Associate, Member Services Jobs Near Me

You are an energetic and ambitious individual with a few years' work experience, and you are ready to get your career on the fast-track with a supportive company in the financial services industry. A quick study and a team player, you enjoy working with people, learning new systems, and getting things done-all in the name of collaboration and superior client service. You want to work within a dynamic team of financial professionals to help clients both grow and protect their financial investments, so you are excited to roll up your sleeves and join forces with colleagues across the company to provide five-star client service. SUMMAR You will work as a member of the Client Services team at The Haverford Trust Company. You will report and closely partner with Patrice Shute, Vice President of Client Services. The Client Services Team is responsible for providing Quality client service to our clients and internal business partners with a focus on service excellence and creating consistent and positive client experience sWe are seeking an achievement-oriented individual with a background in client services. This individual will work in direct partnership with the VP, Portfolio Manager and must have demonstrated ability to work independently and within a team environment. This position requires client interaction and collaboration with internal contacts at all levels of the organization. Your role is integral to the VP, Portfolio Manager and the Company's mission of delivering superior client service, strengthening partner relationships both internally and externally, and achieving strategic initiatives. You will be asked to assist the Portfolio Manager and others to deliver five-star client service . ABOUT HAVERFORD TRUST The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of September 2024, we had $15 Billion in assets under management or consultation. Haverford Trust has experienced significant growth in recent years, and our commitment to a strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, informal breakfasts with the President and CEO, and an annual charity run, Haverford has a powerful and unique culture. We have hired 14 new team members since the beginning of this year, and our employee retention rate stands at 97%. Meet our team, and you quickly see that every person exhibits Haverford's core values of quality, integrity, respect, discipline, community and optimism. Unquestionably, our team is our greatest asset. We invite you to learn more about our approach, our beliefs, and our commitment to Quality Investing at ************************ and our LinkedIn page. REQUIREM Normal business hours are Monday through Friday 8:30AM - 5:30PM Hybrid work schedule with set days to work from home and in the office in Radnor, Starting in December 2024, we are asking all employees to come into the office on Wednesdays to support client needs and collaborate with team members. Periodically, local travel and the need to work additional hours are needed to meet work expectations; we endeavor to provide as much notice as possible in these instances. POSITION RESPONSIBILTIES Proactively anticipate and assess administrative needs of the Portfolio Manager and clients with focus on retaining and attaining assets. Provide support to the Portfolio Manager, including daily administration of client accounts and client contact. Assist team in marketing related activities, including preparation of client and prospect reporting packages to support communication of portfolio performance. Serve as primary internal contact for clients and prospects; respond to and independently handle routine to complex client inquiries, including opening and onboarding new accounts and requests for charitable giving. Track and document interactions with clients and prospects. Routinely and proactively perform account surveillance to ensure client accounts are invested according to guidelines. Monitor periodic surveillance reports including Daily Transactions, Target Allocation, Bond Maturity, and High Cash to assess trading needs. Assist Portfolio Managers and Investment Officers with rebalancing client portfolios. Conduct independent analysis of asset allocation and portfolio construction to ensure portfolios are aligned with Haverford's investment strategy and investment objectives of clients. Initiate trades as needed. Review and analyze accounts prior to a block trade to determine an account's participation in the block with focus on a client's investment objectives and tax sensitivity. Prepare for and participate in semiannual Portfolio Review. Prepare and present presentations. Provide personalized guidance for the PM to provide to clients. Demonstrate industry knowledge to effectively communicate with cl Ients. Develop an understanding of Haverford portfolio strategies. Possess general understanding of markets and current macro/micro events that may be impacting the market. Cultivate understanding of the history and culture of The Haverford Trust Company. Build positive relationships and collaborate with team members throughout the firm. Act as a liaison with teams throughout the organization to facilitate resolution of client needs. Collaborate with team members to review current policies and procedures and recommend changes that will increase efficiency and promote uniformity. Participate in nonrecurring and ongoing projects that will enhance service capability. Maintain high standards in verbal and written communication. Readily engage in team and firm-wide initiatives including integration of new technology and client service initiatives. QUALIFICATIONS Education / Experience BA or BS in Finance or related field preferred. Minimum 3-5 years' experience working in the financial sector required CFP designation encouraged. Highly proficient with word processing, financial spreadsheets, and client database management software programs. Skills / Abilities Teamwork Collaborate effectively within your own highly interactive team to achieve goals. Cross-train to support team members; serve as a reliable back-up. Work productively in cross-functional endeavors to execute tasks. Communication Exceptional verbal skills and client relationship skills with an emphasis on five-star, value-added service. Excellent written communication skills, including precise editing. Strong, persuasive presentation and public speaking skills. Work Management and Product Dedication to quality and excellence. Ability to build trusting, long-term relationships with business partners. Understanding of and commitment to client privacy and confidentiality. Finesse to identify/define needs while managing stakeholder expectations. Strong analytical and problem-solving skills; creative and innovative solutions. Excellent organizational skills: capacity to effectively handle difficult requests. Superior attention to detail, including accuracy in compiling data and materials. Excellent time management skills: proven ability to act promptly and meet deadlines. Demonstrated investment in continual learning and improvement. Technical Proficiency with Microsoft Office Suite or related software. Ability to quickly learn new technologies and client database management programs. Work Values Model the firm's values of Quality, Integrity, Respect, Discipline, Optimism and Community. Always demonstrate ethical decision-making; escalate issues appropriately, consider reliability and credibility of facts, consider future consequences of decisions for the firm, and remain willing to make, support, and be held accountable for de cisions. The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company's changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate at Haverford's sole discretion. All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act. The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law. This position may be subject to Haverford's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford's current or future business interests, misrepresentations were made, or for failure to disclose suc h activities.

