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
- Client Service Associate Location: New York, NY or Seattle, WA Schedule: Hybrid (4 days onsite / 1 day remote) Employment Type: Contract-to-Hire Potential About the Opportunity We are seeking a detail-oriented and highly organized Client Service Associate to join a growing...SuggestedFull timeContract workWork at officeRemote 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...SuggestedWork at officeWork from homeMonday to Friday2 days per week1 day per week$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... ...you 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$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...SuggestedWork experience placementWork at officeLocal areaFlexible hours- ...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...Suggested
$22.64 per hour
...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...Contract workTemporary workFor contractorsWork experience placementFor subcontractorImmediate start$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 The...Contract work$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- ...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
$22.64 per hour
...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 functions in the...Temporary workFor contractorsWork experience placementWork at officeImmediate startFlexible hours- ...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
- ...Client Service Associate Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 days/week) 4+ Month Contract with potential to convert to full-time About the Role The SMA Client Service team partners with the portfolio management team, operations...Full timeContract work
- ...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
$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- ...Wealth Management Client Associate Bellevue, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$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$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$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$15k
...detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality... ...insurance products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education is preferred. Solid...Hourly payWork experience placementWork at office$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$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$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business... ...to improve efficiency and effectiveness in deliverin Client Associate, Client Service, Service Manager, Associate, Skills, Client Relations...
$49.5k - $77k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours- ...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 - $30.77 per hour
...Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior to an appointment...Hourly payWork at office$170k - $225k
...Journal's survey of the nation's largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers, contribute...Full timeWork at officeRemote workFlexible hoursShift work$104k - $225k
...a focused family law practice where your work directly impacts clients navigating some of the most important moments of their lives. Handle... ..., experienced team that values strong advocacy, client service, and practical legal strategy. Step into a role with strong earning...Work at office- ...Trust & Estate Attorney to join our growing team. You’ll work with clients on estate planning, trust administration, and probate matters... ...a community of professionals who care deeply about client service, collaboration, and balance. Steady client opportunities supported...
$160k - $200k
...with the opportunity to grow into potentially more, depending on client meetings and workload.The ideal candidate will have strong... ...qualified applicants should apply.About LatitudeLatitude is a full-service national legal services company that specializes in providing...Permanent employmentFull timeContract workPart timeWork experience placementWork at officeRemote workFlexible hours2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client services associate Seattle, WA
- client relationship associate Seattle, WA
- human services program consultant Seattle, WA
- family services specialist Seattle, WA
- community services specialist Seattle, WA
- veterans service officer Seattle, WA
- service worker Seattle, WA
- human services specialist Seattle, WA
- internal service advisor Seattle, WA
- card services specialist Seattle, WA



