Customer Support Specialist Jobs in Menlo Park, CA

Instrumental helps the world's most admired electronics brands build better hardware -- delivering 3mo payback periods and improving the most critical manufacturing metrics. We drive the digital transformation of quality, inspection, and testing with data analysis & AI products. Hardware engineering, manufacturing operations, and quality teams leverage Instrumental's manufacturing platform to accelerate development time, improve yields, and reduce field failures. We're looking for a Customer Success Executive (CSE) who thrives in the space between strategy and execution. This is not a behind-the-scenes role-you'll be in the thick of it, guiding enterprise customers through high-impact decisions, uncovering new opportunities, and expanding our footprint within organizations like Cisco or Bose. You'll need to be sharp, adaptable, and persistent, knowing when to push and when to listen. Success in this role comes from understanding the people behind the business-building trust, influencing decisions, and creating partnerships that drive real impact. And while you'll drive business growth, you won't be above jumping in wherever needed to make sure customers succeed. This is an opportunity to own key customer relationships, drive real business outcomes, and work with some of the most innovative teams in manufacturing. The right person will find satisfaction not just in the wins, but in the challenge of earning them-understanding the nuances of each customer, navigating complexity, and making an undeniable impact. At Instrumental, we know that the best customer partnerships are built on trust, insight, and the ability to lead with both confidence and empathy. If you're someone who thrives in environments where relationships, strategy, and execution intersect-and you want to be part of a team that values your ability to build, connect, and drive meaningful change-we'd love to hear from you. What You'll Do: Cultivate and expand relationships with enterprise manufacturing leaders, earning their trust and influencing key decisions. Identify opportunities for growth within existing accounts and thoughtfully lead customers toward solutions that make a meaningful impact. Serve as a strategic partner, balancing advocacy for the customer with a deep understanding of how to move the business forward. Work cross-functionally with Sales, Product, and Engineering to ensure seamless execution and continued success. Be hands-on when needed-whether troubleshooting a customer issue or making sure they feel supported in high-stakes moments. Who You Are: A natural relationship builder with the confidence to challenge assumptions and the tact to do so effectively. Someone who has direct experience with hardware development or manufacturing businesses and a deep understanding of how to transform movement in specific KPIs such as yield, throughput, and quality to business and operational value. Adept at navigating large, complex organizations, understanding both formal structures and the unspoken dynamics that drive decisions. Comfortable with strong personalities-whether it's a direct, no-nonsense VP or a skeptical engineering lead, you know how to engage, guide, and win trust. Unafraid to push for results while keeping relationships strong-your approach is persistent but never abrasive. Energized by solving problems and making things happen, whether through influence, creative thinking, or sheer determination. Highly attuned to the nuances of communication-you know when to be direct, when to be diplomatic, and how to make people feel heard while still moving things forward. This position requires access to items and data that are developed under U.S. government contracts and subject to dissemination controls that limit access to U.S. citizens only. We're a growing team that works collaboratively, supports each other, and is energized by having impact. We value passion and the ability to learn - you're encouraged to apply even if your experience doesn't match the job description precisely! The following is a representative annual base salary range for this position within the Bay Area: $117-155k. This position is additionally eligible for substantial variable incentives. In addition, job level and salary opportunities are evaluated through our interview process - we review the experience, knowledge, skills, and abilities of each applicant. Instrumental is proud to offer a highly-rated variety of benefits, including health, vision, dental, commuter plans, and parental leave.

We are an established, family owned wealth management firm located in the Bay Area with an extensive 30 year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families, business owners, and high net worth individuals. Currently serving 300 households, we help them to reach their financial and life goals, with an emphasis on providing excellent service and having deep client relationships. Clients choose us for our expertise and our commitment to remaining a local firm, and they stay with us because of the outstanding service and trusted, high-quality advice they receive. We are a small team with two primary advisors. We've had a history of tenure in our employees and want to be sure we find someone who wants to be with us and in this role for an extended period. We are looking for an experienced Client Service Associate. The role is diverse and will include client-specific, account-specific, and general business functions. In addition to having working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You are a critical thinker and anticipate subsequent events, with an unwavering ability to problem solve, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible. The right person for this role will be thoughtful, love to help others, and excited to own and enhance the client experience. Responsibilities Schedule appointments, maintain calendar, and coordinate scheduling internally and externally, as needed Answer, screen, and route phone calls, assisting directly or taking messages as appropriate Meet and greet visitors to the office, with a high degree of customer service Research information needed for client meetings; prepare documents, notes, reports, and presentation materials as requested Prepare investment and account paperwork and manage the transfer of assets Process various client service items, including withdrawals, beneficiary changes, etc. Follow up with clients verbally and in writing to obtain required information Compile physical and digital documentation for clients and prospects; download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping Manage RMD process Handle all inbound and outbound mail for the office, quickly processing time sensitive documents Maintain client records in database, including documentation of phone calls and conversations Assist with marketing initiatives; birthday cards for clients, quarterly performance reporting, annual client gifts, planning workshops and events, and support social media efforts, with an opportunity to take initiative and find new and unique ways for client appreciation General office and building management; order supplies, prepare conference room, coordinate with vendors, etc. Maintain compliance records such as advisor continuing education, gift logs, correspondence logs, etc. Ad-hoc project assistance for advisors and others Increased responsibilities over time as your knowledge of the business expands Other duties as assigned Qualifications Minimum of 5 years of progressive client service and operations experience in wealth management, financial planning or banking Bachelor's degree highly preferred; may consider non-degreed candidates with more than 5+ years experience Excellent follow-through and communication regarding status of open items Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions Able to work independently with limited direct supervision CRM Software experience required; Redtail knowledge highly preferred Industry-specific software/platform experience preferred; our accounts are held at NFS/Fidelity (Wealthscape), and we use eMoney and OneView (Albridge) systems for reporting and analysis Advanced Technology Skills and use of MS Office (Outlook, Word, PowerPoint, Excel, Teams) Compensation & Benefits Base compensation of $80,000-$95,000, depending on experience Bonus potential based on firm and individual performance 401k with up to 3% match PTO and paid holidays Remote work flexibility on Fridays after training period