We are looking for an experienced, detail-oriented, and proficient Client Service Associate to serve as the primary client service and support role for Senior Partners and one or more Client Relationship Teams. The ideal candidate must bring 2-6 years' experience providing administrative support in the wealth management or financial advisor industry. This position will be an integral part of a small, but dynamic group of professionals providing optimal service to our clients. Wingate has been named to CNBC's “Financial Advisor 100” List for each of the past two years. You have the opportunity to be part of this exceptional organization as a Client Service Associate. Primary Responsibilities · Providing frequent and comprehensive support for a broad base of Wingate's clients and professional staff. This includes and is not limited to: o Initial client contact, needs assessment, and processing of client requests o New client account management and onboarding o Daily handling of frequent confidential financial transactions including wire transfers, check deposits, and other money movement o Providing the timely and professional handling of client calls and email o Review and preparation of client and regulatory documentation o Monitoring and responding to daily financial alerts o Coordinating efforts with clients to ensure links to external financial accounts are accurately functioning · Providing the logistical, organizational and hospitality coordination for client visits, meetings, and meals · Managing the day-to-day schedules and calendars for multiple team members · Independently addressing client questions or issues related to Wingate's various secure portals · Organization, prioritization, and sequencing of daily tasks for multiple team members · Manage the high volume of coordination of paperwork and tasks Required Skills and Experience · Bachelor's degree preferred and a minimum of 2-6 years' administrative support experience in a financial services environment (Wealth Management industry experience is strongly preferred) · Proven, verifiable proficiency to effectively communicate verbally and in writing with clients, external professionals, and internal staff · Proven ability to manage conflicting priorities and organize a high volume of day-to-day work · Proven experience with the handling of confidential and time-sensitive documents and data · Minimum intermediate level of experience with Microsoft Excel and rest of Microsoft suite, client relationship management (CRM) software, and general technological aptitude · Our office currently maintains a 9am to 5pm hybrid in-office and remote work schedule. This position requires flexibility and a willingness to be physically present in the Wingate office if needed to attend in-person client meetings. The position offers a competitive salary and a comprehensive benefits package including health insurance with a health savings account option, company paid life insurance, short-term disability, long-term disability, dental, vision, 401(k) plan with a company match and a generous paid time off plan. About Wingate Wingate Wealth Advisors, LLC is an independent wealth management firm, located in Lexington, MA, specializing in financial planning and investment management dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure investment plans are aligned with client specific needs, goals, and circumstances. Wingate is a fee-only firm and a registered investment advisor with the SEC. Our culture is relaxed and friendly but professional, extremely client centric, fast paced and collaborative. We are dedicated to continuous improvement of both our people and processes.

Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size, ensures that each client receives personalized attention at every step. About the Role We're in search of a dedicated and enthusiastic Client Service Associate to play a vital role in supporting our team and managing client tasks and relationships in our firm. As our firm continues to grow, this role offers an opportunity to fully engage with all aspects of client service. If you're a driven and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this opportunity. Key Responsibilities: Manage account operations activities including but not limited to: paperwork for new accounts, paperwork for existing account maintenance (beneficiary updates, contact information changes, etc.), estate settlements, and serve as a liaison between our RIA and our custodian. Manage the tracking of custodian cash management, money transfers, and other account related tasks. Answer inbound client calls to assist with account servicing needs and advisor scheduling. Make outbound calls to clients for service-related discussions or other firm directed communications. Assume ownership of time sensitive client promises/requests to make certain they are done on time and accurately. Independently maintain and keep up to date firm databases such as but not limited to: required minimum distributions, compliance logs, etc. Periodic reporting of these databases may be required as directed by the firm's leadership. Continuous logging of client interactions and service in our CRM so all firm operations have a clear log. Manage long term client specific projects as assigned while meeting all required deadlines. What We're Seeking: Bachelor's degree and/or equivalent financial services experience A candidate committed to a long-term career in wealth management. A proactive approach to tasks and willingness to take ownership of their responsibilities. At least 2 years working in a Brokerage firm and/or Registered Investment Advisory firm. In-depth experience with custodian platforms such as Charles Schwab, Fidelity, Raymond James, etc and CRM system such as RedTail. Strong multitasking abilities, excellent attention to detail, and a knack for prioritizing tasks effectively. Excellent interpersonal skills, a collaborative mindset, and a commitment to putting clients first, supported by ethical principles and reliability. Strong focus on client service with the ability to communicate both verbally and written in a clear and concise manner. Perks & Benefits: Competitive salary of $65,000. Potential for performance-based bonuses. 50% employer-paid health insurance coverage. Paid sick leave and holidays. Opportunities for specialized professional development. Clear paths for career advancement. Positive and supportive work culture and management. Complimentary snacks and beverages. Clean and organized office environment. A new, and clean work environment Realistic expectations and a healthy work-life balance.

