• Serve as the primary point of contact for our clients, responding to inquiries and providing support via email, phone, and chat • Build and maintain strong relationships with clients, ensuring their satisfaction with our services • Assist clients with setting up new accounts, providing quotes, and managing their shipments • Troubleshoot and resolve any issues or concerns raised by clients in a timely and professional manner • Collaborate with other team members to ensure seamless communication and efficient resolution of client issues • Continuously seek opportunities to improve our processes and services, and provide feedback to the team • Keep detailed records of client interactions and maintain accurate client information in our database

• Manage and maintain company documents and records in an organized and easily accessible manner. • Ensure all documents are accurately labeled, filed, and stored according to company standards. • Monitor and track document revisions and updates, ensuring that all versions are properly archived. • Collaborate with team members to ensure timely and accurate completion of document requests. • Assist in the development and implementation of document control procedures and policies. • Conduct regular audits to ensure document accuracy and compliance with company standards. • Provide support to team members in locating and retrieving documents as needed. • Maintain confidentiality and security of all sensitive documents.

• Performs quantitative research, analysis, model development, and model validation for a number of products • Conducts analysis comparative to different markets and geographies • Researches independently while working alongside financial industry expertise • Applies knowledge attained to model scenarios • Examines scenarios like market impacts based on cryptocurrency movements

• Research, create, and execute exceptional itineraries for clients • Review individuals' needs and wants for travel • Complete ongoing training to earn and maintain certification • Attend ongoing webinars with vendors and suppliers • Review budgets and plan trips according to clients' budget constraints • Create promotional materials to utilize • Monitor restrictions on travel • Book travel needs (airline, car rental, hotel accommodations, cruise, ticket/event sales, etc) • Effectively communicate with clients pre/post travel • Handle issues that may arise during bookings and/or travel • Network with tour operators regarding packages to offer to clients