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports to: Business Service Officer Expected base pay rates for the role will be between $66,000 and $78,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Keywords: Series 7, Series 66, Wealth Management, Client Services, San Francisco

Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $500M in assets under management (AUM), we've grown purely through client referrals. Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training. As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis. Requirements - client service associate: 1+ years of experience within the private wealth space Strong communication and detail orientation skills, as well as excellent analytical and problem solving skills Ability to work in a small environment where everyone wears multiple hats

Client: Financial Services Organization Role: Client Services Associate Salary: $80,000 - $95,000/annually + Benefits Job Description: You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with clients to provide holistic and well-rounded care. This is an excellent opportunity to grow within the financial services industry while offering potential for upward mobility across various career paths. Successful candidates will have strong client service and interpersonal skills, thriving in a team environment with competing deadlines. Key Responsibilities: Act as a key point of contact for client issues and concerns Manage account maintenance for new and existing clients, including gathering client-specific information, preparing and obtaining necessary documentation, communicating with custodians, and ensuring compliance with regulatory requirements Execute money transfers, help facilitate trades, and handle ad hoc client requests Work collaboratively with investment, accounting, and operational departments to meet clients' needs Generate and substantiate reports for meetings Gather, input, and maintain key client data in the CRM (Salesforce) Organize, track, and lead team projects, ensuring successful completion Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics, or a related field 4+ years of experience in client service or administrative roles within the financial services industry for the senior title Excellent communication and interpersonal skills (client-facing role) Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred Series 65 certification is a plus Why Join Us? Competitive compensation structure 401(k) Plan with employer matching Employer health savings account Medical and vision insurance Continuing education support We invest heavily in our people, offering a supportive and dynamic environment where employees are excited to grow and thrive. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows $85,000-$95,000+ Bonus potential )

