Role Description We are looking for a Client Experience Supervisor to join our team and add value to our real estate agents' experience by assisting with creating a seamless transaction process from contract to close. In this role, you will lead a group of remote Client Experience Lead team members who directly manage the Client Experience Specialists. This position is uniquely poised to not only drive the efficiency and product quality of the team but also play a pivotal role in developing and building the culture of the team. The primary focus of this position is to hire, train, develop, and engage the Client Experience Leads and indirectly support their supervision of the Specialists on their team. This position is 100% remote. Responsibilities - Team Supervision: Lead a team of Client Experience Leads to drive team success. This includes: - All aspects of hiring, interviewing, and onboarding - Staff orientation/training - Ongoing training and development - Prepare staff schedules; manage vacation requests; review and approve timecards - Perform annual performance reviews and performance management as needed - Collaboration and Service: Act as the main point of contact for all client experience services within an assigned market. This includes but is not limited to: - Provide support with deal escalations and field leadership questions - Identify customer needs and take proactive steps to maintain positive experiences, as well as resolve customer complaints and issues in a timely and effective manner - Work with field leadership to promote and increase agent adoption rates of service - Partner with marketing/field leadership to build agent awareness and understanding of services as well as positioning to newly affiliated or pending affiliation agents - Collaborate with affiliate partners to enhance efficiencies of processes and communications - Finding a Better Way: Continuously evaluate procedures and seek improvements/efficiencies: - Analyze customer feedback as well as prepare reports for review and recommendation - Work with other teams within the center to seek overall improvements for your LOC(s) Qualifications - 5-7 years business experience; 2-3 years previous supervisory experience strongly preferred. - Prior Real Estate and customer service experience strongly preferred. - Ability to provide feedback to employees through coaching and training to further their success and a willingness to motivate staff; a leader by example willing to take on additional duties as needed. - Ability to work remotely with a sense of urgency in a fast-paced, high volume paperless environment while ensuring quality work from team members. - Excellent verbal and written communication skills. - A people-first approach with the ability to keep the agent and consumer at the center of the transaction. Ability to coach team on providing exceptional customer service throughout the transaction process. - Ability to learn and navigate multiple software systems with an elevated level of competency. - Demonstrated ability to identify and resolve problems in a timely manner, gather and analyze information thoughtfully and maintain confidentiality. - Demonstrable history of effectively collaborating with different departments and leaders. - Adaptable, able to prioritize and manage competing demands with a willingness to try new things. Benefits - Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D - 401(k) savings plan with company match - Paid Time Off to Include Holidays, Vacation Time, and Sick Time - Paid Family & Paternity Leave - Life Insurance - Business Travel Accident Insurance - All employees receive access to LinkedIn Learning - Employee Referral Program - Adoption Assistance Program - Employee Assistance Program - Health and Wellness Program and Incentives - Employee Discounts - Employee Resource Groups

Role Description Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in New York, Connecticut, New Jersey, and Pennsylvania. Responsibilities - Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight. - Assist Advisors with client meeting prep and follow-up tasks. - Attend client meetings with advisors virtually. - Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks. - Assist in the preparation of investment-related Requests for Proposals and insurance illustrations. - Help identify areas for improvement in our processes. Qualifications - 5 years of financial services experience and prior remote working experience. Client service experience strongly preferred. - Ability to contribute to creating a “Wow” Experience for our clients. - Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Excel, Chat, Etc.) – We are a tech-forward firm. - Experience with our software is not required, but it is a plus: RedTail, Mac OSX, Sharepoint, MS office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral. - BA degree required. Requirements - Ability to prioritize tasks, problem-solve, and meet deadlines. - Organization skills & attention to detail. - Ability to anticipate client and advisor needs. - Ability to work independently while prioritizing projects and managing your time. - Ability to learn and implement new technology and software quickly. - Ability to communicate well and work in a collaborative environment. - Ability to follow office processes and policies related to office operations & client privacy. Benefits - Salary range of $80K-100K, commensurate with relevant experience. - Great Work/Life Balance with a Monday-Friday Schedule. - Health Insurance Plan with Company Contribution ($616/month). - 401(k) with company contribution. - Generous PTO Policy & Paid Holidays. - Professional, Fun, Motivating Atmosphere. - Permanently remote position. The Process Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.

• Build and scale a high-performance partner network • Develop and implement a data-driven channel sales strategy • Active partner acquisition in a "hunter" mode • Rapid enablement and activation of new partners • Ownership of the entire partner sales funnel • Co-selling with partners • Systematic expansion of existing partners through upselling, cross-selling and pipeline development • Analyze market, competitors and channel potentials to identify new growth levers • Manage the partner business using KPIs, forecasts and clear performance metrics

Role Description We are expanding our remote team and are seeking qualified applicants who thrive with assisting clients and managing multiple tasks. 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 an ideal role for those who are dependable, take initiative, organized, attentive to detail, communicate effectively, and are comfortable working independently in a remote setting. - 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 is strongly recommended) - Must be at least 18 years old Benefits - 100% remote - Flexible scheduling - Ongoing training and professional development - Supportive team culture Company Description