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• Provide administrative support across client-facing operations.
• Manage inbound and outbound communications and update CRM systems.
• Maintain regulatory compliance and support cross-department efforts.

Sentry Credit is a company specializing in collections operations.

• Meet with clients 1:1 to provide support, training, product knowledge, and account reviews.
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk.
• Act as an advocate for the client's needs and speak confidently and professionally with clients.

Ylopo, LLC is a marketing and technology company providing internet marketing services and lead generation and engagement software to real estate agents. They offer personal development, mentorship, and recognition within a supportive and caring environment dedicated to continuous learning and growth.

• Help manage top tier, Fortune 100 client relationships, and account expansion strategies.
• Execute on engagement and delivery strategies for online and in-person training and assessment programs.
• Build and present client-facing delivery reports, including qualitative and quantitative data on student learning, sentiment, and engagement.

Since 2011, General Assembly has transformed tens of thousands of careers through pioneering, experiential education in today’s most in-demand skills.

Handle inbound queries from potential customers via phone, email, and/or chat. Reach out to customers who have initiated an application, guiding them through the process and addressing their questions. Deliver a world-class customer experience.

Splash Financial is focused on building financial technologies that fundamentally transform how the industry lends since 2013.

• Handle inbound participant and TPA calls, emails, and voicemails.
• Resolve client issues, concerns, and inquiries regarding benefit programs.
• Support the outside sales team by researching and assisting with operational questions.

Five Star Call Centers provides customer service solutions. They focus on delivering exceptional customer experiences in a fast-paced environment.

• Analyze customer assets, income, debts, and advise customers on financial products.
• Market and promote company products and services to current and potential clients.
• Follow up on new leads and referrals resulting from phone and field activity.

BHG Financial is dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

• Provide assistance across phone, email, and chat channels.
• Guide users through account needs and resolve issues efficiently.
• Collaborate with internal teams to ensure seamless support.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Support Maven’s rapidly growing direct segment with a high level of responsibility and visibility across the team
• Serve as a member of the account team managing our book of Small and Medium size Businesses (SMB) through a pooled support inbox, as well as developing 1:many content that can be leveraged by all customer segments
• Utilize Salesforce Cases system for triage, communication and resolution workflows; partner closely with peers other team triage colleagues to ensure high level of accountability and limit redundancy in addressing client questions and concerns

Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

• Serve as a trusted guide for lenders, settlement agents, escrow officers, notaries, and consumers.
• Handle chat, phone, and email support with accuracy and empathy, ensuring a smooth experience across the Snapdocs platform.
• Troubleshoot Snapdocs products, track issues, and partner with QA/training teams when recurring themes emerge.

Snapdocs' platform currently powers 20% of all real estate closings in the country, and they’re just getting started.

• Manage the end-to-end client lifecycle for a portfolio of partnership customers.
• Define, coordinate, and oversee project timelines, ensuring milestones are met with precision.
• Build and deepen trusted partnerships with customers, understanding their goals and working to surpass outcomes.

SWORD allows members to complete personalized physiotherapy from the comfort of home, with ongoing support and supervision from our team of licensed clinicians.

• Build strong, trust-based relationships with assigned clients
• Serve as the primary point of contact for communication, updates, timelines, and wins
• Make sure clients understand performance, outcomes, and value

Reunion Marketing is a data-driven digital marketing agency empowering clients to win through strategy, innovation, and relentless execution. They blend strong relationships with measurable performance, signifying a fast-growing environment where Client Success Strategists play a critical role.

Proactively contact customers with overdue accounts in a high-volume call center environment. Negotiate and execute payment arrangements, adhering to company policy, to resolve overdue accounts. Accurately record all customer interactions, payment plans, and relevant information in Enova's database.

Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform.

• Evaluate AI models' handling of tasks related to bill and account collection.
• Assess content produced by AI models in the field of bill and account collection.
• Provide structured feedback to improve AI models' understanding of workplace tasks and language.

Handshake is recruiting Bill and Account Collector Professionals to contribute to an hourly, temporary AI research project—but there’s no AI experience needed.

• Source promotional items and create client-ready presentations
• Coordinate all order shipping and logistics to customers
• Communicate with clients regarding schedules, updates, and change orders

DCX is an industry-leading, offshore BPO company that supports growth-minded small and medium-sized businesses in the United States. They equip ambitious US businesses with highly trained global talent, designed to help them overcome hiring challenges and add that much-needed layer of support for their team.

• Guide clients towards financial freedom by assessing their situation.
• Provide tailored debt consolidation options.
• Build rapport and establish trust with prospective clients.

Beyond Finance helps everyday Americans escape debt through individualized care and customized financial solutions. They've assisted over 1 million clients and are a rapidly growing organization focused on helping people.

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

• Responding to client support issues via phone, email, and live chat.
• Diagnosing, resolving, and escalating client support tickets when necessary.
• Assisting in creating and maintaining Knowledge Base / FAQ documentation.

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients.