Manager, Client Success

 Description  The Member Success Specialist serves as the primary liaison between our company and agency members, delivering exceptional service and support to ensure a positive member experience. This role handles inbound and outbound calls, emails, and live chats while providing accurate, timely information using appropriate tools and resources. The position also contributes to achieving personal and team revenue goals and meeting service request quotas.    Key Responsibilities (Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.)  Respond to member inquiries via phone (inbound and outbound), video calls, email, and live chat.  Determine efficient, effective solutions to meet member needs.  Provide onboarding and introductory information to new members.  Promote understanding and engagement with company programs.  Inform members about additional products and services to help grow their business.  Identify and escalate complex issues to the appropriate teams.  Troubleshoot common product or service issues.  Collaborate with internal teams to deliver timely resolutions.  Maintain accurate records and document all interactions and solutions in the system.  Provide clear explanations and coach members on next steps or corrective actions.  Meet or exceed individual and team revenue and service performance targets.     Physical demands  Prolonged periods of sitting and computer work.  Ability to occasionally lift up to 15 pounds.    Travel required  N/A    Preferred Qualifications  Experience in the travel industry.  Proficiency in Microsoft Office Suite.    Additional Information  This job description is intended to outline the primary duties and responsibilities of this role but is not exhaustive. Responsibilities may change at any time, with or without notice.  Working at WorldVia At WorldVia, we’re looking for structured thinkers full of passion, ambition, and kindness. We’d love for you to apply even if your experience doesn't precisely match the job description. Your experience, skills, and interests will help you stand out—especially if your career has taken extraordinary twists and turns. We welcome people of diverse backgrounds and perspectives who aren’t afraid to challenge assumptions and the status quo. Join us. Our Team Members: Are fundamental optimists who believe that no industry compares to the travel industry. Go to extraordinary lengths to distinguish ourselves through world-class work. Prioritize quality over speed and speed over scope. Desire to work with deeply kind, mission-driven people. Strive to make the complex simple. Use first principles to debate ideas, test assumptions, and make decisions. Seek the truth by putting data above opinions. Assume good intent and give tactical feedback to help each other get better. Hold no ego—when our customers win, we all win. We are committed to your professional development and growth as a company. You will set your own monthly goals aligned with our ambitious strategy. You will have our collective support in achieving significant wins—and personal coaching from your manager. You will be encouraged to take risks, try new things, and be creative with your work. You will have many opportunities to exchange and engage in feedback. You will be offered continual chances to stretch yourself and raise your own "bar." You will be rewarded for achieving excellence and mastery Requirements The ability to commute to Roswell, GA five days a week. The availability to work between the hours of 8AM to 9PM ET and on weekends. Benefits What We Offer  Competitive salary and performance-based bonuses Employer-Sponsored Medical and Dental Insurance with Employee Contribution Fully-Funded Life Insurance (1x salary) & LTD (Long-Term Disability Insurance) Optional Employee-Paid Vision Insurance and STD (Short-Term Disability Insurance) 401k with up to 4% Company Match Paid Time Off + Company Holidays Additional Time Off for Your Birthday and Work Anniversary Discount Travel Program Opportunities for professional development and career growth  Travel industry perks and discounts  Collaborative and innovative work environment  At WorldVia Travel Network, we are committed to fostering a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds and experiences.  Join us in shaping the future of travel and helping our network of agents achieve their business goals! 