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting. The right candidate is collaborative, organized, and focused on upholding BBR's exceptional standards of service and hospitality. Responsibilities Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise, promptly and with care Handle client and accountant queries and requests, establish custodial accounts, and assist client in completing firm and custodian paperwork Portfolio cash management - attend to recurring and ad hoc cash and security transfer requests; complete ACH and wire transfers as required Support investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies Manage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative investment valuations Coordinate monthly client statements and quarterly management fees Interact with all levels of BBR staff and management Preferred Qualifications 1+ years of post-undergraduate relevant work experience Must be a team player and possess a client first attitude Ability to prioritize and manage multiple tasks at once Knowledge of portfolio administration and various custodial interfaces Experience working with private high net-worth clients and/or institutional clients Proficiency in MS Word, Excel, Outlook, CRM software, ACH, and wire transfers Exposure to Portfolio Management Software such as Advent APX What We Offer Competitive base salary and incentive compensation Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents 401K plan, Life insurance, and short & long-term disability coverage One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care Personalized development and career growth opportunities Volunteerism opportunities and matching gift program Flexible time off, paid parental leave, and Sabbatical with company tenure Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress New office space with a variety of perks and amenities including catered lunches and stocked pantry Additional Information Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, inherently collaborative, and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Role: Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity. The ideal candidate is tech-savvy, has high standards for client service, and excels in communication. A strong background in financial services, exceptional organizational skills, and a proactive approach are essential for success in this role. Responsibilities: Proactively support client service needs, including paperwork processing, new account setup, account transfers, updates, move money requests, and resolving NIGO (Not In Good Order) alerts, as directed. Provide responsive support to advisors and custodians via phone and video calls. Manage client interactions through remote video calls, phone conversations, and email communication. Maintain and update client records and files in the CRM database, ensuring accuracy and confidentiality. Organize and manage document storage and client records. Assist with data entry and report preparation as requested by financial advisors. Handle confidential client and company information with discretion and professionalism. Qualifications: Minimum of three years experience in an advisor support role. Three years of experience in financial services (e.g., banking, wealth management, insurance). Excellent interpersonal, customer service, and communication skills. Strong attention to detail and problem-solving capabilities. Ability to multitask and manage time effectively in a remote environment. Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint). College degree preferred. Must pass a basic credit and background check. Benefits: Competitive salary Comprehensive benefits package, including health, dental, and vision insurance Retirement savings plan Paid time off and holidays Professional development opportunities How to Apply: If you are interested in joining our remote team and contributing to our mission of delivering exceptional client service, please submit your resume via LinkedIn's Easy Apply feature on this job posting. Dynamic Advisor Solutions is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply. Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!

Summary of Expectations The Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail-oriented, have the flexibility and ability to prioritize various projects, and take initiative on tasks. The position may be based in either the Fredericksburg, VA office or the Glen Allen, VA office with travel to Fredericksburg, VA. Position Responsibilities and Essential Functions Maintains confidential and time-sensitive material. Maintains various aspects of client accounts including opening new accounts, processing and submitting documents, and initiation/filing of client Investment Consulting Agreement. Maintains client hard copy and electronic files. Handles alerts and action items from platforms. Masters custodial, portfolio management, and customer relationship management software and platforms. Provides client operational support, including entering trades and executing money movement. Supports Financial Advisor by preparingcorrespondence and commentary, client proposals, presentations, and spreadsheets. Assistswith client presentations, including preparing, assemblingand proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms. Performs various clerical duties including copying,printing, assembling and binding of material for special projects as needed. Schedules client meetings, maintains Financial Advisor's calendar, books conference rooms, and orderslunches, drinks or snacks. Oversees Black Diamond performance reporting and data aggregation. Enters and maintains client information in Salentica, our client relationship management system. Assists with data entryfor investment plan and formal financial planning engagements. Assistswith formulation of policies and procedures regardingopening accounts, maintenance of client files, monthlypreparation of information for client billing and other operational functions performed on a regular basis. Performs various administrative functions: answeringand directing incomingtelephone calls, opening, dating, and sorting of incoming mail, preparation of outgoing US mail, courier or delivery service packages, orderingof supplies, and equipment maintenance. Acquires licensing and builds knowledge base to develop into an Associate Financial Advisor, gaining more client facing responsibilities. Professional Experience 3+ years of prior experience preferred; however, culture-fit is paramount, and we are willing to consider those with less experience if they excel in the personal attributes noted below. Background in professional services (finance, legal, tax, etc.) with operations or administrative experience preferred. Strongly proficient in Microsoft Office Suite, with willingness to learn other industry-specific technology/custodial systems, as required. Equivalent of a bachelor's degree or 4-years of college preferred. Current SIE & Series 7 licenses or the ability/willingness to obtain these licenses within 12-months of employment. Other licenses could be required. Personal Attributes Collaborative team player with a positive attitude and growth mindset. Possesses the drive and desire to grow into a financial advisor. Ability to work effectively on multiple projects. Unquestionable integrity and good judgment. Ability to learn new processes quickly, take initiative, and multi-task with little supervision. Excellent verbal and written skills. Ability to organize and prioritize work with attention to detail. Naturally curious and derives personal satisfaction from helping others. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States..

