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: Full-time onsite Client Services Associate role supporting mailroom operations, office services, inventory management, hospitality, and reception functions in a fast-paced workplace environment. The position focuses on maintaining smooth daily operations, handling shipping and receiving tasks, supporting meeting spaces, and delivering professional customer service. 🗂️ Requirements: High School Diploma or equivalent, 1+ year experience in customer service, office support, or similar role, Strong communication skills, Strong multitasking skills, Ability to learn new systems and processes, Professional appearance and demeanor, Ability to lift and move 40–60 lbs, Ability to operate common office equipment 📃 Skills: Mailroom, Logistics, Inventory, Shipping, Receiving, Reception, Hospitality, Printers, Warehouse, Tracking 🏢 Description: Client Services Associate We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors. Quick Facts - Full-time onsite role - Compensation range: $18–$20 USD About the Role As a Client Services Associate, you'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage. This position is ideal for someone who excels in a fast-paced environment, loves helping others, and takes pride in maintaining a polished, organized workspace. What You'll Do Mailroom Operations - Receive, sort, and distribute all inbound mail and packages - Process outbound mail, shipments, and tracking documentation - Maintain accurate chain-of-custody records - Notify employees of incoming deliveries and coordinate pickup Warehouse & Logistics - Perform shipping and receiving tasks for supplies, materials, and equipment - Verify packing slips, inspect shipments, and report discrepancies - Organize and maintain warehouse areas for cleanliness and efficiency - Load/unload items using proper safety techniques Office Operations - Monitor and restock office supplies - Ensure printers/MFDs are functional and stocked - Keep the Business Service Center neat and organized - Submit and follow up on work orders Inventory & Supplies - Monitor stock levels of office and warehouse supplies - Replenish inventory and support ordering when needed - Keep storage areas neat and labeled for easy access Hospitality & Facilities Support - Set up meeting and conference rooms - Support pantry, barista, or kitchen areas - Perform light cleaning and maintenance tasks - Assist with internal office moves Reception & Customer Support - Provide backup front desk/reception coverage - Deliver friendly, professional service to employees and guests - Handle sensitive or urgent requests with discretion What You Bring - High School Diploma or equivalent - 1+ year of experience in customer service, office support, or similar preferred - Strong communication and multitasking skills - A proactive, solutions-oriented mindset - Comfort learning new systems and processes - Professional appearance and demeanor Physical Requirements - Ability to lift/move 40–60 lbs - Frequent walking, bending, standing, and light manual activity - Ability to operate common office equipment Why You'll Love Working With Us - Supportive team culture - Opportunities to learn and grow - A role with high visibility and daily impact - A chance to be the go-to person who keeps everything running smoothly 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 Pet Insurance - Group Home and Auto Insurance - Employee Assistance Program - Short Term Disability - Life Insurance - Education Discounts - 401k with matching - Entertainment Discounts - Paid Time Off

🏢 Summary: The offer is for a Mailroom Associate responsible for managing inbound and outbound mail, shipping and receiving, and supporting daily operations of an onsite business service center. The role focuses on accurate mail processing, equipment operation, record keeping, and providing high-level customer service to employees. It also includes reception and hospitality support as needed. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Experience with MS Office Suite, Ability to operate mailroom and MFD equipment, Ability to lift 40 lbs or more frequently, Ability to manage multiple tasks simultaneously, Current knowledge or ability to learn computer-based systems, Adherence to company policies and procedures, Ability to work assigned hours determined by manager 📃 Skills: MSOffice, MFD, PostageMeter, Photocopier, MailFoldingMachine, ChainOfCustodySoftware, Shipping, Receiving 🏢 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 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. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. The company uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range: $22.64—$22.64 USD 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: 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: 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.

