short-Term Disability policy - Employee assistance program - 401(k) matching up to 4% - Time off - 9 company paid holidays - 2 additional days of paid time off for volunteer activities

Role Description The RIA Specialist will become proficient in one to two core competencies of our managed account and trading platforms. - Learning and maintaining a strong working knowledge of multiple systems, products, and services. - Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders. - Identifying process improvements and implementing solutions to build efficiencies and increase productivity. - Responding to inquiries from Eagle Strategies Advisors. - Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise. - Adhering to a daily schedule dependent on business needs. - Required reporting of personal brokerage accounts and those of your household (i.e., if living with a parent or guardian). - This role provides a rare opportunity to learn the inner workings of the wealth management division of a 176-year-old, Fortune 100 company. - During your career, you can complete internal and external courses and earn industry licenses and designations that will, over time, enable you to move to roles with increasing responsibilities. Qualifications - Bachelor’s Degree; Finance or Business discipline preferred. - A minimum of 0-1 years of relevant experience in client service. - Interest in the wealth management/managed account industry. - Proficiency with Microsoft Office. - Proven ability to operate in a fast-paced, customer service environment. - Demonstrated organizational, time management, and interpersonal skills. - Ability to work collaboratively to achieve team objectives. - Broker-dealer, RIA, or wealth management experience a plus. Requirements - This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Benefits - We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. - Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Company Description At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. - Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. - As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. - Your ideas drive what’s next, and your growth powers it.

• Master internal systems like Axus, TripSuite, TravelJoy, and Constant Contact • Build, refine, and optimise SOPs and templates to streamline workflows • Review itineraries with meticulous attention to detail—suppliers miss things, but you won't • Send VIP communications to hotel GMs with client preferences and arrival details • Manage trip payments, commission invoicing, and track outstanding payments • Oversee travel insurance sales, including quoting policies and maintaining records • Follow up with partners post-trip to share feedback and strengthen relationships • Create social media posts and videos by repurposing newsletter content • Create onboarding documentation for future team growth • Provide luxury-level concierge support for the small details that create big impact