• Respond promptly and professionally to inquiries via phone, email, chat, and SMS. • Handle high-priority tasks such as WISMO (Where Is My Order), order changes, refunds, and other basic queries. • Provide accurate information about products and services while maintaining a positive, empathetic, and professional attitude toward all customers and colleagues. • Resolve issues efficiently and follow up with customers to ensure their satisfaction. • Properly and accurately document all customer interactions in the organization’s CRM. • Facilitate future AI deflection strategies through detailed documentation and process support. • Partner with other departments as needed to ensure customer success is achieved. • Meet or exceed performance targets for all related KPIs while adhering to company policies.

Title: Client Support Specialist Locations: Mequon, WI Brookfield, WI Work Type: Remote, Full Time Job ID: 2116704 Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Mequon, Milwaukee As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have - Series 7 required - Series 63 or ability to obtain within 90 days - 2-3 years of previous financial services experience The Skills You Bring - Broad based knowledge and understanding of general financial planning concepts - Proven customer service, client support and problem resolution skills - Strong verbal and written communication skills - Ability to effectively influence others - Robust time management and organizational skills The Value You Deliver - Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests - Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client - Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client - Collaborate with internal business partners to research and resolve complex client requests - Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Title: Client Support Specialist - Greater Austin, TX Area (REMOTE) Location: TX Work From Home Central Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sitesAustin Downtown, Austin Domain As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have - Series 7 required - Series 63 or ability to obtain within 90 days - 2-3 years of previous financial services experience The Skills You Bring - Broad based knowledge and understanding of general financial planning concepts - Proven customer service, client support and problem resolution skills - Strong verbal and written communication skills - Ability to effectively influence others - Robust time management and organizational skills The Value You Deliver - Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests - Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client - Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client - Collaborate with internal business partners to research and resolve complex client requests - Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Title: Customer Care Specialist Location: Spokane, WA (HQ) Job Description: AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System – the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Customer Care Specialist I or Customer Care Specialist II to join our Customer Care department in Spokane, Washington (Headquarters). This full-time position reports to the Manager, Customer Care and provides support to AgWest customers and employees following company standards and toolsets. The Customer Care Specialist integrates business and technological expertise to routinely resolve issues related to customer-facing digital platforms and general inquiries, providing timely, accurate solutions to such interactions. Compensation Information The base salary range for this position in Spokane, Washington is: Level I: Typical starting range: $40,000 - $51,900 Full base salary range: $40,000 - $57,800 Annual performance-based incentive target is 6% of base. Level II: Typical starting range: $44,200 - $58,900 Full base salary range: $44,200 - $66,200 Annual performance-based incentive target is 6% of base. Essential Duties - Provide first-contact technical support to customers via phone, case management system, chat, and email, ensuring courteous, timely, and effective resolution of reported issues and requests. - Establish rapport with customers and internal partners; ask effective questions and gather complete information to diagnose issues (symptoms, steps to reproduce, environment, error messages, and impact). - Troubleshoot customer-facing digital platforms and related applications using structured problem-solving techniques, available tools, and system logs as appropriate. - Resolve incidents and service requests according to defined processes to meet established service level agreements (SLAs) and quality standards. - Research and apply solutions using internal and external knowledge bases; identify gaps and recommend updates to improve future resolution rates. - Document, in detail all troubleshooting steps, analysis and correspondence throughout the issue resolution process, providing proactive status updates to customers and staff. - Escalate complex or high-impact issues to appropriate teams (e.g., product, engineering, infrastructure, security) with clear reproduction steps, evidence, and customer impact; track progress through to resolution. - Collaborate with team members (locally, regionally, and cross-functionally) and support learning for colleagues by sharing knowledge, coaching on processes/tools, and communicating lessons learned. - Formulate reusable solutions to new or unique issues and enhance existing solutions by following solution-centered support methodologies; document supporting discussion and analysis. - Support customer account access and authentication issues by following verification procedures and established security/privacy practices. - Identify, record, and communicate emerging incident trends and recurring defects; share insights with leadership and product teams to improve reliability and customer experience. - Maintain a strong working knowledge of business practices, products, and key systems; stay current on platform changes, known issues, and support procedures. - Provide suggestions for continual improvement to processes, documentation, customer communications, and toolsets to increase efficiency and customer satisfaction. - Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls. - Other duties as assigned. Travel Requirements - AgWest employees may occasionally be asked to travel for all-staff or team meetings not included in the standard travel requirements for the role. Minimum Qualifications - Proven ability to work both independently and collaboratively - Ability to learn and effectively work in a wide variety of systems - Effective written and verbal communication skills - Ability to effectively build rapport with individuals seeking technical assistance - Prior success in a customer service/support capacity - Analytical and problem-solving skills with a desire to continually learn new skills - High school diploma - Generally, requires less than one year’s experience in a related field Preferred Qualifications - Associate’s degree in business, information systems, computer science or related field, or an equivalent combination of education and experience - Related work experience, ideally in commercial lending, banking, or related field - General knowledge of credit and legal terminology - Experience using or supporting business software applications (online banking, mobile banking apps, Salesforce, CRM software, O365, Microsoft Teams) Workplace Flexibility - After an initial in-office training period, this position is eligible for workplace flexibility and a one-time home office stipend. - This position is eligible for coordinated hybrid flexibility Benefits Offered by AgWest - Medical, dental, and vision insurance - Basic term life and AD&D insurance (fully paid for by the company) - Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer - 401(k) plan (6% match plus 3% employer contribution) - Employee Assistance Program - Wellness Program - Jeans are welcome at work every day at AgWest! *Vacation accrual rates increase with tenure. Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law. When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them. To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. You will be presented with a voluntary self-identification form as part of this application; we wanted you to know why we collect this information and what we do with it. Please be aware that this information is kept separate from your application, and not utilized in the selection process. For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy.