• Lead Client Services and Implementation to deliver consistent, high-quality outcomes across all accounts for our Pulse, Spark and Ascend service lines • Serve as the senior escalation point for executive client stakeholders • Ensure Clients remain confident and supported, especially in high-stakes or complex situations • Focus on value delivered, not just tasks completed • Identify patterns across accounts to improve engagement, adoption, and overall performance • Continuously evolve delivery strategies to maximize client impact and satisfaction • Work with Sales, Product, Analytics to identify additional opportunities for clients • Design and evolve the Customer Delivery org to meet the needs of a fast-growing business • Hire, develop, retain top-tier Client Services talent and build a strong leadership bench for future growth • Diagnose gaps in performance across accounts and implement process-level improvements • Establish a clear roadmap for scaling delivery as the company grows • Create a culture of accountability, coaching, and continuous improvement • Create a sustainable org chart that stays ahead of the company’s growing needs, while remaining nimble and agile • Orchestrate alignment across Sales, Product, Data, Operations, and other teams on client needs from startup to completion • Drive progress without relying on formal authority or perfect conditions • Ensure smooth handoffs, clear ownership, and shared accountability across functions • Implement repeatable processes for onboarding, implementation, and ongoing account management • Implement processes to manage capacity and resourcing to drive efficient scaling and utilization • Establish governance, risk management, and escalation frameworks • Bring operational rigor to a complex and evolving environment • Partner closely with commercial teams to drive retention and expansion across all customer types • Identify opportunities for upsell and long-term account growth • Ensure delivery quality directly supports renewals and referenceable clients.

Role Description Important things YOU should know: - Training & Production Schedule: Monday - Friday, 8:00am - 4:30pm CST - Please know hours of operation are 8:00am – 6:00pm CST so shift could flex based on business need. - Fully Remote - Customer Service in Dental or Health Insurance experience a plus! What will YOU be doing for us? - Increase member, provider and client use of our web based solutions for claims submission, payments, and authorizations. What will YOU be working on? - Provide education to callers on the benefits of utilizing the member and provider insurance portals. - Service dental, medical, vision and physical therapy members and providers using the member and provider portals offered by SKYGEN USA. - Provide feedback to multiple internal departments regarding issues found on the member and provider portals. - Ensure all calls are answered according to company and client guidelines. - Accurately document call information and resolution in internal systems while engaging with members and providers. - Properly identify potential issues that are not easily resolved and escalate appropriately to Manager. - Perform outbound calling projects as directed. Additional Responsibilities: - Utilize multiple modules in the Enterprise System to research portal questions. - Work with internal departments to produce, maintain, and deliver portal training references and materials. - Work with call center to resolve outstanding follow ups generated from incoming calls. - Using automated systems, maintain updated data on portals by verifying accuracy and handling any exceptions or issues. - Act as a liaison between portal users and clients to resolve escalated issues. - Provide recommendations on system enhancements and process improvements to management. - Assist department with administrative tasks and additional duties as needed. Qualifications - High school diploma/GED required - 1 year of customer service experience (Call Center, Provider Relations). - Intermediate knowledge of Microsoft programs (Word, Excel, and email) - Excellent attention to detail - Excellent oral and written communication skills - Ability to successfully meet timelines for project plans - Strong navigation skills and the ability to multi-task Requirements - Associates degree/2 year degree in related field (preferred) - 1-3 years of customer service experience (Call Center, Provider Relations) (preferred) - Knowledge of contract terminology (preferred) - Understanding of reimbursement methods (preferred) - Knowledge of dental, medical, physical therapy and vision products and terminology (preferred)

• Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making. • Prepare all client meeting materials in advance, including retirement projections and income analysis, investment performance and portfolio analysis, financial planning summaries and supporting outputs. • Ensure all materials are accurate, clearly presented, and delivered within established timelines • Maintain and update client planning data within the firm's planning systems and tools • Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions • Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies • Ensure all implementation steps are tracked, confirmed, and communicated appropriately • Capture and manage all post-meeting action items with clear ownership and deadlines • Monitor progress on outstanding items and proactively follow up to ensure timely resolution • Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings • Work closely with the Financial Advisor to ensure alignment across all client workstreams • Communicate proactively on timelines, dependencies, and any issues that may affect delivery • Contribute to continuous improvement of internal processes, templates, and planning workflows

Role Description Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history preferably in the mortgage or real estate industry, to join our team as a Typist. The ideal candidate will enjoy working in a team environment, is detail oriented, able to enter data quickly and accurately, highly capable of proofreading documents for spelling errors, and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE - Review all documents in the write up sheet for accuracy - Enter data provided on the write up sheet into our systems - Perform quality control checks on all completed files - Respond to inquiries from offshore vendors - Maintain updated customer typing procedures Qualifications - High School diploma or equivalent required. - Typing/data entry skills with minimum 45 wpm with 95% accuracy. - Proficiency with personal computers. - Knowledge of real estate terminology. Requirements - Must be able to type 45 wpm with 95% accuracy. - A penchant for excellence with strong attention to detail. - The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for clients. - Good verbal and written communication skills. - Great proofreading skills. - Basic knowledge of Microsoft Office to include but not limited to Word, Excel and Outlook. Responsibilities - Review all documentation for accuracy. - Perform all duties and responsibilities in a timely manner. - Maintain open communication with other team members and supervisor. - Monitor offshore production for the Title Typing Department. - Perform quality control check on completed files. - Proficient with ServiceLink operating systems and internal search engines. - Adhere to company policies and procedures. - Meet minimum production goals and quality requirements as set by management. - Perform all other duties as assigned.