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Pleasanton, CA is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of clients and for up to 4 financial advisers and; 3) acting as a client coordinator for your personal client base and the financial advisers assigned to you. Minimum Requirements: Bachelor's degree preferred Previous client interaction in an office environment 5+ years of Financial Industry Experience Preferred CFP Preferred Life & Health paired with either a Series 65 or Series 7 & 66 combination This position requires that you possess the following skills: Analytical Self-Motivated Self-Directed Strong Interpersonal Communication Skills Highly Organizational Advanced Computer Skills Responsibilities Private Wealth Manager: Licenses - Maintain in good standing all required licenses to act as a PWM at E.A. Buck. Rules - Abide by all required rules/regs of the contracted carrier, RIA, and B/D and regulators. E&O - Maintain active E&O insurance. Fiduciary - Act as a fiduciary for all fee-based clients. Attendance - Attend and participate in all scheduled meetings as requested by management, maintain appointment availability as agreed upon for your office/region. Attend Workshops in your market. EPIC Planning - Learn and stay abreast of best practices pertaining to EPIC Planning. EPIC Products - Learn and stay abreast of all products and investments that are core to the EPIC process. Communication - Aim to return all client emails and calls and internal communication within 2 hours or by EOD. Tools - Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed to provide an Epic client planning experience. Tax - Learn to use the EAB tax projection effectively and efficiently for Discovery and review meetings. Client Meetings - Thoroughly prepare for all client meetings in advance and provide and EPIC planning experience. Documentation - Document all client communication in SF which includes detailed meeting notes, phone calls, and emails within the same day of the communication. Goals - Set annual, quarterly, and monthly sales goals and maintain focus on reaching your goals. Service - WOW the clients, they should feel fortunate to have you and EAB as their planner and planning firm. Education - Read/listen to at least 4 financial, educational, motivational books annually. Attend co-adviser client meetings regularly. New Business Processor: Check and collect incoming requests from the in-tray and the new business tray. Review Life, Annuity & Security new business applications and servicing requests which include supporting documentation for completeness. Enter and update new business information into the internal tracking system. Application preparation and new business processing for your assigned advisors. Scan & upload documents into client files in Citrix. Assist Advisors with application preparation and new business processing. Submit documents in their entirety to the Broker/Dealer for review and approval. Submit vendor documents to the vendor for review and approval. Ensure all Broker/Dealer and vendor outstanding requirements are satisfied. Confirm source of funds are received. Process urgent client servicing items, ex. Withdrawal requests, rebalancing/ reallocation instructions, account closure, etc. Salesforce tracking daily on pending new business. All new business applications accompanied by a check must be processed within 24 hours, check must be placed in the safe. Client Coordinator: Participate in daily check-in meetings, HIVE meetings, and WIG meetings. Aim to return all client calls and e-mails within 2 hours. Enter and update client and business information into our CRM. Prepare client review summaries (“recaps”) for upcoming meetings and transfer to Advisor two weeks before their scheduled appointment. Recaps to be prepped based on Advisor planning level (Basic vs Full) Check in with Advisors daily Call unbooked clients, with a minimum target of 80% of clients tied to a booked appointment. Call unbooked members, with a minimum target of 75% of members with their next appointment booked. Call unbooked DISCOs, with a minimum target of 70% of DISCOs with their next appointment booked. Assist Advisors with account servicing forms. Record notes from every Registered Representatives and client conversation in Salesforce. Act as back up to other administrative staff during lunch hour, vacation, sick days and transition periods. Salary: $70K-$80K Monthly commission (uncapped) Benefits: 401k with automatic 3% contribution from company Pre-paid insurance (health, vision, dental, pharmaceutical) Paid holidays PTO Hours: Monday-Friday, 8am-5pm (in-office) Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

This role is for someone that is a Marketing Analyst within the Semiconductor industry looking into getting into Investor Relations. The right person will be trained in all things IR related. The Investor Relations Coordinator will support the company's financial communication efforts, assisting in fostering strong relationships between the organization and the investor community. This role will contribute to the execution of the investor relations strategy, coordinate key events, and help ensure clear, transparent communication with investors and stakeholders. Essential Job Functions Duties/Responsibilities Serve as a key point of contact between the company, its parent company in Japan, and the public on financial matters, ensuring clear and accurate communication. Help maintain a positive public image for the organization, with a focus on investor engagement and corporate transparency. Assist in organizing financial analyst meetings, including preparing agendas, coordinating logistics, and providing support for any questions before, during, and after the meetings. Support the planning and coordination of the company's annual shareholder meeting, including logistics, agenda preparation, and arranging press coverage. Assist in producing quarterly and annual shareholder reports to provide stakeholders with relevant financial updates. Help create, manage, and update investor relations materials, such as earnings reports, presentations, and meeting documents. Maintain and track investor and meeting databases, providing relevant analytics and reports to the Investor Relations and executive teams. Monitor and report on investor feedback, stock movements, ownership analysis, and competitive intelligence. Contribute to the preparation of company messaging for investor events, including conferences, roadshows, and earnings calls. Stay informed about key business trends and metrics to support investor discussions and executive decision-making. Support competitive and strategic analysis of industry trends, company performance, and market dynamics, keeping management informed on investor perspectives. Coordinate with internal teams to gather relevant information and support the organization of analyst and investor events. Assist in ensuring compliance with disclosure and communication policies related to financial and metric requests. Support financial modeling and analysis related to the company, industry, and competitors, as needed. Help manage relationships with investor relations vendors to optimize resources and ensure smooth operations. Assist with the earnings process, including preparing materials, coordinating Q&A, and supporting logistics for earnings calls. Help manage the IR section of the company website, ensuring it is up-to-date and accurately reflects investor relations content. Provide support for the planning and execution of Non-Deal Roadshows and investor conferences. Assist with the management of the Investor Relations team budget and vendor relationships. Performs other related duties as assigned. Job Requirements: Required Skills/Abilities Strong financial analysis, communication, and presentation skills. Knowledge of financial modeling techniques for projecting company performance. Understanding of financial markets and the ability to build relationships quickly. Ability to manage coordination across different teams. Strong interpersonal skills, with the ability to collaborate and influence others. Proven skills in project management and problem-solving. Occasional travel, including overseas, to attend investor conferences, company events, and non-deal roadshows Qualifications Education & Work Experience Bachelor's degree in Engineering, Finance, Accounting, Business, or related field required. 5+ years of semiconductor investor relations experience Tools & Equipment Exceptional proficiency with MS Excel & PowerPoint Communication tools, such as Microsoft Teams or equivalent. Financial data analysis and investor relations software and platforms Standard office equipment, including computers, printers, and projectors.

