- Consult with clients on current workflows and configuration, upgrade implications, system changes and enhancements and ongoing system maintenance- Complete client-specific design, configuration and troubleshooting within appropriate tools - Complete full solution build with accountability for build quality score and follow up actions- Develop and execute test plan and test script execution and note changes in end user functionality - Review new defects, write steps to test, outline information for change requests and notify clients - Identify and escalate issues to solution and engagement leadership- Leverage internal and external resources to deliver problem identification and resolution

- Maintain knowledge and updates for products provided through the organization- Formulate and implement new workflow processes to staff surrounding new product including application, account servicing and client retention- Determine CRM requirements and working with Software Engineer to generate updates such as custom reports, workflow processes and sales cycles - Coordinate initial on-boarding of new agents and training on new product requirements - Collaborate with CEO and Regional Sales President to develop sales training materials including sales communication, client relationship tools and process efficiencies - Perform all basic duties of Wealth Management Coordinator

- Provide exceptional service by resolving client inquiries and concerns- Maintain compliance of processes and procedures to meet regulatory requirements- Serve as primary liaison with third party compliance consultants, attorneys and/or regulators- Processing client transfer transactions and executing account opening/closing procedures - Support C-Level Executive in scheduling upcoming client reviews to determine overall portfolio performance and servicing client accounts- Refine processing procedures and update Standard Operating Procedures (SOP) Manual - Prepare periodic transaction snapshots and account summaries for clients - Perform basic administrative duties including emailing, mailing, scanning and filing

- Research and gather appropriate data conducive to the cultivation of marketing strategies - Plan and execute promotional marketing strategies to increase awareness, facilitate web traffic, and encourage social media following - Maintain in-depth knowledge of various social media platforms (including Facebook, Twitter, Instagram, Snapchat) - Create and manage content to targeted audience for outreach and engagement through company websites and social media - Prepare weekly progress reports and updates for clients

Assist with agency-wide functions including client management, office support, creative development, research, and project managementAssisting in Social MediaScheduling meetings both internally and externally with clientsCreating invoices and estimatesAssisting with new ideas and strategies for business developmentFollowing up with clients and vendors through email, phone and in-person

- Research credit card chargeback disputes and gathering appropriate data - Build dispute cases to recover funds back on behalf of the merchant- Substantiate transaction validity and determine appropriate course of action- Prepare accurate and appropriate response for disputes

- Prepare documents and correspondence such as credit and billing inquiries and service complaints.- Maintain files and control records to show correspondence activities.- Present clear and concise explanations of governing rules and regulations.- Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.

- Utilize job advertisements and job sites to attract applicants- Arrange first and final interviews by coordinating schedules- Accomplish HR and organization mission by completing related results- Evaluates applicants by discussing job requirements - Update chargeback status in Excel spreadsheet and Oracle database- Organize chargeback paper work to client files- Ability to multi-task in fast-paced environment

- Retain product knowledge of recipe and presentation- Maintain highest standard of quality for all product preparation - Encouraged to produce presentation of latté art as a quality standard- Educate customers on products and services- Greet customers in a friendly manner to promote a positive atmosphere- Process customer monetary transactions- Communicate with coworkers to ensure quality and efficiency in completion of tasks - Process daily totals, calculate shift deposit, and prepare next day till - Ability to multi-task in fast-paced environment

- Provide support to the Institutional Advancement Office and assists Associate Director- Merge, proof, print, and collate 2nd and 3rd Prior Donor Mailings for Alumni and Parents - Assist with Stewardship mailings - Collate, sort, copy and deliver campaign report- Preparation of Collateral Sample Books for the Communications Department- General office duties to assist the Associate Director and the Assistant Vice President in the expansion of the Annual Fund campaign

- Administer phone calls and schedule appointments - Organize and audit quarterly portfolio evaluations - Analyze and update recommended mutual fund managers - Maintain and update standard operating procedures - Create a personal financial planning portfolio