Company Overview: At Wider Circle, we connect neighbors for better health.  Wider Circle’s groundbreaking Connect For Life(R) program brings communities and healthcare together in-person and on-line for health, wellness, and social activities that improve mental and physical health.  We create webs of community circles by employing local and culturally competent engagement specialists whose hands-on approach is informed by a sophisticated analytics platform.  We are on a mission to make the world a better place for older adults and disadvantaged communities. Job Overview: Wider Circle is seeking a passionate and dedicated Member Engagement Lead to play a vital role in our groundbreaking program, which connects neighbors for better health outcomes.  The successful candidate will radiate confidence and empathy, establish trust with our members, and skillfully switch between one-on-one and group interactions.  They will tirelessly utilize any means necessary to connect and engage with members, including in-person/virtual group events, home visits, and telephone outreach.  As a Member Engagement Lead, they will be seen as a mentor to others in the organization, supporting and leading peer groups as needed.  Join us in our battle against healthcare inequity.   Responsibilities Build relationships with individuals and communities to promote health and wellness. Conduct community-based outreach and education on healthcare services, disease prevention, and healthy lifestyles. Advocate for member and community needs within healthcare systems and social services. Establish partnerships with community-based organizations to broaden the range of support services available to our members. Provide culturally appropriate health education on topics such as nutrition, chronic disease management, mental health, and preventative care. Support individuals in understanding and navigating the healthcare system. Organize workshops and informational sessions on healthcare topics. Assist individuals in accessing medical care, insurance programs, and social services. Help members close care gaps by scheduling appointments and reminders, assisting with paperwork, and understanding their treatment plans. Identify barriers to healthcare (SDoH) and provide resources. Connect individuals with social services, such as housing, food assistance, and employment support. Document interactions in Wider Circle’s digital systems in a timely manner. Support Area Manager by assisting Specialists in their role, which can include training, shadowing or providing support to associates in need of assistance. Ability to support membership and meet required standards with little supervision. As needed, conduct in-home visits to meet with members that you are unable to reach to review their needs and discuss their access to care and/or close care gaps. Physical Demands Safely and consistently drive to public places up to 30 miles away from your home. Frequently carry up to 30 pounds of supplies. Comfortably stand and speak publicly, projecting your voice in indoor and outdoor spaces. Sit, stand, and walk routinely during events to interact effectively with members. Ability to sit for extended periods while conducting member outreach by phone. See and hear well enough to interact with members in-person or by phone and respond to member questions. Use a computer to view, enter, and update information in different systems. Effectively communicate with members in-person or virtually. Requirements A strong passion for helping and serving others. Outgoing personality and unwavering, positive attitude, with the ability to engage with others in-person and via phone or video conferencing. A genuine interest in working with Medicare/DSNP/Medicaid populations and a commitment to building strong, supportive relationships. Strong verbal and written communication skills to effectively engage with diverse community members. Proactive approach to outreach, with the ability to take lead on community engagement initiatives. Adaptability to a dynamic work environment and a willingness to learn and grow in the role. You have experience working in a remote environment and excel at working autonomously. You have flexible availability (outside of business hours) and reliable transportation when necessary. 3-5 years relevant experience. Preferred Requirements Associate or Bachelor Degree 3+ years of relevant community outreach, facilitation, or volunteer experience. Healthcare experience. Care Management experience. Experience leading and supporting peers as needed. Benefits Compensation  As a venture-backed company, Wider Circle offers competitive compensation including: Performance-based incentive bonuses Opportunity to grow with the company Comprehensive health coverage including medical, dental, and vision 401(k) Plan Paid Time Off Employee Assistance Program Health Care FSA Dependent Care FSA Health Savings Account Voluntary Disability Benefits Basic Life and AD&D Insurance Adoption Assistance Program Training and Development Starting salary: $18.25-$19.25 And most importantly, an opportunity to LOVE, LEARN, and GROW with us! Wider Circle is proud to be an equal-opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.  This position is full-time and in the office.   Essential Duties and Responsibilities •      Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office. •      Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation. •      Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. •      Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. •      Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance •      Maintain CRM database; define and ensure adherence to appropriate client service models. •      Manage multiple and competing priorities daily in pursuit of business objectives. •      Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages. •      Other duties as assigned. •      This is a Full Time position in the office Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities •     Basic computer skills (Outlook, Word, Excel. Adobe) •     Strong administrative and time management skills with superior attention to detail. •     Able to work independently and effectively manage multiple tasks at once. •     Excellent communication skills, both verbally and in writing. •     CRM knowledge a plus.   Education and/or Experience •      The ideal candidate will have 2+ years of experience in administrative support in a professional environment. •      High School Diploma or Associate's degree required •      Previous experience in financial services a plus