🏢 Summary: Manager, Client Service role overseeing client service teams within a financial advisory environment, combining people management, operational oversight, and hands-on client service responsibilities. The position focuses on improving team productivity, ensuring exceptional client experience, and serving as a subject matter expert on complex financial account topics. Offers competitive compensation, incentive eligibility, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), Minimum 2 years financial industry experience, Minimum 2 years client-facing experience, Ability to manage and develop team members, Proficiency with financial planning software, Proficiency with Salesforce, Proficiency with MS Office Suite 📃 Skills: Salesforce, MSOffice, FinancialPlanningSoftware, HRSystems, Timekeeping, PerformanceManagement, 10b5-1, RMD, TaxLossHarvesting, CashAudits 🏢 Description: Job Summary: The Manager, Client Service works collaboratively with the Director, Client Service on: team member management and development, increasing overall productivity of direct reports, promoting excellence in servicing the existing client base with efficiency and attention to detail, and performing Client Service Specialist responsibilities. Responsibilities: People Management - Participate in the hiring, training, mentoring and supervision of all Client Service Specialists, Client Service Coordinators and Interns in an office - Maximize talent via employee development and coaching - Facilitate a strong team culture and sharing of best practices across an office or team - Partner with Client Service Leadership Team to facilitate ongoing CSS training and development - Handle all manager functions in the HR system including timekeeping, PTO requests, and performance reviews for direct reports Operations Management - Optimize productivity by coordinating Client Service Specialist coverage and prioritizing workflow within the office - Ensure an exceptional client experience in the office/team - Act as a local contact for operational issues or challenges - Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers - Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits Leadership - Directly impact growth and client retention and monitor progress toward team goals - Participate as a member of the senior manager's leadership team to contribute to local strategy decisions - Coordinate team meetings and events - Identify scalable solutions and process improvements and collaborate with relevant departments to update processes - Support Branch Operations on new projects and initiatives - Support Learning and Development on Client Service Specialist trainings - Office management responsibilities as assigned Requirements: Education: - Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: - Minimum 2 years of financial industry related experience - Minimum 2 years of client-facing experience - Experience interacting with individuals at all income levels in a professional and confidential manner Certifications: - Notary designation a plus Job Skills: - Self-motivated and well-organized with ability to work independently and in a team - Excellent verbal, written, analytical and organizational skills - Technical and analytical ability with multi-tasking and project management skills - Proficiency with financial planning software, Salesforce and MS Office Suite - Flexible, reliable, trustworthy, and able to maintain confidentiality Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment with assigned workstation. Compensation: - Base Pay Range: $100,000—$110,000 USD - Eligible for incentive compensation programs 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 one Traditional Co-Pay plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions (for HDHP enrollment) - Two Dental plans - Vision Insurance - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits combining STD and Parental Leave - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and employer match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Airport Ground Operations/Customer Service leadership role focused on supervising cross-utilized agents, coordinating daily airport operations, ensuring safety and regulatory compliance, and supporting customer service activities. The position includes hands-on operational duties such as baggage handling, aircraft support, training coordination, and operating ground equipment in a fast-paced airport environment. 🗂️ Requirements: High School Diploma/GED, Minimum 1 year customer service experience, Airline industry experience, Authorization to work in the US, Pass criminal background check, Valid driver’s license, Minimum age of 18, Ability to read, write, and speak English, Ability to work flexible schedules including nights, weekends, and holidays, Ability to operate airport ground equipment, Ability to lift, push, pull, or carry up to 300 lbs 📃 Skills: FAA, CustomerService, GroundOperations, Security, Commissary, Training, BaggageHandling, Marshalling, Pushback, Deicing, Tractors, Tugs, BeltLoaders, OfficeEquipment 🏢 Description: Summary This position is responsible for overseeing and providing operational support to airport Ground Operations/Customer Service (Cross-Utilized) Agents consistent with company policy and federal and state regulations. Responsibilities include ground operations, aircraft cleaning, security, operations, and commissary duties as required. Minimum Requirements • Combination of education and experience will be considered • Must be authorized to work in the US as defined by the Immigration Act of 1986 • Must pass a Criminal Background Check • Education: High School Diploma/GED • Minimum one (1) year customer service experience • Airline industry experience Preferred Requirements • Knowledge of customer service and ground operations procedures • Basic computer skills • General knowledge of office equipment • People-oriented with a positive and friendly attitude • Professional communication skills with internal and external customers • Well groomed and adheres to dress code policy • Ability to work efficiently under time constraints • Willingness to work flexible schedules including nights, weekends, and holidays • Must be at least 18 years of age and possess a valid driver’s license • Ability to read, write, and speak English Job Duties • Coordinate and direct duties and activities of Customer Service/Ground Operations agents • Interface with supervisors, leads, and departments to resolve service issues and ensure quality of service • Ensure adherence to company safety rules including dangerous goods handling and awareness • Report safety hazards and incidents to supervisor • Perform functions of a Customer Service/Ground Operations