Associate

• Serve as primary point of contact for client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows.
• Manage day-to-day servicing across multiple client entities.
• Investigate and resolve issues using Clearwater front- and back-office tooling.
• Perform account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
• Navigate multi-custodian, multi-portfolio, and multi-currency environments with a focus on data quality and auditability.
• Support onboarding, portfolio transitions, custom reporting, and process improvement initiatives.
• Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.
• Coordinate project workstreams, manage action items, and drive delivery across stakeholders.
• Build client relationships and credibility with sophisticated clients.
• Lead cross-functional problem-solving across servicing, reconciliation, product, delivery, billing, and sales.
• Leverage AI-enabled tooling to streamline processing, accelerate resolution, and identify scalable process improvements.

Lead client servicing for Clearwater Analytics’ institutional investment management platform

Lead Client Servicing Associate – Asset Management

Lead client servicing for Clearwater Analytics’ cloud-native investment management platform serving institutional investors. Managing complex portfolios, reporting, reconciliations, and cross-functional delivery.

• Manage client inquiries and requests across investment accounting, asset classes, and financial markets
• Deliver timely and accurate Financial Statements and Analytics Reporting information
• Complete operational tasks including account setup, client lockdowns, compliance, and reconciliation validation
• Collaborate directly with clients to build relationships and enhance their Clearwater user experience
• Validate investment data against third-party market data sources
• Use proprietary internal tools to reconcile investment transactions
• Navigate knowledge bases and documentation to proactively solve client queries and problems
• Manage workflow using productivity and quality metrics, prioritizing high-importance or critical work
• Participate in long-term team and client projects involving collaboration with internal teams
• Handle complex client queries
• Assist with training, development, and coaching of junior staff
• Conduct oversight of junior staff work

Lead client servicing associate supporting institutional investment accounting clients at Clearwater Analytics

Lead Client Servicing Associate

Lead client servicing associate supporting institutional investors through Clearwater Analytics’ cloud-native investment management platform.
Managing accounting inquiries, reconciliations, reporting, and client relationships.

• Conduct proactive, high-quality outreach to a book of providers — via email, phone, and video meetings — to check in on their practice, availability, and satisfaction with Tava.
• Maintain a consistent cadence of contact; top-retained providers in our own data are engaged roughly monthly and have been contacted dozens of times over their tenure, so persistence and follow-through matter more than any single conversation.
• Log every touchpoint, note, and outcome in HubSpot so the next conversation — yours or a teammate's — has full context.
• Run monthly availability reviews with providers to understand changes in their capacity, caseload, and openness to accepting referrals.
• Identify providers whose availability, session volume, or referral acceptance is trending down, and re-engage them before they disengage or leave.
• Support providers as they grow — scaling from solo practice to group practice, adding intern or associate clinicians, or expanding into new insurance networks and states.
• Lead feature-enablement sessions (e.g., AI Scribe, scheduling tools, billing workflows) that make providers' day-to-day easier and deepen their reliance on Tava.
• Answer or route provider questions on credentialing, insurance paneling/network coverage, and billing so providers keep momentum instead of stalling out.
• Educate providers on Tava resources, marketing support, and referral pathways available to them.
• Report bugs, service requests, and provider-reported issues to the appropriate internal Slack channels promptly and with enough detail to be actionable.
• Actively participate in team meetings, trainings, and 1:1s — sharing feedback, best practices, and lessons learned from your book of providers.
• Contribute to and help refine the team's playbooks, templates, and how-to documentation in Notion as you learn what works.

Provider Success Associate at Tava Health ensuring provider retention and engagement

Provider Success Associate

Provider Success Associate at Tava Health focused on retaining and engaging mental health providers. Proactively supports providers through relationship management on a digital platform for practice growth.

• Supports medical prior authorization operations by taking inbound calls from members and providers
• Builds cases in multiple systems
• Ensures accurate documentation and HIPAA-compliant handling of PHI/PII

Support medical prior authorization operations through inbound calls and document handling

Inbound/Outbound Queue Associate

Support medical prior authorization operations by handling inbound calls and managing case documentation. Requires familiarity with health insurance workflows and HIPAA compliance.

• Assists Financial Advisors and provides clients with quality service
• Services a high volume of daily interactions, including inquiries and scheduling of meetings
• Works independently and within a team to provide support
• Processes client financial transactions and expense reports
• Opens new client accounts and researches client and security information
• Ensures accuracy of client paperwork and documentation
• Prepares letters, forms, and reports
• Actively engages in training and professional development opportunities
• Performs other duties as assigned

Client Service Associate providing support to Financial Advisors in the financial services industry

Client Relationship Associate

Client Service Associate role supporting Financial Advisors and clients in the financial services industry with direct supervision. Engaging in client interactions and managing administrative tasks in a dynamic environment.

