Role Description We're a growing remote travel team and we're looking for a detail-oriented, client-first professional to join us as a Luxury Travel Consultant. You'll support clients in planning and managing high-end travel experiences, handling everything from initial consultation to post-trip follow-up, all from home. Full training is provided. You don't need a background in travel, you need to be organized, professional, and genuinely good with people. Key Responsibilities - Provide responsive, professional support to clients via phone, email, and online messaging. - Assist with luxury and leisure travel reservations, itinerary updates, and special accommodations. - Communicate travel details, documentation requirements, and booking policies clearly. - Monitor bookings for accuracy and proactively follow up with clients. - Resolve questions and concerns with a calm, solutions-focused approach. - Keep client records organized and internal systems updated. Qualifications - Clear, professional communicator, written and verbal. - Customer service background preferred, travel or hospitality experience is a plus, not a requirement. - Highly organized with strong attention to detail. - Comfortable working independently in a fully remote environment. - Able to pick up digital tools and booking platforms quickly. Requirements - Laptop or desktop computer. - Reliable broadband internet connection. - Smartphone for communication and updates. - Quiet workspace suitable for client conversations. Benefits - 100% remote with flexible scheduling. - Full onboarding and ongoing professional development. - Travel industry perks and exclusive supplier discounts. - Stable, growing team with real advancement opportunities. - Equal opportunity employer, all backgrounds welcome.

Role Description Position may be telecommute eligible, however candidate must reside in PA or OH. - Performs daily loan and portfolio system maintenance for: - Consumer solutions - Small business solutions - Commercial solutions - Corporate commercial loans - Mortgage loans - Completes full account activity review and documentation completeness, accuracy, integrity, and initiates any necessary corrections resulting from the review. - Follows restricted guide procedures, which are system or application specific, to ensure system integrity and avoid probable errors that could result in a loss to the bank or client while executing requested maintenance. - Supports both internal and external client questions related to loan accounts. - Adds dealer floor plan units and processes corresponding monetary transactions such as: - Interest payments - Payoffs - Real estate tax disbursements - Escrow account entries - Verifies that transactions balance. - Corrects billing exceptions, posts accrual adjustments, and clears balance activity, as needed. - Processes consumer and residential credit disputes of a general nature. - Receives and prepares accurate disbursement of real estate taxes paid through escrow. - Prepares maintenance and documentation for scanning to the Document Retention System. Qualifications - Must have a high school diploma or equivalent. - Minimum of two (2) years related experience is required. - Proficient mathematics skills; knowledge of computer systems such as LaserPro, CIF, Word, Excel, Grow systems, mainframe, and Loan Prospector. - Moderate interpersonal relations; moderate typing skills; moderate report writing and analytical skills and supervisory skills sufficient to provide training. - Ability to comply with established budgets and operate within budgetary constraints.

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.