We are seeking a qualified Sales/Service Representative to join our team. The ideal candidate will meet or exceed customer needs while fulfilling the sales goals of our organization within a multi-state regional area. Responsible for sales/service activities and service calls for end users within region and OEM Support (public transportation OEM parts and accessibility add-ons*) and Account management. Responsibilities Applicant will be responsible for maintaining and servicing several OEM in the region including training and account management. Responsible to promote, sell, and secure new business while maintaining and managing existing accounts. Develop new business opportunities with customers served while ensuring our products specifications are written in current and future orders for bid. Provide accurate sales forecast and market data to Regional and National Manager. Position may require up to 80% travel to customer, sister companies, etc. Demonstrated competency in managing contracts and OEM customers. Must be self-motivated and able to manage a home office as well as be an effective time and territory manager - remote role* Strong mechanical aptitude and ability to communicate unique selling points to a broad audience including Engineering, Operations, Maintenance and Safety professional because of the custom engineered product offerings. Qualifications 3 years of relevant sales experience in the public transportation Sector, or equivalent, including project and account management preferred MUST have a service/sales background with a industrial/manufacturing organization High school diploma/equivalent required, college degree preferred. Experience using a CRM preferred. Strong Microsoft Office applications skills.

Title: Customer Service Representative - Sales Office SFO Are you looking for a career opportunity in the aviation industry? Here's your opportunity to have a great career with a world-class airline company Why Join Us? Asia's First and Longest-Serving Airline Get a chance to enjoy travel perks for you and your family A collaborative work culture and environment Who Are We Looking For? Minimum of 2 years experience in sales Knowledgeable in reservations, ticketing and airport operations What's The Role All About? Performs a variety of administrative, secretarial, marketing and clerical duties to Area Manager. Provides support and assistance to colleagues/ other units to ensure effective and efficient performance of the District. Gathers and creates studies for district's airline sales and marketing purposes Handles reservation through phone calls and or walk-in passengers, travel agents and employees. Perform basic ticketing functions to promptly assist customers and partner agents' queries. Prepares draft of District's Weekly Sales Report.

The Customer Service Specialist role is dedicated to providing the highest quality of customer support by offering full time phone coverage, managing numerous daily activities, and participating in internal and external departmental projects. The role of Customer Service is critical to the daily operation of the organization. It is imperative that Customer Service employees are dependable, discreet, discerning and flexible. Key Responsibilities: Provide a high level of customer service • Act in accordance with company policy • Provide full time phone coverage (shift to be determined by management) • Suggest new programs and or projects to promote customer service • Determine appropriate action to take to resolve customer issues • Determine when it is appropriate to escalate customer issues to management • Work with Finance, Product Distribution and Customers to resolve disputes • Act as customer advocate in investigating and responding to complaints while suggesting necessary process improvements to avoid recurrence • Stay informed of current industry practices / trends • Participate in the development and maintenance of department defined quality standards and measures • Maintain effective and timely communication with team members as well as the supervisor regarding departmental issues • Support corporate values • Remain flexible to ever changing customer needs and requirements Order Management • Process customer orders accurately • Review inventory to determine appropriate customer order commitment. • Maintain follow up on customer order issues. • Interact with key customer purchasing personnel to advise of order status • Ensure adherence to appropriate laws, regulations and programs Administer customer return process • Act as a liaison between customer, third party provider and GNE to facilitate customer returns. • Ensure accurate posting of credits and debits in accordance to policy • Ensure timely turnaround of customer authorizations Support GNE Sales initiatives • Participating in the product launch process to ensure a positive outcome • Administer special programs Work as part of an effective team • Support team decisions • Respect diversity • Being flexible with assigned schedule • Have the ability to adapt to a constant changing environment • Ability to work through conflicting, delayed or ambiguous information • Actively Participate in various team initiatives; Lean Daily Management, etc. The successful candidate will demonstrate key competencies listed below critical to this role: • Decision Making - Thinks through problems clearly and logically; is decisive • Technical and Business Expertise - Applies emerging knowledge and trend; builds strong relationships; contributes expertise within and beyond assigned area • Communication - Listens well, expresses ideas fluently and logically, is open to input and feedback • Teamwork and Collaboration - Creates an atmosphere of openness and trust; collaborates, offers support and encouragement • Achieving Results - Is goal-directed and persistent; is accountable for meeting commitments, recognizes the contributions of peers