We are seeking a full-time Wealth Management Assistant to support operational and client service functions within a fast-paced financial services environment. This individual plays a critical role in ensuring that transactions are processed accurately and efficiently while providing exceptional service to clients. The ideal candidate will have a strong attention to detail, excellent communication skills, and the ability to manage multiple priorities. Key Responsibilities: Open and set up new accounts across platforms such as National Financial Services, Envestnet, and AnnuityRight. Process and reconcile client transactions and distribution requests. Create and monitor transfer requests to ensure timely movement of funds. Research and resolve client inquiries and service issues. Review time-sensitive and complex documentation for accuracy and compliance. Maintain detailed client records and activity logs in Redtail CRM. Communicate status updates and resolutions clearly with clients. Update account information and maintain ongoing documentation. Participate in special projects and administrative support tasks as assigned. Requirements Required Qualifications: Minimum of 2 years of relevant experience in administrative support or customer service within financial services. Proficiency in Microsoft Office (Word, Excel, Outlook). Strong organizational skills and ability to work both independently and collaboratively. High attention to detail with effective problem-solving abilities. Excellent phone etiquette and written/verbal communication skills. Ability to follow processes and procedures with consistency. Preferred Qualifications: Experience with Redtail CRM or similar client management systems. Familiarity with account platforms such as NFS, Envestnet, and AnnuityRight. Benefits Benefits: Health insurance Dental insurance Paid time off (vacation and holidays) Disability insurance Retirement plan (Simple IRA with employer match)

**This is an ON-SITE position.** The E-Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the call center. Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. Perform other duties as assigned by manager. Requirements Experience: One to three years previous experience in a call center or retail service position. Education/Certifications/Licenses: A high school degree or equivalent Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. Other Skills: Must possess computer skills with the ability to handle extensive data entry in an accurate and timely manner. Must be highly outgoing and self-motivated Microsoft Office 2010 or higher specifically in Word, Outlook, Excel. ADA Requirements Physical Requirements: Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions: This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events. Mental and/or Emotional Requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Benefits Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015. Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022 Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024 Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017 *** Applicants must submit a resume in order to be considered for the position. Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community. https://www.eeoc.gov/sites/default/files/2023-06/2... https://www.dol.gov/sites/dolgov/files/WHD/legacy/... https://www.dol.gov/sites/dolgov/files/ofccp/regs/... https://www.dol.gov/sites/dolgov/files/WHD/legacy/...

Founded in 1937, Advancial Federal Credit Union has emerged as a leading financial institution committed to enhancing the lives of its members through innovative, member-centric services. At Advancial, we pride ourselves on our dedication to creating lasting value through superior service, quality products, and a strong sense of community.   As a Member Services Representative II, you will play a crucial role in our commitment to exceptional service. You will be the first point of contact for members, assisting them with their daily credit union needs, and providing them with the information they require regarding their accounts and our wide range of products.   Working at Advancial means more than just having a job; it means being a part of a community where your contributions are valued and where you can develop your career in a supportive environment. We have been recognized as a Best Company to Work for in Texas for nine consecutive years, and we strive to maintain this positive and fulfilling workplace.   This position is located in our Edmond, OK Branch.   Key Responsibilities: Serve as a liaison between members and the Credit Union, providing information regarding accounts and services. Perform routine transactions including deposits, withdrawals, and loan payments. Open and maintain accounts, ensuring compliance with policies and procedures. Conduct interviews for loan applicants and process applications, analyzing credit history and background information. Cross-sell various credit union products and services to enhance member satisfaction and loyalty. Assist members with electronic services and promote features such as online banking. Balance cash drawers and ensure all transactions are accurately recorded.   Compensation: The pay range for this position is $16.39- $20.49 per hour, based on experience. Requirements Qualifications: High School diploma or equivalent required. Minimum of one year of experience in a similar role or in customer service. Strong communication and interpersonal skills. Ability to analyze member needs and provide appropriate solutions. Proficiency in relevant software applications and technology with a willingness to learn new systems. Demonstrated commitment to outstanding service and teamwork. Advancial Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.