Financial Services Associate - Entry-Level Opportunity Santa Fe, NM Area Are you looking to start your financial career and grow within a small, supportive firm? This is your chance to join a community-focused financial services team in Santa Fe. You'll get hands-on training, learn the industry, and have the opportunity to grow with the firm. About the Firm: This is a small, close-knit firm that provides personalized financial planning and investment services. The team values community involvement and offers a friendly, collaborative environment where you can develop your skills. Job Responsibilities: Help clients with account questions, deposits, withdrawals, and setup. Work with the team to manage client accounts and ensure everything is compliant. Assist with administrative tasks like filing, maintaining client records, and managing documents. Support senior team members and learn the financial industry through hands-on experience. Opportunity to take on more responsibility and grow into more senior roles. What We're Looking For: Experience: 1-2 years in financial services is a plus, but not required. Licenses: If you have an SIE or Series 7 license, that's great, but not necessary. Skills: Good organization, attention to detail, and clear communication. Tech-Savvy: Comfortable using computers and software like Microsoft Office. Curious & Eager to Learn: Ready to take on new tasks and grow in your career. Why Join Us? Room for Growth: There's plenty of opportunity to advance within the firm, from operations to client-facing roles. Supportive Environment: Work with experienced professionals who will mentor and train you. Work-Life Balance: Flexible schedule with the option to work from home on Mondays. Great Benefits: Competitive health benefits and free financial planning services. If you're ready to start your career in financial services and grow with a great team, apply today! MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at *****************

Are you ready for a new opportunity where you can develop new skills or transfer your experience to a fulfilling career and business? We are looking for talented, motivated and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated and dedicated to success and appreciates a full but flexible schedule. You will be trained and work remotely from your home office or you can join us at our office in Beverly Hills, California. You will be provided the tools, training and mentorship needed to learn and grow as a financial services professional. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver professional consultative financial advice. You will have the opportunity to earn an income, build a career and build a business with long term growth potential. We work as fiduciaries in an open architecture structure of financial services and products including highly rated national providers. We are backed by a Fortune Global 500 company with over $400 billion in assets under management. Financial Planning & Activities · Generate new clients utilizing traditional and digital channels · Meet with new clients to determine needs and goals · Use financial illustration software and analyze solutions. · Design and deliver a personalized financial plan · Communicate with clients · Develop leadership skills through virtual team meetings, trainings, and continuing education. · Business expansion to all states · Broaden financial knowledge and skills Candidate Characteristics · Passion for financial security · Ability to connect with people · Leadership experience · Great communication skills · College degree or 2+ year work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role include nurses, medical, social media, life style influencer, leadership, coach, competitive athletes, real estate, entrepreneur, life insurance, financial, recruiting, accounting, economics, sales, technical, remote work, travel and life style. · Licenses/ Required: Life, Health Insurance License or obtain within 30 days (already licensed preferred) · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check, obtain, and maintain all required licenses and continuing education (CE) certificates. · This role is offered as a remote position nationwide. Hybrid optional within Beverly Hills or Los Angeles, CA. · Actively seeking candidates in Los Angeles, and all US states including California, Arizona, Nevada, Michigan, Florida, New York, Texas, New Jersey, Connecticut, Hawaii, Alaska, and Nebraska · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals may earn income of $65,00 -$130,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Are you looking for an opportunity to experience career growth or transfer your skills to a new environment? You will receive training and mentorship to excel as a financial professional. We empower diverse teams to create and lead thriving businesses that help families and businesses secure their financial strategy by offering a broad mix of investment, protection and retirement solutions. As an agency, we advocate for financial literacy, comprehensive planning for all who want access to a broad range of top-tier financial products and services. We focus on helping people take control of their financial well-being, while staying adaptable and confident through life's changes. Our financial services agency is backed by an A-rated global financial services company that currently has 745 million assets under management. Our mission is to help clients live their best lives, and we're a diverse team of professionals committed to that goal. You'll gain valuable skills through a proven onboarding process, learn to build business, prospect clients, and deliver tailored financial plans. We're seeking dedicated individuals who are motivated to make a meaningful impact. If you're committed to success and helping others reach their goals, we'd love to meet you and see if there is a mutual fit. Financial Planning Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine financial goals · Utilize financial illustration software and deliver analyzed client-tailored solutions. · Equip clients with basic financial fundamentals for budgeting, savings, taxes, retirement and wealth · Comprehensive financial fiduciary client relationships · Business development and business expansion · Leadership, team building, entrepreneurship , Continuous learning Candidate Characteristics · Passion for financial independence · Transfers career/educational skills effectively · Goal is to help people · Leadership & Entrepreneurial development · Virtual and digital working skills · Strong communication and speaking skills · Self-driven, daily discipline, positive · Twin career possible · People skills, team player · 3 + year work experience or college degree + 2 years' work experience · Candidates with the following characteristics are encouraged to apply: entrepreneurs, social and digital marketing, AI, return from career-break, health and fitness, real estate, military, life insurance, financial, business owners, recruiters, coaches, economics, accounting, CPA, sales, law, nurses, teachers, non-profit. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Nevada, Texas, Tennessee, Colorado, Georgia, Michigan, New York, New Jersey, Florida, Oregon. · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $132,000. We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age,