About BeHeard: BeHeard is a seed-stage company located in the Bay Area, founded by Mayank Mehta and Aneesh Karve. BeHeard is a 'superconductor' between businesses and their customers for feedback. We use considerate AI agents to gather deep insights throughout the customer journey, direct executives to improve their offerings, and boost revenues, reimagining what an AI-native feedback would be for businesses. We are just starting to work with some local and global companies in New York and would love to work with interns who want to learn how companies get going from scratch. You will play a critical role in gathering and analyzing valuable consumer feedback that directly impacts our business success. Position Overview: BeHeard is seeking an analytical and creative Retail Strategy & Consumer Feedback Intern to help optimize our approach to gathering in-store consumer insights. This internship is an exciting opportunity for someone interested in strategy, consumer behavior, and how to strategically insert consumer feedback mechanisms into the physical store environments, such as retail, services, restaurants, and more. In this role, you will study how consumers move through stores and identify the best points of engagement for capturing feedback. You will focus on uncovering where BeHeard can be most effectively integrated into the customer journey to capture high-quality insights, especially for global brands and chains. Key Responsibilities: 1) Retail Store Observations: Visit and study retail, restaurant, and service businesses Observe customer behavior, from entry to exit, to understand how they engage with different areas of the store (product displays, customer service desks, checkout areas, etc.). Identify key touchpoints in the store flow where consumers are most receptive to providing feedback, such as post-purchase, while browsing, or after receiving assistance. Focus on optimizing interaction points that maximize valuable customer feedback for the brand. 2) Strategic Analysis of Consumer Flow: Map the typical consumer journey in the store, identifying where and when customers are most likely to engage with feedback tools. Analyze the efficiency and effectiveness of current feedback-gathering techniques (e.g., surveys, kiosks, or mobile interactions). Evaluate potential barriers to customer participation in feedback programs and suggest ways to overcome them. 3) Develop Feedback Insertion Strategy: Propose strategies for BeHeard to insert itself into the retail experience in a non-intrusive yet effective way. Brainstorm innovative feedback mechanisms that integrate seamlessly into the store's existing layout and consumer journey. Recommend technology, tools, or physical placements (e.g., at checkout counters, near product displays, or at exits) that encourage customers to share feedback. Provide actionable recommendations for each retail partner based on your observations. 4) Create Strategic Presentations: Develop clear and compelling presentations that outline your findings and recommendations. Include visual maps of the customer flow, identifying where BeHeard could most effectively gather feedback. Present your ideas for maximizing feedback collection without disrupting the shopping experience. Ensure the presentations are tailored to each brand's unique retail environment and customer base. What You'll Gain: Hands-on experience in retail strategy and consumer insights. A deeper understanding of how consumer behavior impacts retail performance. Practical experience in creating strategic recommendations for high-profile brands. The opportunity to innovate and contribute to real-world retail feedback solutions. Enhanced skills in research, analysis, and presentation. Requirements: Currently pursuing a degree in Business, Marketing, Consumer Behavior, Retail Management, or a related field. Strong interest in retail strategy, customer experience, and consumer insights. Excellent observational and analytical skills. Ability to think creatively and propose innovative solutions. Strong organizational skills and attention to detail. Ability to work independently and travel to retail locations. A passion for start-ups and all things tech and people. Preferred Qualifications: Previous experience or coursework in retail strategy, consumer behavior, or market research. Familiarity with retail environments, particularly in retail, hospitality, and service sectors.

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes top RIA firm. Job Description Cresset is seeking an Associate, Private Wealth Client Services with experience serving high-net-worth families. As a key member of our wealth advisory team, we are looking for an Associate who will deliver a superior, white-glove experience for all client investment account maintenance needs. The ideal candidate is a self-motivated “utility player” who thrives in a dynamic environment, juggling multiple projects with exceptional organization and attention to detail. Primary Responsibilities: Communicate directly with high-net-worth clients, offering operational support for their investment accounts Facilitate new client onboarding by compiling documentation, setting up new accounts, transferring assets, and ensuring regulatory compliance Process account maintenance requests such as signer updates, trust conversions, power of attorney additions, beneficiary updates, and account closures Manage cash and asset transfers and related transaction documents Provide Salesforce support by recording client information, logging meetings, running reports, and ensuring data accuracy Organize and maintain client documents and reports in Box folders, gathering necessary documents such as tax and legal agreements Liaise between clients and internal/external professionals (CPAs, attorneys) to ensure a consistent and positive client experience Beyond the core responsibilities, the Associate will support key initiatives, ad hoc projects, and other efforts at both the Advisor team and firm levels. Qualifications and Characteristics: Bachelor's degree in Business, Finance, Accounting or a related field or equivalent industry experience 3-5+ years of financial services experience with ultra-high-net-worth clients Exceptional attention to detail, organization, and follow-through, ensuring high accuracy and consistency Ability to prioritize multiple tasks in a deadline-driven environment with a strong sense of urgency, responsiveness, and flexibility to adapt to changing priorities Strong desire to learn, take initiative, and solve problems creatively and tenaciously Self-starter with autonomous decision-making ability and capability to work independently with minimal supervision Excellent written and verbal communication skills Passion for delivering exceptional client service with strong interpersonal skills to anticipate needs and effectively manage high client expectations, as well as the expectations of multiple internal/external constituents Ability to handle confidential information discreetly and demonstrate the highest level of client service, ethics, and integrity Team player willing to contribute in a variety of ways to the advisor team and broader Cresset team Proficient in a Windows-based environment (including Microsoft Office Suite) and quick to learn new technology systems; knowledge of Pershing, Addepar, and Salesforce is a plus What We Offer: At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $80,000 - $110,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor's degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational skills, attention to detail, and ability to manage priorities independently. Excellent communication skills, both verbal and written, with a professional demeanor. Salary: $80,000 - $90,000 Please submit your resume for additional details and a full job description.

