Member Service Representative Jobs in Capitola, CA

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!

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

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

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.

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

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.

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.

No one likes being bored at work, which is why a Domino's job is all about having fun! We live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. Come join the #1 Pizza Company in the world! Job Description As a Customer Service Representative (CSR), you are the first and sometimes the only impression of us. Your contact with every Customer plays an essential key role that helps us create smiles by making lives easier. You are the face of Domino's. What are some things a CSR does?! Provide a fun, happy, and exciting environment for our customers while taking orders. Uphold and represent a rock-solid brand image. Get into the action and make the perfect product all the time. Multitask in a competitive, fun, and fast-paced work environment. ADVANCEMENT Many of our team members began their careers as CSRs and delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity. Our company prides itself in promoting to management and above store roles from within. What does that mean for you? You can start as a CSR and move up the ranks to management. Who knows? Maybe you are the next Domino's franchisee! Qualifications Must be 16 years or older. To enter into management you must be 18 years or older. Additional Information California Pay Disclosure: The rate of pay is the applicable minimum wage rate with potential $0.25 to $1.50 per hour depending upon experience and longevity with the employer. All your information will be kept confidential according to EEO guidelines.

SHELL - PINNACLE 365 BASIC PURPOSE: Under the general direction of the Station Manager and Area Manager, the Customer Service Representative assists in carrying out the company's day to day operations and is accountable for helping the company deliver on our commitment to provide superior customer service. The Customer Service Representative is responsible for maintaining a clean and visually appealing food mart that is well stocked with a variety of quality food and beverage options. ESSENTIAL FUNCTIONS: Customer Service Duties · Welcome and make eye contact with all customers when they enter the store (Ex. “Welcome to Chevron”) · Represents the Company in a professional manner at all times. Consistently maintains a professional, courteous attitude when dealing with customers. · Performs the Four Steps of Customer Service with all customers to ensure an excellent Mystery Shop review and total customer satisfaction. · Offer current promotional items to all customers. · Offer credit card application and information to all customers. Visual Communications · Stock and maintain all displays and coolers to ensure they are visually appealing to customers. · Make sure all promotional signage is in good condition and displayed in key areas to maximize effectiveness. · Ensure that all prices are displayed correctly for each product. · Make sure all damaged and expired items have been removed from the shelf and set aside for the Station Manager. · Keep the food and beverage area clean, neat, and well stocked with all necessary items. Food and Beverage Handling · Make sure all hot food and beverage items are fresh and properly prepared at the correct temperature. · Sanitize all coffee and fountain machines, roller grills, and all other machines and equipment that come into contact with hot foods and beverages. Cash Handling · Accurately conduct all cash, debit, credit transactions on cash register (POS). · Preform simple math calculations. · Make sure all money is dropped in the safe according to company policy and procedures. Maintenance/Cleanliness Duties · Maintain the outdoor equipment (pumps, water bucket and squeegees, paper towel dispenser). · Removes and disposes of trash and debris outside/inside. · Sweep and Mop floors. · Clean station restrooms. Miscellaneous · Follows Shift Duties schedule for correlating shift. · Check for valid identification for all credit card transactions and age restricted items (Lotto/Tobacco/Alcohol). · Understands how the car wash operates and how to reset it if needed. (Only applicable for locations with car wash.) · Performs all other duties assigned. JOB QUALIFICATION REQUIREMENTS: The incumbent must be able to work any shift, Sunday - Saturday to support the company's business needs. He/she must be able to effectively communicate. The incumbent should demonstrate effective verbal communication skills and have excellent follow through. Knowledge/Experience: High school diploma or equivalent preferred. Basic aptitude and understanding of POS preferred. Some customer service experience is preferred. Excellent communication and interpersonal skills are required. Adaptability, multi-tasking and sound decision making abilities are required and essential to the success of this role. Computer proficiency is also required. Software, Tools and Equipment: You may be required to use and familiarize yourself with the following software, tools and equipment that are essential to the job: Computer w/ internet and e-mail capabilities, Microsoft Excel, step ladder, car wash, coffee brewer, fountain machine, cappuccino machine, convection oven, roller grill, and all chemicals associated with general maintenance and cleaning. Other Requirements: As a team member you will represent Hassan & Sons. While you are on the job, Hassan & Sons expects you to wear clothing and accessories that are appropriate in a professional business environment. If a uniform is required, you are expected to wear it. Refer to Hassan & Sons, Inc. Appearance & Image Guide for additional information. PHYSICAL AND VISUAL ACTIVITIES: Ability to perform numerous physical activities that require considerable use of your hands, arms and legs and moving your whole body, including prolonged or repeated standing, walking, climbing, stooping, kneeling, crouching, and lifting of materials. Frequent lifting, grasping, and carrying materials and equipment up to 50 lbs. Proficient hand/eye dexterity is essential to operate cash register (POS) and to stock displays and coolers. Must be able to communicate well enough to receive instructions and provide information to others. Must be able to work inside and outside in all types of weather. The above describe the physical and visual activities that are commonly associated with the performance of the essential functions of this job. “Commonly associated” is not intended to mean always or only. Reasonable accommodation will be provided as required by law to enable otherwise qualified employees with a known disability to perform the essential functions of the job. WORKING ENVIRONMENT: Gas station with food mart.

Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas. Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary. Primary Responsibilities: Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes. Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities Other duties as assigned Prerequisites: Excellent written and oral communication skills Strong organizational, problem-solving, and analytical skills Detail oriented Basic knowledge of MS Office Suite This position requires at least one year of similar customer service experience High School diploma or equivalent Hourly Wage will range from $20.75/hour to $32.00/hour. Wages posted are for grades 6 through 8 and will depend on experience. 1st United Credit Union is an Equal Opportunity Employer

Job Details Fremont, CA $19.50 - $20.50 HourlyDescription 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. Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. New member sign-up. Take prospective members on tours. Facilitate needed updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Predictable and reliable attendance Qualifications Qualifications/Requirements Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occasionally lift up to 75 lbs. Will occasionally encounter toxic chemicals during shift.

: Axis Community Health, a nonprofit established in 1972, provides comprehensive healthcare services to over 15,000 individuals across all age groups in the Tri-Valley area. The mission of Axis Community Health is to provide quality, affordable, accessible and compassionate health care services that promote the well-being of all members of the community. Our mission is rooted in delivering high-quality patient care, encompassing primary healthcare, mental health support, and dental services. We are committed to ensuring access to essential healthcare services for every member of our community, irrespective of financial status, living situation, or insurance coverage. Job Summary: The main responsibilities of a Call Center Operator include transferring and redirecting phone calls, checking patient insurance eligibility, and collaborating with medical staff to ensure efficient patient services. It is crucial to have complete knowledge of clinic operations and procedures and to provide outstanding customer service to maintain a positive image for Axis Community Health. Qualifications: * High School Diploma or equivalent. * Minimum one (1) year experience with medical office duties. * Appointment scheduling skills a plus. * Excellent telephone etiquette. * Proven ability to build relationships with patients and staff; must be service oriented. * An optimistic personality that sees opportunities, not just problems. * Proficient in medical terminology. * Knowledge in OCHIN Epic a plus. * Experience with alpha/numerical filing. * Bilingual fluency in Spanish, Farsi, Hindi, or Mandarin Chinese highly preferred. * Excellent time management skills to meet goals and objectives. * Process and deadline driven. * Ability to multi-task effectively. * Able to conduct yourself and answer patient inquiries in a courteous and professional manner. * Strong analytical, employee relations, and interpersonal skills. * Excellent writing, business communication, editing, and proofreading skills. * Ability to interact effectively and in a supportive manner with persons of all backgrounds. * Proactive, self-motivated and able to work independently in a fast-paced environment as well as on a team with the ability to exercise sound independent judgment. * Ability to maintain a high level of confidentiality and a professional demeanor and must positively represent the organization at all times. * Ability to establish and maintain positive and professional working relationships. * Ability to organize and set priorities and be able to adjust priorities quickly as circumstances dictate. * Must be able to be at work regularly and on time. * Must be a dynamic self-starter with demonstrated ability to work independently or in a group setting. * A can-do attitude with attention to detail. * Ability to type a minimum of 35 WPM with minimal errors. * Must have good computer skills using Microsoft Office and the ability to use Axis departmental systems. * Must be able to use office equipment (i.e. copier, fax, etc.). Essential Duties/Responsibilities * Transfer and redirect phone calls to appropriate staff and departments. * Check patient insurance eligibility. * Have complete knowledge and understanding of clinic operations and procedures. * Collaborate with medical records, nurse and clinical staff to efficiently handle patient services. * Provide outstanding customer service to clients and to ensure a positive image for Axis Community Health. * Participate in staff meetings, and attend other meetings and training events as assigned. * May be required to perform other related duties, responsibilities, and special projects as assigned. Benefits: * Employer paid health, dental, and vision benefits to the employee. * Option to participate in a 403(B) retirement plan with employer matching contribution. * Partial educational reimbursement. * 12 