At Faye, we're redefining travel insurance and delivering unparalleled customer care. As we continue to grow rapidly, we're looking for a visionary Head of Customer Experience to scale our global operations and elevate our world-class service to even greater heights. What You'll Do: Lead with Impact: Build, mentor, and inspire a top-tier CX team across Richmond, VA, and Tel Aviv. Shape the Strategy: Design and execute an omni-channel CX strategy, ensuring seamless, delightful interactions across all customer touchpoints. Expand Expertise: Enhance team capabilities to provide comprehensive support for our evolving product lines. Leverage Innovation: Use data and cutting-edge tech to scale operations, optimize workflows, and set new industry benchmarks. What We're Looking For: 7+ years in CX leadership, managing global teams of 50-100+ reps. Expertise in scaling omni-channel B2C environments using tech-driven solutions. Proven success in crafting and executing long-term CX strategies. Startup or relevant industry experience (insurtech, travel, fintech) preferred. Native-level English fluency; familiarity with U.S. customer expectations is a plus. Why Join Faye? Join a thriving, fast-paced team committed to reshaping travel insurance with cutting-edge solutions and best-in-class customer care. You'll play a pivotal role in driving growth, innovation, and setting new standards in customer experience.

Registered Client Services Associate - Remote Opportunity Series 7 license required San Jose, CA Metro Area **To be eligible for this position, you must reside within 90 miles of the San Jose, CA area and hold an active Series 7 license Are you ready to elevate your career in the financial services industry? Join our client's dynamic team as a Registered Private Client Services Associate in the Greater San Jose, CA Metro. While enjoying the flexibility of this Work-From-Home position, you'll be an integral part of a culture that values occasional in-person collaboration, fostering meaningful connections with your peers. What You Will Do In this role, you'll enhance relationships with their esteemed high-net-worth clients. Managing assets ranging from $250,000 to $1 million, you'll address complex service and investment needs, driving customer loyalty and unlocking business development opportunities. Specific Responsibilities Engage with clients via inbound calls, offering guidance on products and services. Process customer requests, including options, equities, mutual funds, fixed-income trades, and specialized monetary transactions What They Need From You Active Series 7, Series 63, or 66 required 1-3 years of financial services industry experience Strong technological savvy and a quick learner of new tools Broad-based knowledge of financial planning concepts Proven customer service and problem-resolution skills in a high-volume environment Ability to influence and enrich the customer experience through consultative skills Their Investment in You Our client recognizes that its employees are its greatest asset. It offers a competitive total rewards package, including a stable base salary plus quarterly paid bonus incentives ranging from $70,000 to $80,000 annually, depending on the position and eligibility requirements. **Job duties, location, relevant experience, and other factors will determine your placement within this range** In addition to a competitive base salary, their comprehensive benefits package includes: Market-leading retirement plans Generous paid time off and parental leave Charitable giving employee match program Educational assistance, including student loan repayment and tuition reimbursement Health care coverage, emotional well-being support, and more Seize the opportunity to grow with our client. Apply Now!

Seeking a Wealth Management Client Associate to join our client's team. Our client has over 20 years of proven wealth and investment management success. As a Wealth Management Client Associate, you will develop client relationships and support Financial Advisors. This is a highly visible role, which is a challenging and rewarding opportunity. **This is an ON-SITE role. Local candidates only; not open to relocation at this time.** Key Responsibilities: Build sustainable relationships and trust with clients. Take ownership of client issues and follow problems through to resolution. Improve client experience to facilitate organic growth of the practice. Successfully manage a high volume of emails, calls, and tasks, including but not limited to establishing client profiles, opening new accounts, tracking and reporting on incoming, outgoing, and internal asset transfers, and preparing authorization documents for establishing and updating accounts. Ensure regulatory compliance is followed. Process Required Minimum Distributions. Develop and maintain a knowledge base of evolving products and services. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field 2+ years' experience in the wealth management industry in a client-facing role. Comprehensive knowledge of the investment industry. Experience with CRM systems. Intermediate to Advanced level skills in MS Excel, Word, and Outlook.

What You Will Do All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product selections that are safe, clean, and easy for customers to access. The Seasonal Merchandising Service Associate (MSA) completes merchandising resets and service-related projects accurately, on time, and in accordance with merchandising and safety standards. To be successful, this associate must be able to follows detailed project instructions. The Seasonal MSA builds displays, processes damaged products, rotates and prices stock, resolves project issues or questions, checks third party work completion, and provides proof of project completion. What We're Looking For Hourly Seasonal: Generally scheduled 10-40 hours. Preferred Weekend morning availability AND morning, afternoon, or evening availability during the weekdays (need varies by location) Physical ability to perform tasks that may require prolonged standing, sitting and other activities Minimally must be able to lift 25 points without assistance; may lift over 25 pounds with or without assistance. What You Need To Succeed Minimum Qualifications Ability to read, write, and perform basic arithmetic (addition, subtraction). Ability to work overnight and weekends as required. Ability to utilize web based computer programs to accomplish assigned tasks. Preferred Qualifications High school diploma or equivalent. 6 months of Lowe's sales floor experience. 6 months of experience performing product merchandising tasks including reading planograms, setting up and tearing down displays. 3 months of experience operating power equipment such as lifts, order pickers, and similar equipment Working knowledge of basic tools needed for the job (e.g., hand tools, drills, saws). Lowe's is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law. #Full time RequiredPreferredJob Industries Retail

