• Efficiently review and process various client requests, including account enrollments, distributions, transfers, and complex transactions such as estate settlements • Demonstrate expertise in Self-Directed Brokerage plan conversions and maintenance, managing setup, transactions, and research tasks with precision • Update and maintain client accounts across multiple platforms to ensure accurate and up-to-date information • Thoroughly review required legal documentation for completeness before initiating processing • Collaborate with clearing firm representatives, brokers/traders, colleagues, and other stakeholders, ensuring clear and effective communication to clarify information and address inquiries

• Partner with the Repair Value Stream (RVS) and Materials Management networks to execute action plans • Collaborate on Steam Turbine and Generator Repairs & Upgrade products for customer value • Execute the strategy to participate in Major and Minor outages • Contribute to the global repair & upgrades forecasting models • Recommend measures to continuously improve forecast models • Support emergent customer issues by directing resources • Collaborate with One Field Service and Parts fulfillment centers to identify capabilities gaps • Create business cases and executive summaries for senior leaders • Provide Kaizen leadership and implement Lean tools and strategies

• Coordinate onboarding and orientation for physicians and providers, including setup and training on telehealth platforms, audiovisual (AV) systems, EMR, and communication tools • Serve as a liaison between clinical teams, IT, and operations to ensure seamless system access and functionality • Support physician scheduling processes and assist with staffing models and forecasting to meet service demand • Monitor provider utilization and contribute to workforce planning efforts • Ensure compliance with organizational standards, documentation requirements, and system usage protocols • Maintain and evaluate demand and supply models to forecast trends and optimize planning strategies.

• Own two critical pillars of our fintech business: bookkeeping operations and capital operations • Build and lead the operational foundation for Jobber's bookkeeping product • Run the operational backbone of Jobber's lending products • Build and own the reporting that gives leadership real-time visibility into capital performance, and bookkeeping health • Design and document the policies, controls, and standard operating procedures that underpin your areas of ownership • Partner closely with Support, Legal, Finance, Product, Analytics and Engineering to ensure compliance and operational requirements get embedded early