Role Description Build trust, create clarity, and strengthen the Advisor-client experience. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey. This role is equal parts relationship builder and operational expert, bringing order, confidence, and consistency to every interaction. Location: Remote, supporting Eastern Time Zone What You'll Do - Client Relationship Support - Respond to client questions, resolve issues, and guide them through account updates and portals. - Deliver timely, thoughtful service that builds trust with every interaction. - Represent the firm professionally in all client-facing communications, internally and externally. - Advisor Enablement - Prepare financial documents, meeting materials, and organized information for new and prospective clients. - Schedule meetings and coordinate events that keep the practice running smoothly. - Partner closely with Advisors to translate strategy into execution on a daily basis. - Account Operations & Data Integrity - Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing. - Ensure Salesforce and internal systems are accurate and consistently up to date. - Manage documentation and records in line with compliance standards. - Administrative & Office Coordination - Draft polished emails and client communications on behalf of the practice. - Support administrative workflows and day-to-day office coordination. - Identify opportunities to improve how the practice operates and bring actionable ideas forward. Qualifications - 3-5 years of client service experience in a professional services environment, preferably wealth management. - Hands-on experience with custodial platforms: Schwab, Fidelity, and Pershing. - Prior use of eMoney or Orion is a plus. - Series 7 and/or Series 65 licenses preferred. Requirements - Skills & Competencies - Strong written and verbal communication skills. - Superior organization and attention to detail. - High standards of accuracy and task follow-through. - Proactive, self-starting mindset with the ability to anticipate needs before they surface. - Effective time management and ability to prioritize across competing demands. - Collaborative relationship builder who takes pride in team outcomes. - Commitment to professional ethics and regulatory standards. - Technology & Tools - CRM proficiency required; Salesforce strongly preferred. - Microsoft Office Suite. - Familiarity with financial planning platforms such as eMoney or Orion. - Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, communication, and workflow efficiency. - Education - Bachelor's degree in a related field, or equivalent professional experience. Benefits - Salary: $65,000-$72,000. - Competitive salary + bonus pool. - Generous PTO, holidays, and a Charitable Service Day. - Health, dental, vision insurance + RFG Advisory stipend. - Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage. - 401(k) with Safe Harbor contribution. - Paid parental leave, short- and long-term disability, life insurance. - Surface Pro + home office setup. - Pet Insurance. - Continuing education and professional development support.

Role Description This is a very exciting and highly innovative time here at Outside. Outside, Inc. is looking for a full-time Client Services Partner, working within the Client Services Key Accounts team in Outside’s Media Sales Department. The Client Services Partner will be responsible for working with clients to manage digital media campaigns from start to finish, overseeing key deliverables such as: - Display tactics - Email marketing - Newsletter sponsorships - Reporting - Billing - Other campaign elements The Client Services Partner will also be responsible for managing the client’s campaign from signature through execution, including the following responsibilities: - Insertion order review and approval - Asset collection - Custom collaboration - Campaign launches - Billing - Reporting - Overall campaign logistics You will work closely with our Ad Sales, Creative, and Ad Operations teams to deliver measurable results that exceed client expectations. The ideal candidate possesses a deep understanding of digital media, a proven track record of successful campaign management, and a passion for staying ahead of industry trends. Key Responsibilities: - Manage the setup and execution of clients' digital brand campaigns, including display, email marketing, and newsletter sponsorships. - Build and maintain strong daily relationships as the primary, single point of contact for clients, ensuring alignment on goals, deliverables, timelines, and KPIs. - Oversee all aspects of campaign launch and management, including reviewing contracts, client outreach, aggregating assets, securing site inventory across company websites, communicating campaign elements to relevant teams, QA for trafficking setup, and continuous monitoring and optimization to meet client expectations. - Manage the timely receipt, testing, and required technical adjustments of creative assets for campaign launches. - Ensure all client-contracted items are delivered fully and within the scheduled duration. - Provide regular reporting updates and ongoing touchpoints for clients; communicate campaign complications to salespersons and clients, offering viable alternatives as needed. - Collaborate effectively with multiple internal departments, including trafficking, sales, editorial, digital planning, client success, custom content, social, and email marketing teams, from campaign launch through the final reporting cycle. - Demonstrate strong problem-solving and strategic thinking skills, successfully juggling multiple tasks and managing a high volume of campaigns while monitoring performance. - Follow up with clients on outstanding campaigns/deliverables, ensure all contracts are delivered in full, and manage monthly campaign billing and reporting needs. - Carry out troubleshooting processes to identify and resolve issues caused by trafficking setup errors, content management system mistakes, or technology malfunctions. - Develop expert-level knowledge and proficiency in systems including AdBook OMS, Google Ad Manager, Double Verify Publisher Suite, Megaphone, Salesforce, Asana, Sprout Social, Pressboard, and Hubspot. - Meet and exceed client expectations by consistently providing the highest level of customer service and developing proactive strategies to resolve issues and optimize campaigns as they arise. Qualifications - 4+ years of experience in Digital Marketing, Campaign or Account Management preferred. - Bachelor’s degree required. BA in marketing, statistics, advertising or business preferred. - Must possess a strong working knowledge of the Microsoft Office suite (especially Excel) and Google Docs. - Experience with digital advertising platforms (Google Ads, Meta Ads, Hubspot). - Must be able to comprehend and articulate analytical data, specifically data geared toward display banners such as CTRs, Video Completion Rate, Viewability, etc. - Must exercise great proactivity with strong communication, customer relations, and analytical skills. - Ability to stay on task and follow outlined processes. - Should enjoy working collaboratively across multiple departments. - Ability to thrive in a nimble, detail and deadline-driven environment. - A strong level of comfort and confidence in answering and/or resolving client inquiries is necessary. Benefits - Entirely remote jobs that could be performed in Colorado. - Employees can expect to be paid a salary of between $55,000 to $75,000. - Additional compensation may include a bonus or commission. - Additional benefits include health care, vision, dental, retirement, Flexible Time Away, sick leave, and more. Company Description We are committed to fostering a diverse and inclusive workplace. Outside Inc is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristics. Pursuant to applicable laws, we also make accommodations for qualified individuals with disabilities. We believe a diverse team is a strong team, and we encourage candidates from all backgrounds to apply.