**What You'll Do:** This role's primary responsibility is to support a team responsible for maintaining exceptionally high levels of client satisfaction by enhancing the Clearing Member's experience with clearing their existing and new products. The role must possess a basic understanding of OCC's products, systems, and processes as well as a broad understanding of the industry as a whole. The role supports the team that provides daily support to members related to operational questions or issues which includes research and analysis of trade and position data. The role is expected to work under guidance with initiatives and define, quantify and analyze relationships to ensure each firm's operational requirements are met as they relate to their membership at OCC. This role is responsible for contributing to the writing of documentation and training of Clearing Members on operational processing, services and system capabilities. The role supports a team that is the main interface between the Clearing Members and all internal parties in preparation for new functionality and new products introduced into production. This role is responsible for ensuring compliance with all policies and procedures. **Primary Duties and Responsibilities:** To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * Support the team maintaining relationships with approximately 15 clients per person, including key clients * Support team members who respond to complex inquiries and resolve problems independently through explanation of facts and details; explain trade processing and clearing, corporate actions, data transmission technical specifications, etc. * Has demonstrated basic understanding and skills in OCC cleared products and systems with the ability to apply that knowledge and skills to a range of standard and non-standard situations * Support team's ability to effectively interprets clearing member needs, assesses requirements and identifies solutions to non-standard requests * Works with Clearing Member to make sure solution meets their needs * Has a basic understanding of client businesses across numerous OCC memberships * Supports professionals that gather and analyze pertinent information about Clearing Member's business in order to anticipate the needs of the members and increase the Clearing Member satisfaction * Implements procedures for clients' visits by leading meetings with senior management at clients' offices * Supports development of analyses of member performance and works to develop recommendations for improvement * Coordinate activities related to account changes, terminations and business expansions ensuring all activities are performed in accordance with procedures and in a professional timely manner * Responds frequently to day-to-day, routine Clearing Member inquiries received via phone or email and coordinates resolution with the appropriate department * Maintains and updates Clearing Member information in CRM system and other databases * Analyzes firm data and identifies trends * Leads training sessions to educate clients on new and existing products, services or enhancements; coordinates roll out and training materials. This includes information memos, operations manuals, user guides and in person/online presentations * Acts as an advocate and internal representative for Clearing Members so their product and service needs are communicated internally as necessary ensuring that the Member's needs are addressed * Performs Masterfile account updates and verification of changes for members * Assists with departmental self- testing and writing of procedures and job aids **Supervisory Responsibilities** * None **Qualifications:** The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * [Preferred] Previous options/financial industry background * [Required] Excellent organizational, verbal, communication and writing skills * [Required] Strong analytical, conceptual and problem-solving abilities * [Required] Ability to manage and prioritize assignments and respond to rapidly shifting priorities * [Required] Acts with increasing independence and displays significant business acumen and process knowledge **Technical Skills & Background** * [Required] Microsoft Office proficiency especially proficient in PowerPoint, Excel, and Word **Certifications** * None Required **Education & Training** * [Required] Bachelor's Degree in business * [Required] 3+ years of experience **Who We Are** The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at *************** **What We Offer** A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: A hybrid work environment, up to 2 days per week of remote work Tuition Reimbursement to support your continued education Student Loan Repayment Assistance Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely Generous PTO and Parental leave Competitive health benefits including medical, dental and vision **Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.** **Step 2 You will receive an email notification to confirm that we've received your application.** **Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.** **For more information about** OCC**, please click** here. **OCC is an Equal Opportunity Employer**