At Canadian Solar, our vision is to make lives better by bringing electricity powered by the sun to millions of people worldwide. As a leading manufacturer of solar panels, inverters, and energy storage solutions, we've been an industry front-runner since our founding in 2001. Our commitment to sustainability is reflected in all parts of our organization as we navigate the complexities of a booming industry. Throughout Canadian Solar's subsidiaries, e-Storage, Recurrent Energy, MSS and CSI Solar Co., we invest in our employees' growth. Our training programs and promotional opportunities ensure we all can continue to learn. We understand the importance of work-life balance and provide various flexible work options to support our employees' well-being. Join our team to "Make the Difference" by creating a lasting positive impact on the world and the communities where we operate. Position Summary: Canadian Solar is seeking a team member for its Technical Services Team. The RMA Representative will provide initial customer contact on technical and warranty related issues, and be responsible for working on a variety of assignments where judgment and initiative are required in resolving problems and making recommendations. Primary Responsibilities: Run the RMA process for the Americas, while maintaining the balance between the Company's bottom line, contractual obligations to our customers and providing exceptional customer service Provide consistent and proactive service solution to external and internal customer inquiries regarding technical support of CSI product and following through on all commitments Evaluate returned material requests from CSI customers and provide input to help determine if returned material qualifies for customer refund or replacement, including the management of all warranty replacements Develop responses to special correspondences and handle special assignments and problems such as responses to complex RMAs or product application problems with support from internal resources as needed Generate internal and external technical service requests and coordinate with Technical Services personnel as needed Follow guidelines, procedures, including approved Delegation of Authority Actively pursue continuous improvements to meet or exceed customer needs, such as decrease turnaround times, streamline work processes, and work collaboratively to provide quality seamless customer service Provide input during the development of systems, methods and procedures to facilitate efficient and effective Technical Support/RMA department operations, while ensuring processes are properly documented Report/Escalate customer issues through the appropriate channels, including supervisor and appropriate departments, when returned product contains quality problems or other manufacturing defectives Support ad hoc projects focusing on key initiatives, such as but not limited to CSI's Retrofit Program Create and follow up to closure, all RMA cases within Salesforce by accurately and efficiently entering data received from the customer or other information sources within acceptable time frames. Maintain detailed documentation for all customer cases Appraise management regarding customer satisfaction, product performance, and suggestions for product improvements Create and run reports as needed Required Qualifications: 3+ years of customer service and RMA experience in a Technical Support environment, preferred within the solar manufacturing industry Knowledge of relevant computer applications, including: Salesforce, SharePoint, MS Suite, & SAP Knowledge of Microsoft Dynamics 365 is a plus Oral, written and interpersonal skills to effectively support internal and external customers Negotiation and dispute resolution skills Organized and experienced in managing multiple tasks in parallel Quantitative and analytical skills Professional demeanor; Ability to deal with customers appropriately Ability to work cross-functionally, collaboratively and cross-culturally Ability to travel up to 20% of the time Compensation and Benefits: Canadian Solar offers a competitive salary plus fully comprehensive benefits and performance bonus package based on an annual objective achievement. Our generous benefits package includes a 401(k) Retirement Plan, medical/dental/life/disability program, PTO and sick days. This is a full-time position. The pay range for this position is $70,000 - $75,000 This range represents annual base salary only, without regard to location, and does not include bonuses or incentives or benefits that may apply. The pay range for this role is subject to change. Canadian Solar Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.

