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
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$35.63k - $85k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area- ...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
$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial...Suggested$22.64 per hour
...Job Description Job Description 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...SuggestedFull timeTemporary workPart timeWork experience placementImmediate startFlexible hours$22.64 per hour
...Job Description Job Description 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...Full timeTemporary workPart timeWork experience placementImmediate start- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and...Full timeWork at officeLocal area
$80k - $85k
...Client Service Associate Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Responsibilities of the Role: Responsible...Work at office- ...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
- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial...
$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$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- Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn the business, work alongside experienced teammates, and gain hands-on experience to make client-related decisions. You''ll support renewal...
- ...financial planning and wealth management firm dedicated to providing exceptional client service and personalized financial guidance. We are seeking a Registered Client Service Associate who is adaptable, detail-oriented, and eager to contribute to a collaborative team...Work at office
- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$55k - $95k
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma...$20 - $25 per hour
...go-getters to bring our participant and client experience to the next level. Our mission... .... If you love providing excellent service, innovating the way benefits are administered... ...___ About The Role As a Client Services associate you will represent Navia in a professional...Work at officeWork from homeShift work- Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service...
$79k - $108k
...and investment solutions with highly personalized client experience. We are a modern independent firm... ...across advisory, investment, operations, and client service teams. Role Summary The Senior Client Service Associate is an experienced client service professional who...Work at officeRemote work3 days per week1 day per week- 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
$63k - $86k
...and investment solutions with highly personalized client experience. We are a modern independent firm focused... ...across advisory, investment, operations, and client service teams. Role Summary The Client Service Associate partners with Wealth Advisors and internal teams to...Work at officeRemote work3 days per week1 day per week$35.15k - $90k
...DescriptionPOSITION SUMMARYWealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA...Temporary workWork experience placementLocal area- Financial Advisory Partners in Bellevue, WA seeks a Registered Client Service Associate to join a collaborative wealth management team. The role blends portfolio trading, client service, and operational support in a fast-paced environment. The ideal candidate handles onboarding...
- Senior Manager, Enterprise Talent Services @ Motion Recruitment Our client, a major investment management company, is looking for a Client Services Associate to join their team in Seattle! This is a hybrid position, and applicants must be comfortable working on site 3-4...Contract work3 days per week
- 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...Work at office
$35.63k - $85k
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...Temporary workWork at officeLocal area$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...Temporary workWork at officeFlexible hours$260k - $390k
...firm recognized for its collaborative culture and commitment to client service. Our Private Client Services Group focuses on sophisticated... ...controversy matters. Qualifications Seeking an experienced associate with 3-5 years of transactional experience in trust and estate...Work at officeLocal area$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of relevant transactional experience...- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
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