About us At Function Health, our mission is to revolutionize healthcare by making comprehensive health insights and personalized care accessible to all. Recognized as one of Fast Company's Most Innovative Companies of 2024, we are committed to excellence in the health technology sector. Venture-backed by top VC fund Andreessen Horowitz (a16z), we are growing our team with a hiring north star that guides us to seek out and cultivate talent that is not only technically excellent but also passionately aligned with our goal to innovate and empower. We seek individuals eager to make a significant impact on global health, with a relentless bias toward action and a growth mindset. In our collaborative and dynamic environment, we build our future together, focusing on a shared commitment to transforming lives through new technologies. The Role We're looking for a Member Success Associate to join our rapidly growing consumer health tech startup. As Associate, you will focus on handling escalated cases and expanded scope to ensure the highest level of satisfaction, engagement, and retention for our valued members. Responsibilities will encompass managing more complex inbound and outbound communications across various channels, including text, email, and chat. Additionally, as associate will provide support to peers, contributing to their development and ensuring consistent service quality throughout the team. Responsibilities: Responsive Communication: Respond promptly and professionally to member inquiries via chat, email, and text messages, ensuring high levels of customer satisfaction. Process Understanding: Develop a comprehensive understanding of our organization's processes and services to efficiently address member queries and provide accurate information. Continuously self-educate to stay updated on new features and offerings. Adaptability: Thrive in ambiguous and rapidly changing environments by demonstrating flexibility and resilience. Adapt to evolving member needs and organizational priorities to deliver exceptional service. On-Call Support: Be available for on-call messaging during member visits to laboratories, clinics, or other designated locations. Provide timely assistance and guidance to members to ensure smooth experiences during their visits. Technical Proficiency: Utilize internal tools and spreadsheets effectively to manage member interactions, track inquiries, and maintain accurate records. Troubleshoot technical issues as needed to enhance member satisfaction. Nice-to-haves Start-up experience, particularly in early-stage technology companies. Familiarity with healthcare or wellness industry design considerations. Proficiency in spreadsheets (Google Sheets and Excel), CRM systems, and ability to learn internal tools Join us on our mission to revolutionize the health technology industry! FAQ's What is Function's approach to remote work? Function is 100% remote across the United States, from Austin to New York to San Francisco. Who works at Function? We're small but growing! The team includes: Pranitha, Mike, Jonathan, Dr. Hyman, Kiara, Amy, Whitney, Karly, Max, Erika and many more. What's the interview process like? You'll meet with our Co-Founder & COO, Pranitha Patil. On this call, we're looking to understand your experience, interests, and if you're a culture fit. Do I need to match all requirements (e.g. x years of experience, healthcare background)? Function Health welcomes applicants from diverse backgrounds and experiences. While it is not necessary for candidates to possess expertise in all areas, we are seeking individuals with exceptional talent in building and managing software. At Function, we prioritize continuous learning and growth for all team members. We strongly encourage individuals from traditionally underrepresented communities, including women, people of color, LGBTQ+ individuals, veterans, and people with disabilities, to apply. At Function, we celebrate diversity and are committed to building a diverse and inclusive workforce. As an equal opportunity employer, we do not discriminate on the basis of race, color, gender identity, ancestry, religion, age, sexual orientation, national origin, disability, marital status, Veteran status, or any other occupationally irrelevant criteria.

Spokane Valley East Sprague - Spokane Valley, WA High School ****Take a leap and join our team!**** At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. **Get to know us:** ****Role Summary:**** The Virtual Member Service Associate (VMSA) uses exceptional customer service skills to provide an engaging member experience via Gesa's Interactive Teller Machines. VMSAs have an in-depth knowledge of our products and services, banking policies and procedures, and financial literacy to serve as a resource to our members. The VMSA actively looks for opportunities to deepen member relationships while performing teller transactions, account maintenance, and other member needs. Virtual Member Service Associates are proactive in referring, following-up, and guiding members through their ITM experience. ***Bilingual Spanish applicants are strongly preferred*** ****What You Will Be Doing:**** - Provide exceptional member service. - Solve problems, take ownership of member concerns, provide prompt resolutions, and follow-up. - Have a core understanding of financial literacy and be able to discuss it with members. - Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. - Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. - Meet or exceed established service levels, job performance, referral, and organizational goals. - Constantly adapt to changing priorities with a positive attitude. - Ensure Interactive Teller Machines are always working properly. - Perform transactions and service requests on member accounts in an accurate and timely manner. - Accurately follow all Interactive Teller procedures and balance your virtual drawer at the end of every day. - Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. - Other duties and projects as assigned. ****About You:**** - Professional written and verbal communication. - Make sound decisions that minimizes risk in a timely manner. - Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. - Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. - Respect and support all areas of diversity in the workplace and our membership. - Complete assigned training programs in timely and accurate manner. - Participate in and support a team environment. - **Education:** High School Degree (or equivalent) required. - **Experience:** * At least one year of customer service experience preferred. * Some cash handling experience preferred. - Demonstrate and support credit union values and service standards. - Attend and engage in community events on behalf of the credit union. - Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements. - Demonstrate a high level of personal integrity and ethics. - Report for work on time and maintain a schedule of regular attendance. - Some travel may be required. - Proficient with varying levels of technology. **What You Will Need:** ****Our Team Member Value Proposition:**** In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer: * Competitive Pay * Medical, Dental, Vision, and Life Insurance * 20 days/year of Paid Time Off - Plus 10 Paid Holidays! * 401(k) Match * Incentive Program * Tuition Assistance and Student Loan Repayment * Commuter Benefits * Paid Time Off to Volunteer in the Community * Product discounts * Engaging Work Environment * Rewards and Recognition Programs ****Salary Range:**** $16.28-$24.83 Get wise to what's possible with a career at Gesa. Join us! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation. Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment. Selected candidate(s) must be able to pass a pre-employment credit/background check. Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Needham, MA Full Time Member Services Entry Level To have every interaction contribute to stronger relationships, instilled trust, financial empowerment, and solved problems. Deliver great rates to save our members money, easy access to save our members time, and remarkable service to preserve our members peace of mind. To be the lifelong trusted partner of more and more members as they pursue their dreams. **The Member Services Representative will:** * Understand and be able to explain all products and services offered * Identify and fulfill financial needs of new and existing members * Guide members through troubleshooting, navigating the company site, or using the products or services in a call center environment * Maintain member confidentiality in accordance with all company policies * Perform other job-related duties as assigned **A successful candidate will possess:** * Previous experience in customer service, sales, call centers, or other related fields * Previous Credit Union experience preferred * Ability to prioritize and multitask * Positive, patient, and professional demeanor * Excellent written and verbal communication skills This is a hybrid work from home position, requiring a portion of time to be spent in-person at the branch. Candidate must be able to work in the branch on a weekly basis. The compensation for Member Services will include an impressive benefits package. We offer medical, dental, vision, life insurance, disability insurance, a 401(k) plan with a match, a pension plan, paid vacation, sick and personal time. We also offer a credit monitoring service and a student loan pay down program. We are an Equal Opportunity Employer M/F/D/V. Salary range: $20-22 per hour