Job Title: Regulatory Support Specialist 12-month contract About the Role: We are seeking two Regulatory Support Specialists to join our team in Pleasanton, CA. This role involves ensuring compliance with regulatory standards and preparing essential reports for submission to regulatory agencies. The position is ideal for detail-oriented individuals who excel at compliance monitoring and reporting. Key Responsibilities: Compliance Monitoring: Track and evaluate organizational activities to ensure adherence to relevant regulatory requirements and standards. Regulatory Reporting: Prepare and submit accurate and timely reports to regulatory agencies, demonstrating compliance and addressing any required corrective actions. Documentation Management: Maintain thorough and organized records of compliance activities, submissions, and communications with regulatory bodies. Collaboration: Work closely with internal teams to gather necessary data and ensure all compliance processes align with current regulations. Regulatory Updates: Stay informed of changes to regulations and standards, advising the team on necessary updates or adjustments to policies. : Bachelor's degree in regulatory affairs, compliance, life sciences, or a related field (or equivalent experience). Previous experience in regulatory support, compliance, or a similar role is a plus. Strong organizational skills and attention to detail for preparing accurate reports. Excellent written and verbal communication skills. Ability to work collaboratively with cross-functional teams. Work Environment: This position requires onsite work at our Pleasanton location. Reliable transportation is necessary for commuting.

Seasonal Reader for the Stanford GSB MBA Admissions Office Stanford Graduate School of Business Residing in Silicon Valley, the heart of innovation, Stanford GSB has built a global reputation based on its immersive and innovative management programs. We provide students a transformative leadership experience, push the boundaries of knowledge with faculty research, and offer a portfolio of entrepreneurial and non-degree programs that deliver global impact like no other. We strive to change lives, change organizations, and change the world. The MBA Admissions team is seeking a few seasonal readers to round out the team for the 2025-2026 academic year. In a highly selective admissions process, seasonal readers help the MBA Admissions Office evaluate candidates' application materials (e.g. academic transcripts, career history, letters of recommendation, personal essays, etc.) and recommend decisions based on our Evaluation Criteria, which include how candidates think, how they lead, and how they see the world. In a typical year, seasonal readers work up to 18 weeks per season within the three application rounds (early September through early November, early January through late February, and early April through early May). In a reader's first year, there will be a month-long intensive training program starting the last week of July and ending the last week of August, followed by 30-40 hours of reading per week during each application round. The reading season will last through early May 2026. All evaluation work is performed remotely. While seasonal readers do not need to be located in the San Francisco Bay Area, they must be available for periodic meetings held during standard business hours (9AM to 5PM) for the Pacific Standard Time Zone and have the ability to travel to the Stanford campus for a few days in early September every year. Pay range starts at $40/hour, depending on experience. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. Your primary responsibilities include: Holistically evaluate MBA candidates' applications according to our Evaluation Criteria Write decision recommendations with clear rationales To be successful in this position, you will bring: Bachelor's degree and at least three years of relevant experience or a combination of education and experience Experience in a field with exposure to pre-MBA and post-MBA roles, or experience and skill in Admissions Excellent oral and written communication skills Strong analytical and critical thinking skills to review and assess qualitative information Superb attention to detail Strong sense of confidentiality and ability to maintain it Demonstrated ability to respect and encourage diverse perspectives Absolute dependability and strong time management skills Ability to commit to the role for a minimum of 3 years, given the steep learning curve. Please do not apply if you are only able to work 1-2 years or if you have another full-time job commitment Commitment to work up to 40 hours/week in the following periods: mid-September through early November, early January through late February, the month of April. Hours worked do not need to occur during standard business hours, but weekly goals and deadlines must be met Proactive spirit for problem solving and innovation User knowledge of Google Workspace, particularly Google Docs, Google Sheets, and Google Slides In addition, our preferred requirements include: Advanced degree; MBA preferred Previous experience in Admissions or leadership assessment experience Ability to work evenings or weekends occasionally Experience with Slate is a plus Timeline: Mandatory training will start on 28 July 2025 and last through 29 August 2025. The reading season will begin in early September, including two on-campus meeting days, and last through early May 2026. To Apply: Please email your resume and cover letter to Chelsea Sun (******************) by April 15, 2025. Interviews will take place during April and May, with offers extended by June.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports to: Business Service Officer Expected base pay rates for the role will be between $66,000 and $78,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Keywords: Series 7, Series 66, Wealth Management, Client Services, San Francisco

