Client Service Associate
$19 per hourspsnorthamerica
Mailroom sorting, scanning, and delivery of mail withing Deutsche Bank. Ordering supplies Inbound and Outbound scanning Meter machine for sending out regular mail and certified mail. Lifting up to 75lbs. Stocking supplies in copy room. Unloading mail off of FedEx, UPS, and FedEX Ground. Assisting with Archive boxes by way of Iron Mountain. Logging inbound numbers onto log sheet/excel Various other office duties. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, location, and other job-related factors. Vacancy Status: This posting is for an existing vacancy. Pay Range $19 - $19 USD WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities. Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do. We Recognize Talent: We offer a variety of recognition programs for all levels of employees. Paid Time Off: Full time: Minimum of 80 hours/calendar year. Part time/temporary: Minimum of 1 hour for every 30 hours worked. PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take approved time off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking Pre-Tax Plans, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, and Entertainment Discounts. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is a global workplace solutions and business transformation company operating in more than 20 countries . Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Our clients include leading organizations across banking, insurance, legal, higher education, professional services, and many Fortune 500 companies. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse Applicant Tracking System to facilitate application management and recruiting workflows. Human recruiters and hiring managers review applications and exercise independent judgment throughout the hiring process. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. #J-18808-Ljbffr spsnorthamerica
$31.25 - $33.65 per hour
...Client Service AssociateOur Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account...SuggestedFull timeWork at officeMonday to FridayFlexible hours$60k - $75k
...the warm first voice and face of a growing financial planning firm, and the person its client relationships start with. Forgent is a specialty talent platform for financial services firms. We're leading this search on behalf of our client, a holistic financial planning...SuggestedFull timeWork at officeDay shiftAfternoon shiftEarly shift- Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and respond to account inquiries in a fast-paced, client-first environment...Suggested
$34.32k - $90k
Registered 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...SuggestedTemporary workWork at officeLocal areaWork visa- Morgan Stanley is seeking a Registered Client Service Associate in Newport Beach, CA to support Financial Advisors and Private Wealth Advisors in daily client service, account maintenance, and transaction support. The role emphasizes client-first service, strong communication...Suggested
$31.25 - $33.65 per hour
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...office is looking for a Client Service Associate to serve as the liaison between the client...Full timeTemporary workWork at officeMonday to FridayFlexible hours$45k - $85k
...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office$55k - $80k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work at office$28.47 - $47.44 per hour
...you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the...Work at officeWork from home$34.32k - $90k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Providing service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or...Temporary workWork at officeLocal area$64.1k - $88.1k
...Our Company We're a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- Job Description We are seeking a Senior Client Service Associate for our Newport Beach, CA office who will deliver a high level of service to clients and serve as a trusted liaison among clients, Wealth Advisors, and custodial partners. The successful candidate will support...Work at office
- Morgan Stanley in Newport Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and client relationships in a fast-paced, client-first environment. You will handle everyday requests, digital tool onboarding, and clerical account tasks to ensure...
- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
- Wealth Enhancement Group’s Irvine, CA office is seeking a Client Service Associate to bridge the client and Financial Advisor, handling client paperwork and account reviews. This on-site role operates Monday-Friday, 8am-5pm, with a starting pay range of $31.25/hr to $3...Work at officeMonday to Friday
$19 per hour
...off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical... ...enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions...Full timeTemporary workPart timeWork at officeImmediate start- Raymond James in Newport Beach, CA is seeking a Registered Client Service Associate to support financial advisors and their clients with high‑quality administrative assistance. You will handle inquiries, scheduling, onboarding, and liaison across phone, email, in person...
- ...Newport Beach, CA seeks an exceptional individual to join our high-producing team. The role requires licensing readiness, strong client service, and meticulous attention to detail in handling accounts and regulatory duties. The position supports Financial Advisors with...
- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role includes onboarding new clients, opening accounts, and maintaining client information across systems....
$22 - $24 per hour
...person who loves solving problems, helping others, and staying organized in a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company. This is a great role for someone who’s detail...Full timeWork at officeFlexible hours$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area- Merrill Wealth Management, a Bank of America division, is seeking a Client Service Associate to support Financial Advisors in delivering personalized banking and investment solutions. You will educate clients on services, ensure accurate materials, and help deepen relationships...
- Merrill Wealth Management is seeking a Client Services Associate in Newport Beach, CA to deliver superior client service, educate clients on a broad range of banking offerings, and support Financial Advisors in delivering tailored wealth management solutions. In this role...
- UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports. Strong MS Office skills and a Servant attitude...
- Ameriprise Financial is seeking a Registered Client Service Associate in Newport Beach to support high-producing advisors by preparing financial plans, conducting investment research, and executing trades. You will manage client meetings, document follow-ups, and ensure...Home office
$64.1k - $88.1k
Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate in Newport Beach to support a high-producing advisor by preparing portfolio materials, building financial plans, and coordinating client meetings. The role requires 3-5 years of experience...Work at office$15k
...standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining...Hourly payWork experience placementWork at officeLocal area- ...Business & Real Estate Litigation Attorney Our client is a well-established mid-sized Orange County law firm with more than four... ...counsel while maintaining the collaborative culture and client service of a boutique practice. Its core practice areas include business...Contract work
$22.68 per hour
...8 / Hour Employee Type FT Non-Exempt Description Overview Client Support Associate will drive between Scattered Site Bridge Housingsites to monitor... ...for guests. They will provide general support and customer service for bridge housing guests including coordinating check-in,...Flexible hoursNight shift$130k - $210k
...Opportunity Join a respected litigation team with deep roots in Orange County and a long-standing reputation for high-quality client service Build your construction defect practice with hands‑on case responsibility and direct exposure to meaningful litigation work Work...Full timeRemote work
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