Client Services Associate

🏢 Summary: The Client Services Associate delivers on-site mailroom, shipping/receiving, office support, and front desk coverage while ensuring high service standards. The role includes handling inbound/outbound mail, maintaining office equipment and supplies, supporting meetings, and performing light maintenance. This position requires strong organizational skills, customer service focus, and proficiency with office systems and equipment. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Working knowledge of multi-function devices (MFD), Proficiency in MS Office Suite, Ability to operate office machinery, Ability to lift 40 lbs or more frequently, Ability to manage multiple tasks simultaneously, Strong organizational and time management skills, Ability to work assigned hours, Professional appearance and adherence to policies 📃 Skills: MSOffice, MFD, Shipping, Receiving, DataEntry, Inventory, Copying, Printing, Packaging, ComputerSystems 🏢 Description: Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail 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, replenishing/organizing/ordering office supplies (pens, paper, toner), ensuring copy/print machines are functional and stocked, serving as backup to the front office (reception/concierge), and providing light maintenance/cleaning. This position offers the highest level of service to all 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. - Manages outgoing mail/package transactions. - Performs shipping and receiving duties. - Notifies employees upon receipt of inbound deliveries. - Distributes mail/packages to personnel. - Acts as point of contact for mail/package inquiries. - Performs daily key operations of multi-function devices (ensuring functionality and replenishing toner/paper). - Submits work orders as required. - Services and replenishes pantry, conference, kitchen, and meeting areas. - Performs meeting and conference room setups. - Assists with building occupant moves. - Performs light maintenance and cleaning duties. - Maintains Business Service Center area in a neat and orderly fashion. - Monitors and replenishes office supplies. - Assists with copy/print orders and equipment monitoring. - Trains backup staff on policies and procedures. - Provides reception/concierge coverage as needed. Competencies: - Strong verbal and written communication skills. - Excellent customer service skills. - PC skills with MS Office Suite experience. - Ability to handle multiple tasks simultaneously. - Good organizational skills. - Working knowledge of MFD equipment. - Knowledge of shipping/receiving procedures. - Ability to validate packing slips and select proper packing materials. Qualifications and Education Requirements: - High School Diploma (or equivalent) required. - 1+ years prior work experience preferred. - Excellent organizational and time management skills. - Analytical and problem-solving abilities. - Current knowledge or ability to learn required computer-based systems. - Professional appearance and attitude. - Adherence to company policies and procedures. Physical Demands: - Ability to grasp, lift, and move packages using a wheeled cart (up to 60 lbs capacity). - Ability to lift or move 40 lbs or more frequently. - Ability to walk, bend, kneel, stand, and sit for extended periods. - Manual dexterity for operating office machinery. Travel: None or negligible. Pay Range: $18.50—$19.50 USD What We Offer: - Career growth opportunities. - Learning and development programs. - Employee recognition programs. - Comprehensive benefits including Medical, Dental, Vision, HSA, 401k with matching, Life Insurance, Disability coverage, Paid Time Off, and additional supplemental benefits.

🏢 Summary: The offer is for a Client Services Associate responsible for delivering on-site office and mailroom support, including mail processing, shipping and receiving, office supply management, and front desk backup. The role focuses on providing high-level customer service while ensuring business service center operations run smoothly. It combines operational, administrative, and light facility support duties in a client-facing environment. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Experience with MS Office Suite, Ability to operate multi-function devices (MFDs), Ability to use computer-based systems for mail tracking and job functions, Ability to validate packing slips and select appropriate packing materials, Ability to lift 40 lbs or more frequently, Ability to work assigned hours set by manager, Strong organizational and time management skills, Ability to work independently and follow policies and procedures 📃 Skills: MSOffice, MFD, MailProcessing, Shipping, Receiving, CopyPrint, ComputerSystems, ChainOfCustodySoftware 🏢 Description: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. 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. 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. Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper). Submit work orders for certain requests. Service and replenish the barista, pantry, conference, kitchen, or meetings areas. Will perform meeting room and conference room set ups. May perform building occupant moves within assigned facilities. Will perform light maintenance and cleaning duties as assigned. 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. Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality. 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) 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 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. 1+ years prior work experience preferred. Ability to work assigned work hours determined by manager. 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 required for operating office machinery (phone, copy machines, binding equipment, etc.). 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. WHAT WE OFFER Career 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 opportunities! Learning & Development: We promote a work culture of learning so that you can develop to be the best at what you do. We Recognize Talent: We offer a variety of recognition programs for all levels of employees. Benefit 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 with matching, Entertainment Discounts, and 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.

