Client Services Associate
$22.64 per hourSps-Global-6
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. The position continuously offers the highest level of service to all client and employees while maintaining a professional image by providing prompt, courteous, and efficient service. Duties and Responsibilities Provides 5‑star customer service to all employees. Receives inbound mail/packages, sorts incoming mail, and inputs into chain‑of‑custody software. Operates mail machines including postage meter, photocopying machine, and mail folding/inserting machine. Maintains records of receipt, mailing dates, and other required information. Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies employees upon receipt of inbound deliveries. Distributes mail/packages to company personnel. Acts as point of contact for company personnel on mail/package inquiries. Submits work orders for certain requests. Maintains the Business Service Center area in a neat and orderly fashion. Monitors office supplies levels and replenishes and orders accordingly. Proactively seeks additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains backups and provides guidance on policies and procedures. Determines additional support needed when handling sensitive inquiries. Provides exceptional customer service to clients. Provides reception or concierge (front office) or hospitality (back office) coverage as needed. Strong verbal and written communication skills. Ability to handle multiple tasks simultaneously. Good organizational skills. Working knowledge of MFD equipment. Knowledge of shipping/receiving procedures and ability to comprehend instructions. Can work independently and complete projects. Determines correct method and packing material and validates packing slips for accuracy. Qualifications and Education Requirements High School Diploma or equivalent (required). 2+ years of prior work experience (preferred). Ability to work assigned hours as determined by manager. Flexible, adaptable, and dependable. A team player with excellent organizational and time‑management skills. Analytical abilities and aptitude in problem‑solving. Superb written and verbal communication skills. Current knowledge or ability to learn computer‑based systems required for duties. Maintains a professional appearance and attitude. Adheres to all company policies and procedures. Physical Demands Approximately 50% of the time the role requires physical demands listed below. Fine and/or gross motor skills, ability to grasp, lift, or carry packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and sit for extended periods. Manual dexterity for operating office machinery. Ability to communicate and discern information effectively using vision, hearing, and oral/written comprehension. Frequency of lifting or moving 40 lbs or greater. Travel None or negligible. Compensation Estimated pay range is $22.64 per hour; final offer will depend on skills and experience. Benefits Career growth opportunities. Learning & development programs. Recognition programs for all levels. Medical, dental, vision, HCFSA, DCFSA, HSA, commuter transit & parking, supplemental life insurance, accident insurance, critical illness, hospital indemnity, legal program, identity theft protection, pet discounts, pet insurance, group home & auto insurance, EAP, short‑term disability, life insurance, education discounts, 401(k) with matching, entertainment discounts, and paid time off. Note: benefit offerings may vary for positions under 30 hours/week; inquire with Human Resources. Equal Employment Opportunity Statement SPS provides equal employment opportunities 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 any other status protected by applicable law. #J-18808-Ljbffr Sps-Global-6
$22.64 per hour
Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start- ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention... ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...Suggested
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SuggestedTemporary workWork at officeFlexible hours$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...Suggested- ...We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...SuggestedWork at office
- ...Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...
- ...A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
$70k - $95k
...Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon–Fri) Compensation: $70,000–$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...Work at office- ...Job Title Mailroom Associate Reports To The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational...Temporary workWork experience placementFlexible hours
$22.64 per hour
...Client Services Associate Renton, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Temporary workWork experience placementImmediate startFlexible hours- Schedule: Hybrid (4 days onsite / 1 day remote) About the Opportunity We are seeking a detail-oriented and highly organized Client Service Associate to join a growing investment management team. This role is ideal for professionals with experience in financial services,...Full timeWork at officeRemote work
$28 - $30 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary...Contract work$30 - $33.65 per hour
...Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with... .... Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and...Work experience placementWork at officeLocal areaFlexible hours- We are seeking a detail-oriented Client Service Associate to support a growing investment services team. This role is ideal for someone with experience in financial services operations who enjoys process-driven work and thrives in a fast-paced, collaborative environment...
$80k - $100k
...Job Title: Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial...Work at officeWork from homeMonday to Friday2 days per week1 day per week- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...Full timeWork at officeRemote workMonday to Friday
$75k - $90k
...integrates investment management, financial planning, tax coordination, estate planning support, and family office services into a comprehensive client experience designed to serve high-net-worth individuals, business owners, retirees, and multigenerational families....Full timeWork at officeRemote work$60k - $70k
...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...Temporary workWork at officeWork from homeMonday to Friday$50k - $60k
...a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in...Full timePart timeLocal area$65k - $81k
...Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...Work at office$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business while customizing solutions...Hourly paySeasonal workWork at officeHome officeShift workDay shift$30 - $36 per hour
...standards of integrity and ethics, delivering outstanding service to our clients, and encouraging a friendly, open culture. Summary / Function... ...products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education preferred. Solid technology...Hourly payWork experience placement$22 - $28 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. THE OFFICE SERVICES ASSOCIATE POSITION WILL BE A HIGHLY VISIBLE POINT OF CONTACT TO OUR INTERNAL AND EXTERNAL GUESTS IN THE...Hourly payFull timeWork at officeLocal area- ...FusionTek is seeking a Client Relationship Associate to own a portfolio of clients as the face of the company. Hybrid role with remote work and occasional travel to client meetings in the Greater Seattle area. You'll champion clients, drive retention, and coordinate with...Remote work
$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeShift workDay shift$65k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours$26.5 - $45 per hour
...About the Role Provides client service support to one or more Financial Advisors, serving as the most frequent point of contact within Merrill to address client service needs and support enterprise strategic objectives, operational excellence goals, and client advocacy...Hourly paySeasonal workShift workDay shift- ...Client Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's...Work at officeLocal areaShift work
$21.3 - $22.4 per hour
Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and implement...Hourly payFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work$250k - $305k
Job Title: Commercial Litigation Associate (Mid-Level) Location: Seattle, Washington About the Firm Join a nationally recognized... ...professional development, mentorship, and exceptional client service. The team represents local, national, and international clients...Temporary workWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client relationship associate Seattle, WA
- client services associate Seattle, WA
- transaction services specialist Seattle, WA
- patient service specialist Seattle, WA
- protective services officer Seattle, WA
- salesforce service cloud consultant Seattle, WA
- health services administrator Seattle, WA
- full time service advisor Seattle, WA
- office service associate Seattle, WA
- service advisors Seattle, WA