Agent • Work flexible hours including nights, weekends, holidays, and irregular operations • Assign employees to specific job functions as needed • Provide information on arrival and departure times, boarding procedures, carry-on regulations, and seating arrangements • Ensure FAA, company, and airport regulations are followed • Assist customers with special needs during boarding • Load and unload baggage and co-mail from aircraft and airport baggage areas • Marshal planes and push back aircraft • Operate heavy motorized machinery and equipment including tugs, tractors, belt loaders, bag carts, push-back tractors, and deicers • Lead and motivate team members • Coordinate and provide training for employees including new hires and recurrent training • Other duties as assigned Physical Requirements The role requires standing, sitting, talking, hearing, seeing, reaching, stooping, kneeling, climbing, and using hands and fingers to operate tools and equipment such as hand trucks, carts, ramps, and tugs. May be required to lift, push, pull, or carry up to 300 lbs. Exposure to heights, confined spaces, extreme noise, varying temperatures, wind, and light fluctuations is expected. Ability to wear personal protective gear and work various shifts in a 24-hour environment is required. Benefits Full Time Benefits: • Profit Sharing • Medical/Dental/Vision/Life/Disability Insurance • Medical Travel Reimbursement • Legal, Identity and Pet Insurance • 401K with employer match • Employee Stock Purchase Plan • Employee Assistance Program • Tuition Reimbursement • Flight Benefits • Paid vacation, holidays, and sick time Part Time Benefits: • Profit Sharing • Medical Travel Reimbursement • Legal, Identity and Pet Insurance • 401K with employer match • Employee Stock Purchase Plan • Employee Assistance Program • Tuition Reimbursement • Flight Benefits • Sick time

🏢 Summary: Full-time Administrative Assistant role supporting a correctional healthcare department by handling clerical, bookkeeping, scheduling, and medical records functions under the supervision of the Health Services Administrator. The position involves managing EHR and HR systems, coordinating utilization activities, maintaining reports, and ensuring compliance with company policies and accreditation requirements. Offers competitive hourly pay and requires strong technical and organizational skills in a fast-paced healthcare environment. 🗂️ Requirements: High school diploma or GED, Proficient in Microsoft Word and Excel, Minimum typing speed of 45 WPM, Ability to use EHR systems with minimal supervision, Ability to use Rippling system with minimal supervision, Clerical experience in healthcare setting, Ability to manage bookkeeping tasks and expense reports, Capability to handle medical records, claims, and subpoenas, Ability to work in fast-paced environment 📃 Skills: MicrosoftWord, MicrosoftExcel, EHR, Rippling, Bookkeeping, Typing, MedicalRecords, UtilizationManagement, Reporting 🏢 Description: Administrative Assistant – Placer Corrections Pay: $26.96 – $35.48/hr Job Description Under the direct supervision of the Health Services Administrator (HSA), the Administrative Assistant is responsible for performing clerical and administrative tasks to support the healthcare staff and the overall function of the medical department. Job Duties and Responsibilities • Receive and route visitors, inquiries, and issues to the appropriate staff. • Use Microsoft Office applications, including Word and Excel, to prepare reports and correspondence as needed. • Transmit correspondence and medical records via mail, email, or fax. • Perform various clerical and administrative functions, including ordering and maintaining inventory of supplies and sorting and distributing all mail and interoffice correspondence. • Perform bookkeeping duties, including preparation of expense reports and maintenance of petty cash and receipts. • Transmit and maintain all medical claims as required by company policies and procedures. • Transmit and maintain all subpoenas and medical record requests as required by company policies and procedures. • At some sites, may be responsible for staff scheduling. Identify and proactively address potential staffing and employee issues. • Assist the HSA and Director of Nursing (DON) with recruiting efforts, credentialing, scheduling interviews, and processing new hire documentation. • Use all functions and applications of EHR™ relevant to the position with minimal supervision. • Use all functions and applications of Rippling™ relevant to the position with minimal supervision, including correcting employee time punches as needed. • Manage utilization activities, including tracking specialty care referrals, processing off-site referrals, appointments, patient registrations, and transport requests in accordance with company policies and procedures. • Monitor and maintain utilization management queue dashboards, including updating canceled appointments and responding to Awaiting Site Info requests. • Prepare and maintain monthly reports and statistical data as required by company policies, procedures, and contract requirements. • Gather and maintain documentation required for accreditation surveys. • Proactively identify and resolve problems using sound judgment and objectivity. Meet established goals and take responsibility for results and outcomes. • Maintain a fundamental understanding of the organizational structure and appropriately access available resources. • Demonstrate professionalism by maintaining objectivity, exercising self-control under pressure, displaying emotional maturity, maintaining a high degree of integrity, and promoting a positive work environment. • Build proactive working relationships with supervisors, security staff, healthcare staff, patients, vendors, and clients. Establish and maintain professional relationships that foster trust and respect. • Coordinate all monthly, quarterly, and annual meetings in compliance with company policies and procedures. Qualifications (Education, Experience, and Certifications) • High school diploma or GED required. One (1) year of clerical experience in a healthcare setting preferred. A minimum of two (2) years of college coursework is preferred. • Proficient computer skills, including working knowledge of Microsoft Word and Excel, with a minimum typing speed of 45 words per minute. • Strong written and verbal communication skills, sound judgment, and the ability to manage stressful situations effectively. • Ability to perform successfully in a fast-paced and challenging environment. • Must possess the physical and mental capacity necessary to perform the essential functions of the position. Job Type: Full-time Work Location: In Person