• Serve as the primary virtual point of contact for new and incoming clients. • Initiate outbound calls, emails, and messages to welcome and onboard clients. • Engage in conversations to discover client needs and goals. • Clearly explain service offerings and recommend next steps. • Schedule follow-up calls or connect clients with the right team members. • Maintain detailed and accurate client records in our CRM system.

• Act as a trusted guide for RIAs and Investment Advisor Representatives (IARs) • Serve as the main operational liaison for new advisors • Coordinate full onboarding lifecycle, including initial kickoff, timeline tracking, milestone management, and go-live support • Collect, organize, and review client data; prepare advisory documents with high accuracy • Manage the transfer of client accounts and assets, ensuring timely updates from custodians • Proactively identify potential transition roadblocks and resolve issues

• The Customer Onboarding & Delivery Intern works within the Technical Support department to provide technical support and guidance for customers related to the installation, troubleshooting, and integration of RapidIdentity products and supporting technologies. • The Support Engineer Intern provides direct assistance to RapidIdentity users and is responsible for fielding phone calls directly from customers, as well as delivering Tier 1 technical support to RapidIdentity customers with an emphasis on first-touch issue resolution. • Work through weekly assignments and special projects as assigned • Build and increase industry business acumen to position our solutions to customers • Take notes and memos during meetings to document key takeaways • Leverage new and existing information to document processes and procedures • Create statistical reports utilizing databases, spreadsheets and graphics • Ensure data-integrity through research by assisting in research, probing for details and offering solutions. • Shadow multiple positions within the assigned department, and train in a variety of tasks • Create written correspondence to respond to web inquiries and emails with supervision • Research and gather documentation on company position in the industry • Attend company functions and networking events • All other tasks, responsibilities and duties as assigned.

Role Description At CompanyCam, your work makes a real impact. Whether you're writing code, supporting customers, or designing experiences, your contributions directly shape the product we deliver and the people we serve. We're building something that helps real people solve real problems—and we believe that kind of work is best done by a team that reflects the world around us. - Drive impact by: Qualifications - A continuous growth-mindset, with a focus on learning, embracing challenges, and continuously improving. - A knack for creativity and innovation, bringing fresh ideas to the table and solving complex problems. Benefits - This is a salaried/hourly position at CompanyCam. Our starting salary range is $XXXX-$XXXX per year/hour and is based on experience. - Our average on target earnings (OTE) are around $XXXX. - We also offer meaningful equity and other benefits. Company Description CompanyCam is an equal-opportunity employer committed to respect, inclusion, and growth. We work hard, take responsibility, and support each other. Great ideas come from all backgrounds, and we carefully consider every applicant without regard to personal characteristics or traits. Even if your work experience doesn’t align perfectly, we encourage you to apply. What really matters to us is your potential, your passion, and your commitment to learning, innovation, and contributing meaningfully to our team.