Role Description Are you passionate about helping people, building meaningful relationships, and delivering exceptional service experiences? We are expanding our remote team and seeking motivated, service-driven individuals to join us as Client-Focused Travel Advisors. In this role, you will work directly with clients to understand their travel goals, explore vacation options, and support the coordination of personalized travel experiences from beginning to end. You will act as a reliable point of contact throughout the planning process, helping clients feel informed, supported, and confident in their travel decisions. From relaxing beach resorts and cruise vacations to family holidays, group trips, and international getaways, you will play a key role in creating smooth, enjoyable, and memorable travel experiences tailored to each client. No prior industry experience is required. We provide full training, mentorship, and ongoing support to help you succeed and grow in the role. Key Responsibilities - Build and maintain strong client relationships based on trust and understanding - Learn client travel preferences, goals, and budget considerations - Research destinations, resorts, cruises, tours, and vacation packages - Recommend personalized travel options aligned with client needs - Assist with coordinating travel arrangements including hotels, transportation, activities, and excursions - Communicate with clients through phone, email, and digital platforms - Manage reservation requests, confirmations, and itinerary updates - Collaborate with travel suppliers and partners to finalize bookings - Maintain accurate and organized client records and travel details - Stay updated on destination trends, supplier offerings, and promotions - Provide consistent, high-quality service throughout the entire booking journey Qualifications - Interest in customer service, account management, hospitality, travel, or sales - Strong communication and interpersonal skills - Ability to build rapport and maintain positive client relationships - Excellent organizational skills and attention to detail - Ability to manage multiple tasks in a remote environment - Comfortable using computers and online communication tools - Self-motivated, dependable, and eager to learn - Strong problem-solving and follow-through skills - Must be at least 18 years of age - Must reside in the United States, United Kingdom, Mexico, Spain, Australia, or another approved hiring region Benefits - Fully remote work opportunity - Flexible scheduling based on your availability - Comprehensive onboarding and structured training program - Ongoing mentorship and professional development support - Access to travel supplier partnerships and booking tools - Travel incentives, discounts, and industry perks - Opportunities for career advancement and leadership growth - Supportive and collaborative virtual team environment - Valuable experience in client engagement, travel coordination, and account management

Title: Operations & Client Service Manager Location: Dallas, Texas, United States Job Description: Location: Remote (U.S.) Reports To: Founder & Lead Advisor Compensation: $70-90k base salary (depending on experience) + bonus opportunity + benefits About the Firm: This is a highly personalized wealth management practice serving primarily retirees with approximately $175 million in assets under management. The firm delivers comprehensive financial planning, investment management, retirement income planning, tax planning, and tax preparation services, creating a deeply integrated client experience. The founder is seeking a trusted right-hand partner who can take ownership of operations, administration, and client service workflows, allowing her to focus on client relationships, planning, and continued growth. Position Overview: This is not a traditional administrative assistant role. The Operations & Client Service Manager will serve as the operational quarterback of the practice, overseeing workflows, account administration, meeting preparation, client service requests, financial planning support, and process management. The ideal candidate thrives on organization, follow-through, and creating order from complexity. They enjoy details, proactively solve problems, and take pride in ensuring nothing falls through the cracks. Key Responsibilities: Operations & Workflow Management: - Manage day-to-day operational workflows across the practice - Track and monitor client requests from start to finish - Ensure paperwork, account transfers, and service requests are completed accurately and on time - Follow up with custodians, vendors, and internal resources as needed - Create, document, and improve standard operating procedures (SOPs) - Maintain organized digital filing systems and records - Serve as a central coordinator between the advisor and external support resources Client Service Support: - Prepare account paperwork, forms, and documentation - Coordinate DocuSign workflows and follow-up activities - Process beneficiary updates, account maintenance requests, and client service items - Handle routine client communications and follow-up - Ensure all client records remain accurate and up to date - Assist with meeting scheduling and logistics Financial Planning Support: - Enter and maintain client information within eMoney - Assist with data gathering and organization for financial plans - Prepare materials needed for client meetings - Pull reports and planning data for advisor review - Support implementation of a surge meeting process Executive & Advisor Support: - Proactively review upcoming calendar commitments - Prepare meeting files and supporting documentation in advance - Help prioritize tasks and keep projects moving forward - Act as a gatekeeper for operational issues, reducing interruptions to the advisor - Identify opportunities to improve efficiency and capacity across the practice Minimum Qualifications: - MUST HAVE 3+ years of experience in wealth management - Strong organizational and project management skills - Exceptional attention to detail - Ability to manage multiple priorities simultaneously - Comfortable working independently in a remote environment - Strong written and verbal communication skills - Technology proficiency and ability to learn new systems quickly Preferred Qualifications: - Experience supporting a Financial Advisor or RIA - Familiarity with eMoney - Experience with account opening and maintenance processes - Exposure to retirement planning and investment management workflows - Knowledge of DocuSign, CRM systems, and custodial platforms - Industry licenses (Series 7/66) are welcome but not required