Job Details Entry County Center Galveston Fitness LLC - Manassas, VA Part Time See Job Description Customer ServiceDescription The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. You will also be primarily responsible for the overall cleanliness of all areas of the facility to ensure a positive member experience. Schedule Part Time Saturday & Sunday: 6:00 AM to 2:00 PM 8-hour shift Or Part Time Saturday & Sunday: 2:00 PM to 10:00 PM 8-hour shift Or Part Time Friday: 12:00 PM to 8:00 PM or 2:00 PM to 10:00 PM Saturday & Sunday: 2:00 PM to 10:00 PM 8-hour shift Or Part Time Saturday & Sunday: 6:30 AM to 2:30 PM 8-hour shift Or Part Time Saturday & Sunday: 11:00 AM to 7:00 PM 8-hour shift Or Part Time Friday: 12:00 PM to 8:00 PM or 1:00 PM to 9:00 PM Saturday & Sunday: 11:00 AM to 7:00 PM 8-hour shift Benefits FREE Black Card Membership! 401k plan after 3 months of service Health Insurance - First of the month following hire date Medical & Prescription drug plans HSA (Health Savings Account) Qualifications A passion for fitness and health! Upbeat and positive attitude. Punctuality and reliability are a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the members expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. Basic computer proficiency. Demonstrate diplomacy in all interactions while using appropriate behavior and language. Satisfactory background check. How to Apply: If you are interested in joining our team and contributing to making a difference, please submit your resume or complete our application by using the Apply Now Section or Hitting Apply. We will be reviewing applications on an ongoing basis and reaching out to the best possible candidates until the position is filled. Thank you for your interest in joining our team! E-Verify STATEMENT: We are an E-Verify Company. All candidates selected to move forward and offered employment will be processed through E-Verify to ensure they are legally eligible to work in the United States. . EOE STATEMENT: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Valley Health Wellness and Fitness Center, 401 Campus Blvd, Winchester, Virginia, United States of America Req #5663 Wednesday, December 4, 2024 **Position Title:** Member Services Associate **Type:** Part-Time, Nights/Weekends **Summary:** We improve life and we're here to serve. What you do is something special and contributes towards improving health within your community. Power Wellness serves hospitals, healthcare systems, universities and community colleges with varying portfolios. We provide a comprehensive menu of services to plan, create, develop and manage an inviting, customized, and economically self-sustaining fitness and wellness center. The Member Services Associate is responsible for providing the highest level of customer service to members, guests and prospects of the facility, as well as, membership information, enrollment procedures, ongoing customer satisfaction and membership recruitment and retention. **Essential Duties and Responsibilities:** 1. Oversee interactions at the service desk including opening and closing procedures, answering phones, point-of-sale transactions, guest registration and fees, student and college guest passes, check in guests/members for all scheduled appointments, accepting member feedback, accepting and returning lost and found items, guest/member check in, and the provision of information pertaining to all scheduled activities and events including sign up and fees if applicable. 2. Promote and effectively sell memberships and all ancillary services included but not limited to personal training, massage therapy, medically-integrated programs, and nutrition services. 3. Schedule all appointments via core business software (Compete), including reminder phone calls, cancellations and notifying associates of appointments per policy. 4. Knowledge of all opening and closing procedures, including balancing of drawers from daily sales, proper knowledge of credit card and check policies and use of cash drawer. 5. Proficiently enroll members via contract, explaining membership, obtaining signature and payment and providing member handbook. 6. Effective radio communication with all departments as needed. 7. Work towards achieving established satisfaction metrics such as Secret Shops and Member Survey scores as it relates to member and guest satisfaction. 8. Maintain an average of 5 working shifts per month to ensure ability to perform job. 9. Must be able to stand for length of shift (generally 3-6 hours at a time). 10. Other duties as assigned. **Qualifications:** • High School diploma or GED preferred. • 1 year certificate from college or technical school preferred. • Minimum 6 months of related experience or training preferred. • 2-3 years of sales, reception and computer skills preferred. • CPR/AED certification required within 90 days of hire. • Must possess excellent inter-personal and communication skills, and the ability to work with members in a positive, service based manner. • Ability to multi-task and maintain a controlled and professional demeanor. • Proficient computer skills. We Improve Life By Delivering Excellence In Health, Fitness & Wellness Management. Integrity * Excellence * Humanity * Passion * Creativity * Humility **Other details** * Pay Type Hourly