We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to achieve this mission! We need an experienced professional who is ready to help us continue to grow. Our Experienced Client Service Associate - Financial Services will be setting up new accounts, scheduling meetings, answering the phones along with many other things, while overall being a critical piece to the client experience. Being the primary operations person within our firm, tasks will include client-specific, account-specific, and general business functions. Outside of experience, you will have impeccable detail orientation abilities and an unwavering ability to figure things out, even with little to no direction. You're an administrative pro who wants to be more and do more. You're organized, tech savvy and able to work independently while thoroughly enjoying being part of a team. You're a go-getter when it comes to follow through and details rarely slip your grasp. You have an adept ability to prioritize and handle multiple tasks simultaneously and you take immense pride in your work. ESSENTIAL RESPONSIBILITIES: Process various client service items, including new accounts, withdrawals, beneficiary changes, etc. Prepare, organize, coordinate, and maintain all client paperwork Organize time: schedule appointments, maintain calendar, coordinate internally and externally, as needed Client meetings; prepare documents, notes, reports, and presentation materials as requested Follow up with clients verbally and in writing to obtain required information Maintain client records in database, including documentation of phone calls and conversations Generate various daily, weekly, monthly and annual reports Answer, screen, and route phone calls, assisting directly or taking messages as appropriate Communicate confidential client information professionally and discreetly Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client Perform general office management and upkeep (supplies, tidying, etc.) Communicate with the broker/dealer, advisory firm and product firm contacts Maintain records, logs, and blotters Perform various miscellaneous tasks as assigned QUALIFICATIONS: 2-5+ years of experience supporting a financial advisor or similar setting required CRM Software / Database experience required (Example: Redtail, Constant Contact, OneHub, Salesforce, Etc.) Industry-specific software experience highly preferred (Example: E-Money, RetireUp, NetX360, Envestnet, etc.) Advanced Technology Skills and use of MS Office (Outlook, Word, Power Point, Excel, Etc.) FINRA Securities licensing or willingness to obtain (Example: SIE, Series 7, 66, 65 and/or 63) Highly organized, with an absolute attention to detail Excellent follow-through and communication regarding status of open items Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner Editing and writing skills to initiate, compose, format, proofread and carefully edit various documents Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions Ability to work independently and in a team environment Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; Final job offer is dependent on successful completion and approval by the broker/dealer firm

About BeHeard: BeHeard is a seed-stage company located in the Bay Area, founded by Mayank Mehta and Aneesh Karve. BeHeard is a 'superconductor' between businesses and their customers for feedback. We use considerate AI agents to gather deep insights throughout the customer journey, direct executives to improve their offerings, and boost revenues, reimagining what an AI-native feedback would be for businesses. We are just starting to work with some local and global companies in New York and would love to work with interns who want to learn how companies get going from scratch. You will play a critical role in gathering and analyzing valuable consumer feedback that directly impacts our business success. Position Overview: BeHeard is seeking an analytical and creative Retail Strategy & Consumer Feedback Intern to help optimize our approach to gathering in-store consumer insights. This internship is an exciting opportunity for someone interested in strategy, consumer behavior, and how to strategically insert consumer feedback mechanisms into the physical store environments, such as retail, services, restaurants, and more. In this role, you will study how consumers move through stores and identify the best points of engagement for capturing feedback. You will focus on uncovering where BeHeard can be most effectively integrated into the customer journey to capture high-quality insights, especially for global brands and chains. Key Responsibilities: 1) Retail Store Observations: Visit and study retail, restaurant, and service businesses Observe customer behavior, from entry to exit, to understand how they engage with different areas of the store (product displays, customer service desks, checkout areas, etc.). Identify key touchpoints in the store flow where consumers are most receptive to providing feedback, such as post-purchase, while browsing, or after receiving assistance. Focus on optimizing interaction points that maximize valuable customer feedback for the brand. 2) Strategic Analysis of Consumer Flow: Map the typical consumer journey in the store, identifying where and when customers are most likely to engage with feedback tools. Analyze the efficiency and effectiveness of current feedback-gathering techniques (e.g., surveys, kiosks, or mobile interactions). Evaluate potential barriers to customer participation in feedback programs and suggest ways to overcome them. 3) Develop Feedback Insertion Strategy: Propose strategies for BeHeard to insert itself into the retail experience in a non-intrusive yet effective way. Brainstorm innovative feedback mechanisms that integrate seamlessly into the store's existing layout and consumer journey. Recommend technology, tools, or physical placements (e.g., at checkout counters, near product displays, or at exits) that encourage customers to share feedback. Provide actionable recommendations for each retail partner based on your observations. 4) Create Strategic Presentations: Develop clear and compelling presentations that outline your findings and recommendations. Include visual maps of the customer flow, identifying where BeHeard could most effectively gather feedback. Present your ideas for maximizing feedback collection without disrupting the shopping experience. Ensure the presentations are tailored to each brand's unique retail environment and customer base. What You'll Gain: Hands-on experience in retail strategy and consumer insights. A deeper understanding of how consumer behavior impacts retail performance. Practical experience in creating strategic recommendations for high-profile brands. The opportunity to innovate and contribute to real-world retail feedback solutions. Enhanced skills in research, analysis, and presentation. Requirements: Currently pursuing a degree in Business, Marketing, Consumer Behavior, Retail Management, or a related field. Strong interest in retail strategy, customer experience, and consumer insights. Excellent observational and analytical skills. Ability to think creatively and propose innovative solutions. Strong organizational skills and attention to detail. Ability to work independently and travel to retail locations. A passion for start-ups and all things tech and people. Preferred Qualifications: Previous experience or coursework in retail strategy, consumer behavior, or market research. Familiarity with retail environments, particularly in retail, hospitality, and service sectors.