Client Services Associate Company: TransPerfect Locations: - Toronto, Ontario, Canada - Boston, Massachusetts, United States - New York City, New York, United States - Princeton, New Jersey, United States - Philadelphia, Pennsylvania, United States Work Arrangement: Hybrid / On-site (Varies by location) Employment Type: Full-time Salary: $42,000–$45,000 USD annually Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an innovative and vibrant workplace? Then TransPerfect is for you! So you like what you hear but haven’t worked in ‘language’ before? That is not a problem, TransPerfect is far from “just a translation agency”. Our services portfolio covers everything from business support services such as interpretation, multicultural and digital marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized in optimizing business processes. That’s enough about us – what about you? We look for and appreciate anyone who is willing to roll up their sleeves and get stuck in! We offer a fast growth path and provide full training around our services, technology solutions and workflows. Therefore the key skills we are looking for are solid communication and relationship building abilities, keeping a cool head if situations get a bit stressful and really owning your role, taking responsibility for your clients and their business success. If this sounds like you, we would love to hear from you! We offer career development and an attractive bonus plan and social events are organized frequently. Where Your Career Is Going At TransPerfect, there are a lot of growth opportunities. All departments offer career growth and development that can combine your skills, interest and experience. We encourage our employees to have a continuous dialogue with management about growth opportunities throughout your tenure with the company Why TransPerfect For more than 25 years, we have honed a culture where all kinds of ideas are shared and new ventures are not only welcomed, but also encouraged. In this fast-paced environment, employees are intellectually stimulated so they can grow alongside the organization. From Intern to President, we believe that every single employee should have a voice and contribute to the amazing services we offer our clients. We also offer a comprehensive benefits package including medical, dental, and vision insurance, 401k matching, membership to child-care providers, and other TransPerks. You even get your birthday off because let's face it, we're stoked that you were born. TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law For more information on the TransPerfect Family of Companies, please visit our website at www.transperfect.com. Job requirements What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. - Respond to client requests for new project initiatives through our centralized technology - Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests - Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion - Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team - Where applicable, initiate some project specifics to set the production team /individual project up for success - Take a proactive role in learning about clients’ industry, business needs and company culture, educating the project team and providing a high level of service - Monitor and communicate project progress, ensure strict adherence to deadlines and budgets, and ultimately produce high quality deliverables - Serve as the central point of contact for and liaison between external client contact and internal production staff - Set and fulfill client expectations - Comply with internal regulations, processes and procedures in line with ISO standards - Potentially trouble-shoot problem projects - Understand and abide by individual project instructions and effectively communicate to the production team - Investigate client complaints where applicable - Discuss issues with clients and production staff and creatively problem solve to alleviate issues Who We Are Looking For - Bachelor’s degree - Excellent written and verbal English communication skills - Exceptional problem solving and analytical skills - Customer service and/or project management experience - Strong organizational skills, attention to detail, and the ability to multi-task - Working knowledge of MS Office - Ability to prioritize and schedule tasks and work in a team environment. - Must be willing to learn new things, be open to challenges and thrive on success On-site, Hybrid - Austin, Texas, United States - •Toronto, Ontario, Canada - •Boston, Massachusetts, United States - •New York City, New York, United States - •Princeton, New Jersey, United States - •Philadelphia, Pennsylvania, United States Customer Success Full-time, Permanent

Title: Client Services Associate Location: Pittsburgh, Pennsylvania, United States Job Description: Job description Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an innovative and vibrant workplace? Then TransPerfect is for you! So you like what you hear but haven’t worked in ‘language’ before? That is not a problem, TransPerfect is far from “just a translation agency”. Our services portfolio covers everything from business support services such as interpretation, multicultural and digital marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized in optimizing business processes. That’s enough about us – what about you? We look for and appreciate anyone who is willing to roll up their sleeves and get stuck in! We offer a fast growth path and provide full training around our services, technology solutions and workflows. Therefore the key skills we are looking for are solid communication and relationship building abilities, keeping a cool head if situations get a bit stressful and really owning your role, taking responsibility for your clients and their business success. If this sounds like you, we would love to hear from you! We have 90 offices worldwide but this particular opportunity is based in our Manhattan or our Pittsburgh office. We offer career development and an attractive bonus plan and social events are organized frequently. Where Your Career Is Going At TransPerfect, there are a lot of growth opportunities. All departments offer career growth and development that can combine your skills, interest and experience. We encourage our employees to have a continuous dialogue with management about growth opportunities throughout your tenure with the company. End your job search and find your career at TransPerfect #careersNOTjobs. Why TransPerfect For more than 25 years, we have honed a culture where all kinds of ideas are shared and new ventures are not only welcomed, but also encouraged. In this fast-paced environment, employees are intellectually stimulated so they can grow alongside the organization. From Intern to President, we believe that every single employee should have a voice and contribute to the amazing services we offer our clients. We also offer a comprehensive benefits package including medical, dental, and vision insurance, 401k matching, membership to child-care providers, and other TransPerks. You even get your birthday off because let's face it, we're stoked that you were born. TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law For more information on the TransPerfect Family of Companies, please visit our website at www.transperfect.com. Job requirements What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. - Respond to client requests for new project initiatives through our centralized technology - Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests - Initiate all project related work by providing detailed budget, schedule and - instructions to the project team and by anticipating pitfalls or potential roadblocks - to successful completion - Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team - Where applicable, initiate some project specifics to set the production team /individual project up for success - Take a proactive role in learning about clients’ industry, business needs and company culture, educating the project team and providing a high level of service - Monitor and communicate project progress, ensure strict adherence to deadlines and budgets, and ultimately produce high quality deliverables - Serve as the central point of contact for and liaison between external client contact and internal production staff - Set and fulfill client expectations - Comply with internal regulations, processes and procedures in line with ISO standards - Potentially trouble-shoot problem projects - Understand and abide by individual project instructions and effectively communicate to the production team - Investigate client complaints where applicable - Discuss issues with clients and production staff and creatively problem solve to alleviate issues Who We Are Looking For - Bachelor’s degree - Excellent written and verbal English communication skills - Exceptional problem solving and analytical skills - Customer service and/or project management experience - Strong organizational skills, attention to detail, and the ability to multi-task - Working knowledge of MS Office - Ability to prioritize and schedule tasks and work in a team environment. - Must be willing to learn new things, be open to challenges and thrive on success On-site, Hybrid - Pittsburgh, Pennsylvania, United States Full-time, Permanent All done! 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