• Visit client offices to maintain a relationship with client contacts including Supply Chain, Operations, and Account Management • Act as direct contact for client’s requests for market info, pricing, service delivery explanations, scope modifications, and new opportunities • Act as liaison between account management and operations to facilitate effective communication for consistent reciprocal understanding of needs and expectations • Partner with supply chain and operations team to ensure adequate supplier coverage, smart solutions and client-focused service support • Anticipate and identify business opportunities and challenges and help to create a profitable strategy that aligns with overall business direction • Maintain a consultative relationship with the regional account purchasers and influencers to ensure satisfaction, renewal and a continued growth path • Assist the Account Director in creation and presentation of annual reviews • Set initial cadence for outreach to current contacts at clients • Build base list in HubSpot (KPIs/targets to hit monthly) • Grow connections and personal presence on LinkedIn • Work with marketing support to build automated campaigns in HubSpot • Act as a central point of contact for clients on escalations – involve all Dwellworks departments as required to resolve escalations • Prepare and provide monthly, quarterly, and annual reports as requested by the client and operations teams • Lead escalation action and response; assist operations with service recovery initiatives, informing Account Directors of escalating issues with overall account impact • Participate in problem solving with the operations teams to address the needs of the client • Act as an advocate for clients by teaming with operations in ensuring flawless execution of service delivery • Partner with operations as main contact on implementations of new client and communicate client nuances to other departments as needed • Partner with Account Directors, operations team, and internal supply chain to develop and deliver client trainings/workshops

• Join a fast-paced, growing company • Further your career with Maverick Payments • Collaborate with innovative technology designed for sales organizations • Involvement in client services

Role Description The eBay Advertising Managed Service (EAMS) team helps priority sellers grow their businesses through eBay’s advertising solutions. As an EAMS Agent, you will manage and optimize Cost Per Click (CPC) advertising campaigns for a portfolio of high-value DE sellers, helping them achieve their business objectives while driving advertising revenue growth. Acting as a trusted advisor, you will collaborate with the UK & DE Ads Growth team, Business Unit collaborators, and Customer Experience partners. This is a highly visible role with exposure to eBay Ads leadership and an opportunity to contribute to the growth and optimization of Promoted Listings Advanced across Focus and SMB sellers. Please Note : This role requires fluency in English & German. This role is based in the Republic of Ireland. What you will accomplish: - Manage and optimize CPC advertising campaigns for a portfolio of priority sellers, driving adoption and growth of eBay advertising solutions. - Partner with Business Units to onboard and integrate new sellers into the Managed Service program, ensuring a seamless experience. - Build positive relationships with sellers and colleagues within the organization, serving as the primary point of contact for Managed Service accounts. - Develop advertising plans aligned to seller objectives and budgets, helping maximize campaign performance and business outcomes. - Monitor, analyze, and report on account performance, providing insights, trends, and recommendations to sellers and internal partners. - Deliver projects and initiatives within agreed timelines while balancing multiple priorities in a fast-paced environment. - Find opportunities to improve processes, enhance customer experiences, and contribute to the continued growth of the Managed Services initiative. Qualifications - Proficiency in both German & English required with strong verbal, written, presentation, and collaborator communication skills. - Experience working with performance-based digital advertising products, including knowledge of Cost Per Click advertising and eBay’s advertising portfolio. - Proven success achieving and exceeding commercial targets in a customer-focused environment. - Ability to build effective relationships and influence collaborators at all levels of an organization. - Experience delivering customer-focused solutions and managing multiple projects while maintaining a high level of accuracy and attention to detail. - Strong analytical, problem-solving, prioritization, and time management skills, with the ability to work effectively in changing environments. - Bachelor’s degree or equivalent practical experience, combined with proficiency in Microsoft Office Suite, Salesforce, and other PC-based business applications. Benefits - Competitive Salary - 5% Language Differential - Annual Bonus Plan - 25 days Holidays - Educational Assistance - Healthcare Plan - Life Assurance - Pension Plan - Sabbatical every 5 years

Role Description The Client Service Representative (CSR) is an entry-level role designed to provide essential operational and client support. This position is perfect for someone who is detail-oriented, organized, and interested in building a career in financial planning. The CSR role is the foundation of the firm’s client service model and is designed to lead into the Associate Planner position after a minimum of one year. Duties and Responsibilities - Client & Team Support - Act as assistant to both the Lead Planner and Associate Planner. - Manage scheduling including client reminders and nudges. - Provide day-to-day administrative and client support to ensure seamless operations. - CRM Management - Maintain and update the firm’s CRM with accurate data entry. - Complete workflows, task management, audits, and prospect reports. - Ensure records are complete and up to date for both clients and prospects. - Client Service - Coordinate client and planner scheduling and send meeting reminders. - Conduct document review and audit to ensure accuracy and completeness. - Manage client engagement activities including birthday emails, milestone cards, and gift acknowledgements (new baby, student loan payoff, etc.). - Billing & Operations - Provide billing support by updating account information and client service levels. - Assist with general administrative operations to support the financial planning team. Qualifications - Required - No financial planning experience or prior knowledge needed. - Strong organizational skills and attention to detail. - Professional and proactive communication skills (written and verbal). - Ability to manage multiple tasks and deadlines. - Preferred - Experience in administrative or client service roles. - Comfort with software systems and CRM tools. - Interest in developing a career path toward financial planning. Working Conditions This role primarily involves remote work, with occasional travel for White Coat Planning conferences or client events. The position includes health insurance and access to a 401(k). Pay Starting salary is $60,000, with a bonus structure added after one year of employment. Benefits - PTO - Health/dental/vision/life insurance - 401(k) matching - Parental leave - Adoption services reimbursement - Learning/educational incentives - Volunteer Time Off - Well-being programs - Company events - Self-improvement/productivity tools - The incredible feeling of making a difference Equal Opportunity Employer DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.