• Provide technical support to TeamDynamix customers, delivering timely and effective solutions while maintaining an exceptional customer experience. • Work directly with clients to troubleshoot issues and implement technical solutions that improve their use of TeamDynamix. • Manage incoming support requests with strong documentation, communication, prioritization, and follow-through. • Troubleshoot and replicate customer issues to identify root causes and implement long-term solutions. • Partner cross-functionally with Support, Professional Services, and Engineering teams to resolve complex technical challenges. • Serve as a technical resource and knowledge multiplier, sharing expertise and supporting continuous learning across the team. • Deliver customer training and guidance around product updates, functionality, and best practices. • Advocate for customers by ensuring critical issues are escalated appropriately and addressed efficiently. • Contribute to special projects designed to improve operational effectiveness and overall support quality. • Identify and implement process improvements and automation opportunities that reduce friction for customers and internal teams. • Create and maintain knowledge base content and documentation that enables scalable, proactive support. • Introduce and apply AI tools and workflows to improve ticket management, knowledge creation, and operational efficiency. • Build and iterate on AI-driven solutions that enhance self-service experiences, increase team efficiency, and improve support outcomes.

Role Description The ideal candidate will play a pivotal role in onboarding and offboarding properties within our property management portfolio. The Client Services Specialist will collaborate with various stakeholders to ensure seamless transitions regardless of if they are entering or exiting the Asset Living portfolio. This role involves a combination of administrative tasks, document management, and coordination to facilitate the process from initiation to completion. Essential Duties & Responsibilities - Build and maintain strong relationships with clients by understanding their needs and ensuring a high level of customer satisfaction. - Act as the main point of contact for client inquiries, concerns, and escalations. - Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of our products/services. - Provide training sessions to clients on our platform, features, and best practices. - Investigate and resolve client issues in a timely and effective manner. - Collaborate with cross-functional teams to address and resolve complex client challenges. - Develop and maintain a deep understanding of our products and services to effectively communicate features and benefits to clients. - Stay informed about industry trends and updates to provide clients with relevant information. - Gather client feedback and insights to identify opportunities for improvement and enhance overall client experience. - Regularly communicate client feedback to internal teams for continuous product/service enhancement. - Maintain accurate client records and documentation. - Generate and analyze reports to track key performance indicators and provide insights to management. Travel Requirement This position does not require travel. Qualifications - Bachelor's degree or equivalent work experience. - Proven experience in client services or a related customer-facing role. - Excellent communication and interpersonal skills. - Strong problem-solving abilities and attention to detail. - Ability to work collaboratively in a team environment. - Proficient in using CRM software and Microsoft Office Suite. Requirements This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. This is a safety-sensitive position and may be subject to additional compliance requirements. Compensation Asset Living is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the remote nature of this position and includes the range of factors considered in making compensation decisions including but not limited to skill sets; experience and training; certifications; etc. We would not anticipate that the individual hired into this role would be near the top end of the compensation range, but that decision will be dependent on the facts associated with each specific individual’s relevant experience for the role. A reasonable estimate of the range is below. - Job Pay Rate: $55,000 — $65,000 USD

• You’ll act as the face of Grasshopper in managing our clients’ questions or concerns in order to provide both an effortless banking and a seamless resolution experience. • Your role will primarily be to shepherd our clients through the onboarding, account opening, and account management processes. • Additionally, it will focus on providing ongoing support for our ancillary product and service offerings, as well as strengthening the client’s overall relationship with the bank. • Communication and Service skills are paramount in this role as you’ll be expected to collaborate across departments including Banking, Operations, Technology, and Risk and Compliance, to assist with the development of and adherence to best practices for our team and our clients. • Responsibilities include: - Act as a primary point-of-contact for clients across a wide range of organizational profiles such as Consumers or Businesses - Log, dispatch, and resolve client requests according to defined processes - Interact with other departments and third-party vendors to help solve client inquiries - Provide guidance and assistance on a wide variety of projects and tasks - Tend to multiple methods of client communication with our team including phone, chat, email, SMS and secure messaging - Train with more senior team members to act as a subject-matter-expert within the department, as well as mentor more junior team members to reinforce the Client Services function within the bank - Attend training on and comply with the laws and regulations governing financial institutions, including the Bank Secrecy Act (BSA) or other Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security/Gramm Leach Bliley Act, Bank Protection Act, Community Reinvestment Act, Regulations B, CC, E, D, DD, and others.

Role Description We are expanding our remote team and are seeking those who enjoy assisting clientele and managing multiple responsibilities. In this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, transportation arrangements, and event-based services. This opportunity is ideal for candidates who are highly organized, attentive to detail, communicate effectively, and are comfortable working independently in a remote environment while collaborating with a distributed team. Key Responsibilities - Assist clients with coordinating personalized service arrangements - Research and compare available options to meet client preferences - Confirm reservations and ensure accuracy of details - Provide clear, professional communication via email and phone - Support updates, modifications, and service-related inquiries - Maintain accurate records and documentation - Complete required training and participate in team communications Qualifications - Authorized to work in the US, UK, Mexico, Australia, or Spain - Strong written and verbal English communication skills - Reliable internet connection and smartphone (computer strongly recommended) - Must be a minimum of 18 years of age Benefits - Fully remote - Flexible scheduling - Ongoing training and professional development - Collaborative team setting