Client Services Associate

1 month ago

Bellevue, United States SPS North America Inc Full time

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 functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. Operates mail machines including the postage meter, photocopying machine, and mail folding and 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. Submit work orders for certain requests. Maintains the Business Service Center area in a neat and orderly fashion. Monitors level of office supplies on the floor and replenishing and orders accordingly. Proactively seeks out additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains back-up and providing guidance on policies and procedures. Determines what additional support is needed when handling sensitive inquiries. Provides exceptional customer service to client. Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed. Competencies: Strong verbal and written communication skills. Excellent customer service skills. PC skills MS Office Suite experience. Ability to handle multiple tasks simultaneously. Good organizational skills. Working knowledge of MFD equipment. Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions. Possesses ability to work independently and is capable of completing projects. Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. Qualifications and Education Requirements: High School Diploma (or equivalent) required. 2+ years prior work experience preferred. Ability to work assigned work hours determined by manager. Flexible, Adaptable, and Dependable.A Team Player.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 functions of position. Required to maintain an overall professional appearance and attitude. Adhere to all policies and procedures required. Physical Demands: Approximately 50% of the time this position requires the below physical demands. Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.). Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension. Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$22.11-$22.11 USDWHAT WE OFFERCareer 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 opportunitiesLearning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you doWe Recognize Talent: We offer a variety of recognition programs for all levels of employeesBenefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, 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, Entertainment Discounts, & Paid Time Off.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 SPSSPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies.SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.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 law.To view our privacy policy, click on the link below:SPS-North America Privacy Policy

  • Client Service Associate

    4 weeks ago

    Bellevue, Washington, United States Coldstream Capital Management Full time

    Job DescriptionColdstream Capital Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.Key Responsibilities:Exceptional Service: Anticipate client needs, address concerns, and...

  • Client Service Associate

    4 weeks ago

    Bellevue, Washington, United States gpac Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at GPAC. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Manage client relationships and communications, providing timely and professional...

  • Client Service Associate

    2 months ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

  • Client Service Associate

    2 months ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service Associate Reports to: COO Benefits: Yes Status: Full-time (Exempt) Date: Fall 2024 Job Summary Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients,...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Senior Client Service Associate

    1 month ago

    Bellevue, United States Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of the largest independent advisor franchisee at Ameriprise Financial. Assist in daily business operations.Assist financial advisors in managing and organizing office workflow with an emphasis on creating and...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Senior Client Service Associate

    3 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients...

  • Associate, Client Advisory

    1 month ago

    Bellevue, United States PathStone Full time

    Pathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines...

  • Client Associate

    7 days ago

    Bellevue, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role, you will:Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via...

  • Client Associate

    4 weeks ago

    Bellevue, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to...

  • Client Service Associate

    2 weeks ago

    Bellevue, WA, United States Tschetter Group Full time

    Position DescriptionTitle: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

  • Centralized Client Service Manager

    2 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you!Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Centralized Client Service Manager

    3 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you!Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Client Service Coordinator

    2 weeks ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Centralized Client Service Manager

    1 week ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you! Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Centralized Client Service Manager

    3 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you! Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Client Service Coordinator

    2 weeks ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Client Service Coordinator

    1 week ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Client Service Representative

    1 month ago

    Bellevue, Washington, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As a Client Relationship Specialist, you'll play a critical role in the operational...