🏢 Summary: The Mailroom Associate supports daily mail, shipping, document services, and workplace operations to ensure smooth and efficient office functionality. The role involves handling incoming and outgoing shipments, operating document equipment, and providing workplace and customer service support. It requires strong organizational skills, basic technical proficiency, and the ability to manage physical tasks in a fast-paced environment. 🗂️ Requirements: High School Diploma or equivalent, Minimum 2 years experience in mailroom, office services, shipping/receiving, logistics, or customer service, Experience with package tracking and shipping systems, Working knowledge of multifunction devices (MFDs), Basic computer proficiency, Ability to lift and move packages up to 40 lbs., Ability to stand, walk, bend, kneel, and sit for extended periods 📃 Skills: Mailroom, Shipping, Logistics, Scanning, Imaging, MFD, Printing, Tracking, Computer, OfficeEquipment 🏢 Description: Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–Friday | 7:30 AM – 4:30 PM Keep Workplace Operations Running Smoothly If you're organized, dependable, and enjoy keeping things moving behind the scenes, this role is for you. As a Mailroom Associate, you'll support daily mail, shipping, document services, and workplace operations that help employees stay productive and connected. From receiving critical deliveries to supporting office services, you'll play an important role in ensuring day-to-day operations run efficiently. Why This Role Matters Every package delivered, shipment processed, and document completed contributes to a seamless workplace experience. Your attention to detail and commitment to service help ensure employees have the resources and support they need to do their best work. What You'll Do Mail & Shipping Operations Receive, track, sort, and distribute incoming mail and packages Process outgoing mail and shipments Maintain shipment tracking and chain-of-custody records Respond to mail and package inquiries Document & Office Support Perform scanning, imaging, and basic copy/print services Operate and maintain multifunction devices (MFDs), including replenishing paper and toner Maintain an organized business service center Workplace Support Assist with meeting room setups and office moves Provide light facility support as needed Support additional operational tasks and cross-functional coverage Customer Service Deliver professional service in all interactions Build positive relationships with employees and internal teams Handle sensitive information with discretion and professionalism What You Bring Strong communication and customer service skills Excellent organization and attention to detail Ability to manage multiple priorities in a fast-paced environment Basic computer proficiency and ability to learn new systems Ability to work independently and as part of a team Qualifications High School Diploma or equivalent required 2+ years of experience in mailroom, office services, shipping/receiving, logistics, or customer service preferred Experience with package tracking and shipping systems preferred Working knowledge of multifunction devices (MFDs) preferred Physical Requirements Ability to lift and move packages up to 40 lbs. Ability to stand, walk, bend, kneel, and sit for extended periods Ability to operate office equipment and transport materials using carts Travel: None WHAT WE OFFER Career 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 opportunities. Learning & Development: We promote a work culture of learning so that you can develop to be the best at what you do. We Recognize Talent: We offer a variety of recognition programs for all levels of employees. Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and 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.

🏢 Summary: Mailroom Associate role supporting daily mail, shipping, document services, and workplace operations to ensure smooth office functionality. Responsibilities include handling incoming and outgoing mail, operating multifunction devices, providing office support, and delivering professional customer service. This position requires strong organizational skills, basic technical proficiency, and the ability to manage physical tasks in a fast-paced environment. 🗂️ Requirements: High School Diploma or equivalent, 2+ years experience in mailroom, office services, shipping/receiving, logistics, or customer service, Experience with package tracking and shipping systems, Working knowledge of multifunction devices (MFDs), Basic computer proficiency, Ability to lift and move packages up to 40 lbs., Ability to stand, walk, bend, kneel, and sit for extended periods 📃 Skills: Mailroom, Shipping, Logistics, Scanning, Imaging, MFD, Tracking, Computer 🏢 Description: Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–Friday | 7:30 AM – 4:30 PM Keep Workplace Operations Running Smoothly If you're organized, dependable, and enjoy keeping things moving behind the scenes, this role is for you. As a Mailroom Associate, you'll support daily mail, shipping, document services, and workplace operations that help employees stay productive and connected. From receiving critical deliveries to supporting office services, you'll play an important role in ensuring day-to-day operations run efficiently. Why This Role Matters Every package delivered, shipment processed, and document completed contributes to a seamless workplace experience. Your attention to detail and commitment to service help ensure employees have the resources and support they need to do their best work. What You'll Do Mail & Shipping Operations - Receive, track, sort, and distribute incoming mail and packages - Process outgoing mail and shipments - Maintain shipment tracking and chain-of-custody records - Respond to mail and package inquiries Document & Office Support - Perform scanning, imaging, and basic copy/print services - Operate and maintain multifunction devices (MFDs), including replenishing paper and toner - Maintain an organized business service center Workplace Support - Assist with meeting room setups and office moves - Provide light facility support as needed - Support additional operational tasks and cross-functional coverage Customer Service - Deliver professional service in all interactions - Build positive relationships with employees and internal teams - Handle sensitive information with discretion and professionalism Qualifications - High School Diploma or equivalent required - 2+ years of experience in mailroom, office services, shipping/receiving, logistics, or customer service preferred - Experience with package tracking and shipping systems preferred - Working knowledge of multifunction devices (MFDs) preferred Physical Requirements - Ability to lift and move packages up to 40 lbs. - Ability to stand, walk, bend, kneel, and sit for extended periods - Ability to operate office equipment and transport materials using carts Travel: None What We Offer Career Growth: Opportunity to learn new skills and explore career advancement. Learning & Development: Ongoing training and development programs. Recognition Programs: Recognition initiatives for employees at all levels. Benefits: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Discounts and Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off.

