• Overseeing the daily workflows and operations of the Client Services team • Ensuring shareholders and internal team members have accurate, timely information • Delivering an exceptional client experience • Effectively handling and diffusing escalated issues • Building and maintaining rapport within and between teams that work directly with Client Support • Managing daily department functions and recommending ways to improve processes • Maintaining department training materials and Knowledge Bank • Interpreting complex excel spreadsheets and guidelines for accurate responses • Assisting in reporting and tracking Client Services Statistics • Actively participating in staff recruitment • Implementing performance reviews and coaching direct reports • Coordinating team schedule(s) and approving time off, timecards, and team expenses

• Design and implement work flow processes within Intelligent Office • Identify and implement process improvements • Manage SLAs across the team • Ensure all customer service practices align with industry regulations and internal policies • Regularly review and update compliance protocols related to customer interactions • Develop and monitor service level agreements to ensure team performance meets the company standards • Prepare and present regular report to Senior Management on all aspects of the services offered • Collaborate with the whole of the Personal Advice Team to ensure a cohesive approach to client service • Facilitate communication to address customer needs effectively • Lead, mentor and develop the client service team, fostering a culture of high performance and continuous improvement • Conduct regular training sessions relevant to the business needs • Build and maintain strong relationships with clients to ensure their needs are met and exceeded • Act as a primary point of contact for escalated customer issues, ensuring timely and effective resolution • Support customer engagement activity and ensure customers are actively supported throughout their journey.

Role Description Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection options. No cold outreach. If you’re someone who is competitive, coachable, and willing to put in the work, this can be a strong income opportunity with long-term growth. What You’ll Be Doing - Speak with clients who have requested information - Help families understand available benefit options - Guide clients through a simple enrollment process - Build long-term relationships and client portfolios Qualifications - Individuals tired of capped hourly income - Competitive, self-motivated people - Those willing to learn and follow a proven system - Sales experience is helpful, but not required Requirements - Those looking for a fixed hourly paycheck - Individuals unwilling to be coached - People who need constant supervision Benefits - Pre-qualified inbound leads (no cold calling) - Step-by-step training system (no experience required) - Remote work environment - Flexible schedule (full-time or part-time) - Ongoing mentorship and support - Performance-based income - Competitive commissions with unlimited potential - Opportunities for leadership and team-building Next Step If you’re open to learning more, apply to schedule a quick overview of the role and see if it’s a fit. *All interviews will be conducted via Zoom video conferencing. (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

• Provide service coverage for a FA/PWA/team • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts • Onboard and maintain client accounts, including collecting client information and required documentation • Assist FAs / PWAs/ teams in delivering against their business plan and client service model