Role Description Join a growing business in the financial planning and wealth management industry, supporting multiple advisors across a diverse client portfolio. This role is a high-impact, execution-focused Client Services Officer (CSO) position—responsible for handling the operational side of advice delivery, ensuring client data, systems, and workflows are accurate and up to date. You’ll work across a shared model supporting multiple advisors and approximately 300+ clients, primarily using platforms like My Prosperity and Advisor Logic. This is ideal for someone who is detail-oriented, proactive, and comfortable working in an environment with evolving processes—where you’re expected to take ownership and figure things out, not wait for instructions. Qualifications - Based in the Philippines - Experience in Australian financial planning or wealth management support roles (MANDATORY) - Hands-on experience using My Prosperity (MANDATORY) - Experience working with CRM systems such as Advisor Logic or similar - Highly detail-oriented with strong data accuracy skills - Comfortable supporting multiple advisors and handling high client volumes - Proactive and able to work with minimal structure or supervision - Strong organizational and task management skills - Can work independently and manage competing priorities Requirements - Experience with FIN 365 or similar next-gen CRM platforms - Familiarity with investment platforms: Netwealth, BetaShares, Vanguard - Experience with insurance providers such as AIA or Zurich - Strong understanding of financial planning workflows and compliance requirements - Experience working in a shared services or multi-advisor support model Benefits - HMO with 1 free dependent - Life Insurance - Paid Leave Credits - Government-mandated benefits (SSS, PhilHealth, Pag-IBIG) - Work-from-home equipment provided - All employment is fully compliant with Philippine taxes and government contributions Work Schedule & Employment Terms - Full-Time | Monday to Friday | 6:00 AM – 3:00 PM PHT - Remote work setup - Open to PH-based applicants only - Philippine-based employment only How to Apply To apply, please submit: - Updated CV - Short video recording explaining your experience in financial planning support and your hands-on experience with My Prosperity and CRM systems

Role Description Are you an organized and detail-oriented professional who enjoys keeping operations running smoothly? If so, we want you to join our team! We have an exciting opportunity available for a Repair Coordinator to support our Repair Department. This is a remote position open to candidates located near one of our Distribution Centres across Canada, with a preference for candidates based near our Winnipeg Distribution Centre (230 Panet Road) . As the Repair Coordinator, you will have the opportunity to: - Support the Repair Manager with scheduling, documentation, and administrative coordination. - Prepare service documents, repair forms, technician paperwork, and trip sheets. - Receive, inspect, reconcile, and maintain repair parts inventory. - Identify and report damaged, missing, or incorrect parts. - Maintain department files, records, and compliance documentation. - Coordinate with technicians, vendors, and internal partners to support repair operations. - Assist with inventory reporting and parts administration. - Support departmental workflows while ensuring accuracy and timely completion of tasks. - Follow company policies and standard operating procedures. Qualifications - High School Diploma required. - 1-2 years of experience in warehouse operations, inventory control, parts coordination, or an administrative support role within a service or distribution environment. - Experience working with third-party vendors to resolve parts discrepancies is an asset. - Strong organizational, time management, and problem-solving skills. - High attention to detail with a focus on inventory accuracy and documentation. - Proficiency in Microsoft Office, particularly Excel, Outlook, and Word. - Ability to learn inventory management and internal software systems. - Excellent verbal and written communication skills. - Comfortable working in both warehouse and office environments. - Able to lift and move materials consistent with department requirements. Benefits - $20.50-$22.25/ hour wage - Market competitive wages - Comprehensive benefits plan and excellent employee discounts - Employer Sponsored Retirement Savings Plan - Career growth and continuous development - Respectful and family-oriented working environment with strong company values Other Duties This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Duties and responsibilities may be amended from time to time, with or without notice. AI tools may be used during the hiring process to screen, assess or select applicants for the position.