🏢 Summary: The offer is for a Client Services Associate focused on asset management, shipping/receiving operations, and on-site hardware lifecycle support. The role involves tracking, tagging, auditing, and securely handling hardware assets while maintaining accurate inventory records and supporting office equipment and customer service needs. It combines warehouse logistics, data management, and technical asset handling responsibilities in a service-oriented environment. 🗂️ Requirements: High School Diploma or equivalent, Minimum 1 year experience in warehouse, shipping and receiving, Knowledge of shipping and receiving procedures, Ability to inspect and reconcile shipments with documentation, Experience maintaining and updating asset records or databases, Ability to safely wipe data from desktops and laptops, Proficiency in MS Office Suite, Ability to operate MFD equipment, Ability to lift 40 lbs or more frequently, Ability to work assigned hours, including nights and weekends if required 📃 Skills: AssetManagement, InventoryManagement, Shipping, Receiving, DataWiping, MSOffice, Database, MFD, HardwareHandling, Reporting 🏢 Description: Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate/Asset Management role includes receiving, sorting, and classifying hardware assets; inspecting incoming hardware; shipping and receiving products; maintaining accurate records of all hardware assets; ensuring proper storage and handling of hardware assets and supplies; replenishing and organizing office supplies; ensuring copy/print machines are functional and stocked; serving as backup to reception/concierge; and providing light maintenance and cleaning. This position delivers prompt, courteous, and efficient service while maintaining a professional image. Duties and Responsibilities: - Accept and deliver orders, visually inspect shipments for damage, and reconcile with shipping documentation. - Tag assets and update asset data repositories accurately. - Maintain secure storage and proper organization of assets in a controlled environment. - Perform on-site asset pickup and delivery and maintain accurate inventory of assets and associated hardware. - Oversee and audit asset entries in the database to ensure proper tracking and compliance. - Submit monthly touch count reports to ensure up-to-date asset management. - Collaborate with cross-functional teams to streamline operations and provide customer service. - Adhere to company policies, procedures, and security measures. - Safely wipe data from desktops or laptops planned for disposal. - Provide customer service via phone, email, or in-person interactions. - Travel to assigned locations as required and work outside regular business hours when needed. - Maintain high attention to detail and accuracy in all tasks. Competencies: - Strong verbal and written communication skills. - Excellent customer service skills. - PC skills with MS Office Suite experience. - Ability to manage multiple tasks. - Organizational skills. - Working knowledge of MFD equipment. - Knowledge of shipping/receiving procedures. - Ability to determine correct packing methods and validate packing slips. Qualifications and Education Requirements: - High School Diploma (or equivalent) required. - 1+ years prior work experience in warehouse, shipping and receiving preferred. - Ability to work assigned hours. - Excellent organizational and time management skills. - Analytical and problem-solving abilities. - Written and verbal communication skills. - Ability to learn computer-based systems required for the position. - Professional appearance and adherence to policies and procedures. Physical Demands: - Fine and gross motor skills to grasp, lift, and move packages using wheeled carts (up to 60 lbs capacity). - Ability to walk, bend, kneel, stand, or sit for extended periods. - Manual dexterity for operating office machinery. - Ability to lift or move 40 lbs or greater frequently. Travel: None or negligible. What We Offer: Career Growth opportunities. Learning & Development programs. Employee recognition programs. Comprehensive benefits including Medical, Dental, Vision, HSA, 401k with matching, Paid Time Off, insurance options, education discounts, and additional voluntary benefits. Note: Benefit offerings may vary for positions under 30 hours per week.