• Completes weekly review of equipment QC and maintenance records
• Documents, investigates, and performs root-cause analysis for deviations and customer complaints
• Inspects and releases incoming supplies
• Assists the Quality Systems Manager to ensure that cGMP regulation, SOPs and regulatory requirements are followed

Quality Systems Associate ensuring compliance with internal and external regulations

Quality Systems Associate

Quality Systems Associate ensuring compliance within cGMP and SOP requirements at Grifols. Assisting in quality assurance functions to enhance donor safety and product quality.

• Field incoming calls from dealerships, service shops, and inspectors regarding low exposure, low complexity, mechanical breakdown claims
• Determine applicable contractual coverage and most appropriate replacement/repair solution
• Work to have a timely resolution to claims by negotiating costs and labor hours associated
• Ensure customer service by proactively communicating information, responding to inquiries, and following customer protocols

Service Contract Associate handling low exposure mechanical breakdown claims

Service Contract Associate

Service Contract Associate managing low complexity mechanical breakdown claims for Zurich North America. Handling communications with external sales staff, dealerships, and service shops to resolve claims efficiently.

• Promote learner and faculty success and quality through data-informed decisions and projects
• Support successful programs through oversight, coaching, engagement and management of adjunct faculty.
• Assure the achievement of institutional and programmatic benchmarks, performance indicators and process efficiency with analytical support and discipline.
• Collaborate with university team members to ensure that we support our world-class faculty according to SNHU's core values.
• Develop and follow processes to support faculty according to accreditation standards, institutional policies, and human resource standards,
• Part of the team that is responsible and accountable for optimization of all parts of the faculty experience and lifecycle including daily operational processes and tasks related to students and faculty.
• Lead collaborative efforts across departments to support learner, faculty, and graduate success and program growth.
• Conduct environmental scanning and research in collaboration with internal and external partners to identify trends and inform actions to increase faculty excellence.
• Support improvements in processes to increase automation, improve data and reporting, ability to grow, reduce cost, and better support collaboration between partners.
• Support a high engagement faculty experience along each phase of the adjunct faculty lifecycle.
• Participate in communication and collaboration across partners to assure holistic approaches to process and experience optimization.
• Participate in the review, documentation, and reporting of processes, process-based metrics, initiative progress and measures, across stakeholder teams, to maintain the transparency of the results of this team's efforts.
• Analyze data to improve the faculty experience

Associate Dean of Academic Effectiveness managing online faculty at Southern New Hampshire University

Associate Dean – Academic Effectiveness

Associate Dean of Academic Effectiveness at Southern New Hampshire University supporting online faculty and programs. Promoting learner and faculty success through data-driven decisions and collaborative efforts.

• Coach, develop, and influence assigned Roving Banker team to execute on business strategies, achieve results, and drive growth of the business
• Act as the partner to the District Managers and branch managers on trends, recognizing gaps and creating strategic solutions for regions
• Assess and leverage all National Branch Network reporting data in combination with observation to inform coaching and recommendations at region, district, and branch levels for improved performance
• Be an expert resource on tools and initiatives utilized by National Branch Network and employees such as plan my day, as well as help more and engage more activities
• Maximize banker success by ensuring frequent opportunity to further skill, knowledge and acumen of the behavior framework, and other topics as introduced to the National Branch Network
• Manage and execute on resource allocation in alignment with strategic goals for optimal National Branch Network performance, to include but not limited to managing staffing requests and scheduling adjustments
• Provide support structure across assigned National Branch Network region as needed
• Establish strong relationship and partnerships with branch management

Roving Banker Manager overseeing Complaints and Support at Wells Fargo

Associate Roving Personal Banker – SAFE

Roving Banker Manager overseeing branch banking solutions across multiple locations. Leading teams to ensure customer satisfaction and compliance within assigned districts.

• Serve as a primary point of contact for member and subscriber inquiries across email, phone, and mail, delivering timely, accurate, and polished service; maintaining confidential and sensitive information.
• Research and resolve member issues independently, exercising judgment on ambiguous cases and escalating only what genuinely requires manager-level input.
• Educate members and prospects on the benefits and value of ASLA membership with confidence and credibility.
• Maintain accurate member and company profile information in the AMS and support ongoing data quality and consistency.
• Process paper and scanned membership applications, renewals, subscriptions, and other orders in accordance with ASLA eligibility requirements and procedures.
• Process student membership applications and communicate with student members on eligibility and requirements.
• Apply AI and emerging technology tools, where appropriate, to improve the speed and accuracy of member and subscriber service workflows.
• Own the documentation of member services workflows: maintain clear, current standard operating procedures for core tasks in the AMS, and flag gaps or inconsistencies as they arise.
• Identify opportunities to streamline, automate, or otherwise improve recurring work, and partner with the Manager to implement changes.
• Support annual conference operations as assigned, including MCSD material preparation and packing, with potential travel to staff the ASLA Pavilion and/or other events.
• Perform other duties as assigned.

Member Services Associate managing inquiries and applications for ASLA membership

Member and Chapter Services Associate

Member Services Associate managing day-to-day member inquiries and applications for ASLA's membership services. Maintain data quality in the Association Management System and provide support during events.

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