Client Services Associate
SPS
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 of our professional standards. Your goal is simple: ensure every employee and guest experiences 5-star service the moment they step into our space. 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 of our professional standards. Your goal is simple: ensure every employee and guest experiences 5-star service the moment they step into our space. From managing high-stakes logistics to ensuring our tech and pantry are "VIP-ready," you turn routine office tasks into a seamless, premium experience. What You’ll Do The Logistics Lead: Master the lifecycle of mail and packages. From secure intake using chain-of-custody software to high-priority outbound shipping, you ensure nothing ever gets lost in the shuffle. The Experience Curator: Maintain the "show-ready" status of our Business Service Center, kitchens, and conference rooms. You’re the reason the coffee is fresh and the meeting rooms are perfectly staged. The Problem Solver: Keep our fleet of multi-function devices (MFDs) and copy/print equipment running flawlessly. If a machine is down, you’re the first responder. The Front-of-House Pro: Step into the spotlight as a backup for reception and concierge services, greeting guests with warmth and professional composure. The Project Ally: Assist with office moves, light maintenance, and inventory management. You proactively find ways to improve the workflow during downtime. Who You Are Customer-Obsessed: You believe that no task is too small and every interaction is an opportunity to provide 5-star service. Tech-Savvy: You’re comfortable with MS Office and can quickly learn new package-tracking and shipping software. Organized & Agile: You can pivot from sorting mail to setting up a high-profile boardroom meeting without breaking a sweat. A Natural Professional: You maintain a polished appearance and a calm, helpful demeanor, even when things get busy. The Requirements Education: High School Diploma or equivalent. Experience: 1+ years of prior work experience (Hospitality, Retail, or Office Services experience is a major plus!). Physicality: This is an active role! You should be comfortable #J-18808-Ljbffr SPS
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office- ...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 of our professional standards. Your goal is simple: ensure every employee and...SuggestedWork experience placement
- ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report to... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies...SuggestedWork experience placement
$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...SuggestedFull timeSummer workWork at officeLocal areaImmediate 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...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start$60k - $70k
...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...Temporary workWork at officeWork from home- 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...
- Bank of America on Bainbridge Island, WA seeks a Client Services Associate to support Merrill Wealth Management by addressing client needs and assisting Financial Advisors. You will help educate clients about banking offerings and ensure accurate, timely materials while...
$90k - $100k
...by focusing on what truly matters to our clients. With a 27-year history of consistent... ...We are seeking an accomplished Senior Associate to work directly with a Partner level Client... ...monthly, and quarterly basis. Client Service & Operations Excellence: Exhibit...Full timeSummer workWork at office- 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
- 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...
$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office- Job Overview A law firm seeks a midlevel Private Client Services Associate Attorney in Seattle, WA. The ideal candidate will have 4-6 years of experience in trust and estate planning and administration, with strong academic credentials and excellent communication skills...
$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$54k - $72k
...Client Service Associate - Shared Support Team Bellevue, WA 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...$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at office$90k - $120k
...Job Description Job Description Senior Client Service Associate - Hybrid We are a large financial consulting firm that has been in business for over 15 years! We specialize in RIA and focus on all things finance! We have a lot of energy and excitement in our firm...Ongoing contractWork at officeLocal areaWork from home2 days per week3 days per week$25 - $38.46 per hour
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Associate works in a Salesforce task environment to provide trust administration... ...manage accounts while maintaining an optimal level of client service. Essential Functions Performs day‑to‑day trust...Hourly payWork experience placementWork at officeFlexible hours$35.15k - $90k
...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. Leading...Full timeTemporary workWork at officeLocal areaWork visa$55k - $95k
...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. Leading...Full timeTemporary workWork at officeLocal areaWork visa- ...The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site...Full time
- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The role requires 5+ years of related experience, a four-year degree or cert...
- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in wealth...Full time
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
$15k
...standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...products Some previous experience as a Registered Client Associate is preferred Post-Secondary education preferred Solid...Hourly payWork experience placementWork at officeLocal area
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