🏢 Summary: On-site Service Delivery Supervisor role overseeing lockbox processing operations, supervising teams across multiple projects, and ensuring daily service delivery, client satisfaction, and compliance with operational standards. The position combines hands-on operational management with staff leadership, performance monitoring, and continuous process improvement. Offers competitive compensation and comprehensive benefits. 🗂️ Requirements: 3+ years of related office experience, Previous management/supervisory experience overseeing 5–10 employees, Experience in hospitality services (preferred), Ability to manage daily lockbox processing operations, Exceptional computer skills, Ability to work independently with minimal direction, Ability to lift and move 40 lbs frequently, Manual dexterity to operate office equipment, Strong understanding of selling skills, Strong integrity and business ethics 📃 Skills: Lockbox, Metrics, Productivity, Quality, Office, DataEntry, Greenhouse, Computer, Reporting, Scheduling 🏢 Description: We have an excellent opportunity for an experienced Service Delivery Supervisor to oversee lockbox processing operations. SPS offers a competitive benefits package including paid time off, paid holidays, medical, dental, vision, legal and life insurance, transit program, referral bonuses, pet insurance, EAP, tuition discounts and a 401K with company match. Description: The Service Delivery Supervisor (SDS) is responsible for overseeing all areas of Lockbox Processing. This role provides leadership and functions as a working supervisor by guiding and directing lockbox activities. The position sits on-site with the client and may oversee multiple sites or projects. Responsibilities include daily service delivery, employee management, overall customer satisfaction, and adherence to company policies. The supervisor acts as the primary daily client contact in coordination with the Service Delivery Manager while overseeing all onsite supervisory functions. Overall, this position continuously offers the highest level of service to client and employees while maintaining a professional image by providing prompt, courteous, and efficient service. What You Will Do: - Lead and supervise daily lockbox processing activities to ensure operational efficiency - Ensure compliance with agreed-upon service levels - Monitor staff productivity and quality metrics - Organize and assist in control of assigned project work - Ensure standards and procedures are followed - Communicate effectively with team members and management - Support staffing and schedule planning - Train and mentor staff to ensure adherence to procedures and best practices - Analyze monthly metrics and implement improvements - Drive change and innovation to improve business processes - Participate in succession planning at the site Requirements: - 3+ years of related office experience (hospitality services experience preferred) - Previous supervisory experience managing 5–10 employees - Exceptional computer skills - Ability to work independently with minimal direction - Ability to perform physical duties including lifting and moving 40 lbs - Manual dexterity for operating office machinery and performing data entry - Strong understanding of selling skills - Strong integrity and solid business ethics Physical Demands: - Ability to grasp, lift, carry, or move packages using a wheeled cart (up to 60 lbs capacity) - Ability to walk, bend, kneel, stand, or sit for extended periods - Manual dexterity to operate office machinery and input data while on the phone - Specific vision abilities including close and distance vision, focus adjustment, and color differentiation Travel: None or negligible Compensation: The expected compensation is $27 per hour. Final offer depends on skills, experience, and job-related factors. Benefits: - Career growth opportunities - Learning and development programs - Employee recognition programs - Comprehensive benefits including Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. The Greenhouse applicant tracking system is used and does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy.

🏢 Summary: Entry-level digital document processing role focused on classifying, validating, and processing scanned documents with high accuracy in a production environment. The position requires strong data entry skills, attention to detail, and adherence to SLAs, compliance standards, and confidentiality policies. Offers career growth, learning opportunities, and a comprehensive benefits package. 🗂️ Requirements: High school diploma or equivalent, High-volume data entry experience, Fast and accurate alphanumeric typing skills, Strong attention to detail, Ability to work in a production environment, Ability to meet or exceed deadlines, Compliance with SLAs, regulations, and company policies, Ability to maintain confidentiality and data privacy 📃 Skills: DataEntry, Typing, Alphanumeric, DocumentImaging, Scanning, QualityControl, SLA, DataProcessing 🏢 Description: Digital Document Specialist Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership The ideal candidate will: - Have a minimum high school diploma or equivalent. - Possess strong attention to detail and high-volume data entry experience. - Demonstrate fast, accurate alpha-numeric typing skills. - Be comfortable working in a production environment and with technology. - Show willingness to adapt and learn new technologies. - Take initiative and pride in their work. - Thrive in a team environment and be motivated by results. - Be capable of meeting or exceeding deadlines. - Have familiarity with document imaging software (desired but not required). Key responsibilities include: - Classifying scanned documents by checking form fields and inputting information into pre-defined fields. - Ensuring the quality of scanned documents. - Processing documents while maintaining accuracy as guaranteed in client Service Level Agreements (SLAs). - Matching corresponding paperwork to accounts and applying appropriate business rules. - Adhering to all governmental regulations and company policies and procedures. - Protecting organizational assets and maintaining privacy and confidentiality. - Upholding ethical standards and complying with business principles. - Assisting in other operational areas as needed. WHAT WE OFFER Career 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 opportunities. Learning & Development: A work culture of learning so that you can develop to be the best at what you do. We Recognize Talent: A variety of recognition programs for all levels of employees. Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and 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.

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.