paid holidays. * Accrued paid time off with each pay period. * Employee discount programs. Connect with Axis: Company Page: ************************** Facebook: ******************************************** LinkedIn: ****************************************************** Annual Gratitude Report: ************************************************************** Physical, Cognitive, and Environmental Working Conditions: Work is normally performed in a typical clinic office work environment (and, in some cases, telecommuting sites). The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this position if the accommodation request does not cause an undue hardship. Physical: Occasionally required to carry/lift/push/pull/move up to 20lbs. Frequently required to perform moderately difficult manipulative tasks such as typing, writing, reaching over the shoulder, reaching over the head, reaching outward, sitting, walking on various surfaces, standing, and bending. Occasional travel to other Axis health centers and other occasional travel will be required. Equipment: Frequently required to use repetitive motion of hands and feet to operate a computer keyboard, telephone, copier, and other office equipment for extended periods. Sensory: Frequently required to read documents, written reports, and signage. Must be able to distinguish normal sounds with some background noise, as in answering the phone, interacting with staff etc. Must be able to speak clearly, understand normal communication, and be understood. Cognitive: Must be able to analyze the information being received, count accurately, concentrate and focus on the given task, summarize the information being received, accurately interpret written data, synthesize information from multiple sources, write summaries as needed, interpret written or verbal instructions, and recognize social or professional behavioral cues. Environmental Conditions: Frequent exposure to varied office (medical clinic/office) environments. Rare exposure to dust and loud noises. Disclaimer: This job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, Axis Community Health reserves the right to modify or change the requirements of the job based on business necessity. Key Search Words: Call Center Operator, Call Center, Customer Service, Customer Service Operator, Healthcare Operator, Healthcare Professional, Healthcare Worker, Call Center Support, Patient Interaction, Communication Skills, Multitasking, Problem Solving, Organizational Skills, Assistant Tasks, Clinical Tasks, Patient Relations, Administrative Procedures, Microsoft Office, EHR, EPIC, #LI-Onsite

Full-time Description NOTE: This is an in-person role and the selected candidate must be available to work Saturdays during business hours. Excite is a relatable, jean-wearing, highly-caffeinated, value-based community credit union. We believe in giving everyone a chance to build a financially stronger future so that together we can build a stronger community. We are looking to hire a Financial Service Representative (Teller) for our Curtner Branch. This position will provide a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. This person will also actively promote and advise on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform their job duties accurately, efficiently and with the highest degree of integrity. People matter at Excite Credit Union - we always take ownership, set the bar high, and pull together as a team to ensure we do right and good for each other and our members. We are passionate advocates making an impact in our community. What we offer Competitive pay ($21-$24/hour depending on experience) Comprehensive benefits plan Retirement plan with matching contribution Wellness, and Well-being programs Financial education and planning Opportunity for professional development and continuing education allowance Team member loan discounts And so much more Essential Functions Include but are not limited to: Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift Answers basic questions from members and effectively communicates the credit union's products, services and membership requirements Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, in an accurate and efficient manner Redeems US Savings Bonds Performs financial center opening and closing duties as assigned Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals Makes effective referrals to other specialists when appropriate Uses effective communication skills to learn about each member and builds relationships Actively seeks to uncover “unexpressed” member needs during each interaction Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union Requirements High school diploma or equivalent Minimum 1-year customer-facing experience in a retail environment Experience working in positions with sales/referral goals (team & individual) Previous cash handling experience Demonstrated ability to be fiscally responsible Desirable Experience and Education Experience with DNA and Meridian Link a plus Previous financial industry experience Bi-lingual skills (English/Spanish) Salary Description $21-$24/hour DOE

