• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. • Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients • Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness. • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. • An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions. • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. • This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans. • Effectively coordinate with advisory team and various EPW stakeholders for client-related requests. • Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources. • Travel required to meet with clients face-to-face and build strong relationships.

• Using the Artiva workflow management system, follow up on patient bills and claims to recover revenue from the responsible business entity. • Depending on the department, the business entities may include any or all the following: commercial health insurance, governmental insurance, and third party administrators • Analyze information to identify root cause of denied or unpaid claim and determine next steps • Pursue & obtain information needed to overturn claim denials, including patient & responsible party information, medical necessity, employer information, accident information • Ensure appropriate timely filing guidelines are met for maximum reimbursement • Escalate complex, complicated, or challenging accounts to management to ensure accounts are progressing effectively • Identify and discuss root cause issues with management • Draft and submit appeals with supporting documentation to overturn claim denials • Consequence to errors in judgment are critical (HIPAA violation penalties, lost revenue for hospital client, other penalties, or fines)

• Develop, understand and maintain the EHS project plan. • Provide support to communicate and manage all sections of the plan. • Responsible for safety administration, risk management, EHS training, medical and security related issues that may impact personnel or overall site safety. • Investigate incidents or near miss events as necessary or required. • Analyze root causes to determine safety measures to prevent future incidents and influence the implementation of corrective actions. • Serve as direct liaison with end customer at site in safety task planning with project scope of work. • Mentor peers and crew in advanced EHS topics and train new Safety Specialists.

• Provides clinical applications training to customers both on site and remotely • Assist in managing the customer’s clinical expectations • May coordinate or lead customer and/or employee training courses • May conduct large group presentations at seminars, training programs, and trade shows • Formulate complementary support training information in the form of quick tips, workbooks, video-media and implementation guides • Work with cross-functional teams as necessary to support and enable best services and optimize customer relations • Other duties as assigned by Training Operations and/or Applications Manager