Our Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This role supports both clients and advisors with a focus on addressing inquiries, managing client accounts, and ensuring smooth operations. The individual will handle day-to-day client requests, manage paperwork, and assist with account transactions, working closely with senior team members to maintain a high standard of service.

This is a full-time, non-exempt position based in our Roseville office and requires five days per week on-site. This position has an expected base salary ranging from $70k-$78k, with the potential for an annual bonus based on the employees' performance and the companies.

DUTIES AND RESPONSIBILITIES

• Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner
• Coordinate and manage client appointments, ensuring all logistics and documentation are prepared
• Process client requests, including account transactions, and paperwork in compliance with firm procedures
• Support the onboarding process for new clients, ensuring a smooth and positive first experience
• Work with custodians and internal teams to resolve any issues related to account maintenance, transfers, or service requests
• Provide notary services for client transactions as needed
• Assist in maintaining accurate client records and ensure all documentation is up to date
• Work with financial advisors to understand client preferences and goals and help relay that information accurately

QUALIFICATIONS

• 5-8 years of experience in a client-facing administrative role within the financial services industry
• BS/BA degree preferred – GED required
• Strong communication skills with the ability to manage client relationships
• Experience with CRM systems
• Knowledge of regulatory requirements and industry best practices is a plus
• Detail-oriented with a strong focus on accuracy
• Ability to multitask and prioritize in a fast-paced environment
• Proficiency with Microsoft Office Suite

PHYSICAL REQUIREMENTS

• Works in an office environment
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences

Mission

Speechify is the easiest way to listen to the world’s information. Articles on the web, documents in the cloud, books on your phone. We absorb it all and let you listen to it at your desk, on the go, at your own speed, and with tools that make learning easier, deeper, and faster.

What streaming services have done for audio entertainment, we’re doing for audio information. And whatever we’re doing seems to be working. We’re #1 in our category, and experiencing exponential growth.

Overview

We're looking for a Senior Software Engineer to join our Core Experiences Team. This team builds and maintains the foundational services and SDKs that power Speechify’s product experience across platforms. It's a critical role for someone who enjoys working at the intersection of product and infrastructure, thinks strategically, and is passionate about designing clear, reliable APIs and simple systems that directly enhance the user experience.

What You’ll Do

• Collaborate with Speechify’s Product Teams to scope projects, find ways to reduce scope to get faster feedback from customers, navigate the integration/UX tradeoffs relevant to different product teams, and deliver solutions via our cross-platform SDK
• Optimize existing functionality to ship things like faster loading and more intelligent parsing by designing more efficient abstractions and improving our algorithms
• Ship cloud functions, lightweight backend services, and jobs using Kotlin

An Ideal Candidate Should Have

• Systems thinking. You know that optimizing a system requires end-to-end design, and you believe simplicity is valuable.
• Speed. You work quickly to generate ideas and options and know how to decide which things can ship now and what things need time
• Focus. We’re a high-growth startup with a busy, remote team. You know how and when to engage or be heads down
• Collaboration. You know how to inspire, play, and negotiate with opinionated designers, marketers, and PMs
• Preferred Tech Stack:
  • Kotlin Multiplatform (Java experience is OK but role is Kotlin Multiplatform) 
  • Prior experience with GCP is a plus

What We Offer

• A fast-growing environment where you can help shape the company and product.
• An entrepreneurial-minded team that supports risk, intuition, and hustle.
• A hands-off management approach so you can focus and do your best work.
• An opportunity to make a big impact in a transformative industry.
• Competitive salaries, a friendly and laid-back atmosphere, and a commitment to building a great asynchronous culture.
• Opportunity to work on a life-changing product that millions of people use.
• Build products that directly impact and support people with learning differences like dyslexia, ADD, low vision, concussions, autism, and more.
• Work in one of the fastest growing sectors of tech, the intersection of artificial intelligence and audio.

Think you’re a good fit for this job? 

Tell us more about yourself and why you're interested in the role when you apply.
And don’t forget to include links to your portfolio and LinkedIn.

Not looking but know someone who would make a great fit? 

Refer them! 

Speechify is committed to a diverse and inclusive workplace. 

Speechify does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

Role Summary

Our Medical Assistants engage with our patients day-in and out and they are vital to the patient experience. They are caring, compassionate, and work well together as a team. They work closely with our Physicians to provide exceptional patient care. Our Medical Assistants will also support front desk duties. 

Some day-to-day duties include:

• Greeting patients
• Collecting patient payments
• Rooming patients
• Obtaining vitals
• Performing phlebotomy
• Scheduling appointments
• Maintaining a clean clinic
• Assisting physicians during clinic procedures (Saline sonograms, IUI and more!)

Education, Licenses, Certifications

• Bachelor's Degree preferred
• Certified Medical Assistant Certification preferred
• Current BLS Certification
• CPT1 certification required

Employment Type

This is a full-time non-exempt onsite position that requires early hours, rotational weekends and holidays. 

Compensation

The salary range for this role is $22-26/hr. Salary is based on several factors including job related knowledge and skill set, depth of experience, certifications and/or degrees. 

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