SUMMARYThe Financial Services Representative will assist members with establishing new memberships, subsidiary accounts, and Individual Retirement Accounts (IRA). The incumbent will perform account set up on all types of Credit Union depository and retirement products. He/She will also perform account maintenance activities and process basic financial and lending transactions. QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Education and/or Experience: High School Diploma and a range of 2 to 3 years in related experience and/or equivalent combination of education and experience.· Certificates, Licenses, Registrations: None required, Notary Certification preferred. ESSENTIAL FUNCTIONS· Opening new membership and subsidiary accounts, including all types of depository and account ownerships (e.g., trusts, retirement, fiduciary and organizational accounts).· Assess member loan needs from start to finish, starting with loan type, ancillary product review, and submission of application. Follow up as needed with consumer and auto loans, which may include closing. · Cross-selling products and services within established guidelines.· Performing account maintenance activities, including closing accounts, establishing power of attorneys, account transfers, processing ownership changes, and certificate renewals.· Performing basic teller functions, including processing share, and share draft deposits, withdrawals, loan payments, and draft stop payments.· Answering questions and resolving problems on products and services.· Participating in product and services promotions.· Meeting all requirements to become a Notary Public · Ensuring operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, including, but not limited to, understanding of the compliance with the Credit Union's BSA-AML program· Attending Sponsor Employee Groups (SEGs) visits with Business Development and/or hosting a Credit Union table at a SEG location.· Compliance with the Bank Secrecy Act, OFAC and USA PATRIOT Act including but not limited to completing Member Identification Program requirements for new customers, accurate completion of new account activity profile and reporting suspicious activities to your supervisor and BSA Officer.· Acting as back up for other Branch positions as needed.· Filling in at other Branch locations as needed. KNOWLEDGE, SKILLS, AND ABILITIES· Strong verbal, written, and phone communication skills with demonstrated ability to communicate professionally at all levels· Effective interpersonal skills and ability to work with all levels of staff and members in a professional, approachable, and positive manner· Forward-thinking, with professional standards and business profile· Ability to handle simultaneously, multiple tasks and changing priorities in an efficient and effective manner· Ability to maintain strict confidentiality· Ability to conduct thorough research, and provide workable recommendations and solutions to problems· Broad knowledge of, and practical experience with operations functions, products and services, and the laws and regulations which affect the Credit Union· Detail-oriented, self-starter who is able to work independently· Computer literate and proficient in software applications, Adobe Acrobat, online research tools and MS Office: Word, Excel, PowerPoint, and Outlook· Ability to demonstrate commitment to self-improvement by taking the initiative of learning new skills, systems, and procedures, as well as taking advantage of the continuous education opportunities within and outside of the Credit Union· Hungry: Always looking for more. More things to do. More to learn. More responsibility to take on. Self-motivated and diligent. Constantly thinking about the next step and the next opportunity.· Humble: Lack excessive ego or concerns about status. Quick to point out the contributions of others and slow to seek attention for self. Shares credit emphasizes team over self and defines success collectively rather than individually.· Work Intelligently: Have common sense about people. Tend to know what is happening in a group situation and how to deal with others in the most effective way. Demonstrates good judgment and intuition around the subtleties of group dynamics and the impact of their words and actions. PHYSICAL REQUIREMENTSThe physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the position's essential functions. · Full-time hours required, with additional work hours as necessary to accomplish objectives, goals, and projects.· Occasionally lift and/or move up to 10 pounds. EEO STATEMENTMirastar encourages diverse applicants to apply for all positions. Mirastar does not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, familial status, marital status or domestic partner status, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition including genetic characteristics, veteran or military status, sexual orientation, gender identify, gender expression, any persons holding an undocumented “AB 60” driver's license, or any other characteristic protected by law. This provision also includes the perception that anyone has any of the above characteristics or is associated with a person who has or is perceived as having any one of these characteristics. Discrimination based on any of these protected classifications is unlawful and is a violation of company policy. The Company makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Mirastar Federal Credit Union reserves the right to revise or change job duties and responsibilities as the need arises. $27 - $33.51 an hour

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

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.

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.

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.