Client Services Associate

🏢 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 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 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: 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: 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: 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: Opportunity for a concierge to deliver high-level customer service in a residential community, acting as the primary point of contact for residents and visitors. The role focuses on front desk operations, access control, amenity coordination, and maintaining a welcoming, professional environment. Ideal for candidates with strong service experience and proficiency in Microsoft Office. 🗂️ Requirements: High School Diploma or GED, Strong customer service background, Minimum 1 year concierge or high-end customer service experience, Ability to work weekends, Ability to work holidays, Proficiency in Microsoft Office (Outlook, Word, Excel), Exceptional oral and written communication skills, Ability to multitask and prioritize tasks, Ability to work independently with minimal supervision 📃 Skills: Outlook, Word, Excel, MicrosoftOffice 🏢 Description: Job Overview Join our team as a concierge and become the epitome of hospitality excellence for our residents. As a trusted ambassador of our community, your primary focus will be delivering exceptional customer service and ensuring every resident's needs are met with care and professionalism. From warmly greeting guests to providing personalized assistance, you'll be the friendly, reliable presence our residents depend on. Key Responsibilities - Provide Class "A" customer service – building a good rapport with tenants and going above and beyond whenever possible - Meet and greet all visitors such as tenants, guests and prospects - Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures) - Respond to tenant questions and complaints in a timely manner - Ensure that only authorized individuals enter the building - Manage incoming phone calls and direct them to the appropriate destination - Coordinate reservation for amenity space, loading elevators and loading dock - Complete daily building walks, looking for maintenance items, reorganizing furniture/décor and cleaning up whenever needed - Work scheduled shifts - Perform other duties as needed Qualifications - High School Diploma or equivalent (GED) - Strong customer service background - 1 year of concierge or high-end customer service experience is preferred - Must be able to work weekends - Ability to work holidays required; flexibility to pick up additional shifts as needed - Proficient in Microsoft Office, particularly Outlook, Word and Excel - Outgoing personality with ability to relate to diverse group of people - Self-motivated and high energy - Strong problem-solving skills - Strong sense of urgency - Highly credible and trustworthy, operating with a high degree of integrity - Ability to hold oneself and others accountable and strive for excellence - Positive, can-do attitude with focus on growth and innovation - Customer-focused and results-oriented - Desire to continuously learn and develop - Exceptional oral and written communication skills - Ability to work well in a team and establish good working relationships - Ability to multitask and prioritize tasks with strong attention to detail - Self-directed and able to work independently with minimal supervision Benefits Compensation: - Competitive salary with bonus potential - Generous benefit package: Medical, Dental, Vision, 401K match, Life Insurance Career Development: - Opportunities for advancement within an expanding portfolio - Annual professional development funds Employee Perks (to name a few): - Housing discount - Commuter benefits - Free parking and EV charging - Parental leave program - Friendly work environment that values collaboration *Note: Benefits vary depending on the function of your role.

🏢 Summary: Customer-focused concierge role responsible for delivering high-level hospitality and front desk services to residential tenants and guests. The position involves managing building access, coordinating amenities, handling inquiries, and ensuring a professional and welcoming environment. Ideal for candidates with strong customer service experience and proficiency in Microsoft Office. 🗂️ Requirements: High School Diploma or GED, Strong customer service background, Minimum 1 year concierge or high-end customer service experience, Ability to work weekends and holidays, Flexibility to pick up additional shifts, Proficiency in Microsoft Office (Outlook, Word, Excel), Ability to manage building access and authorized entry, Strong problem-solving skills, Exceptional oral and written communication skills, Ability to multitask and work independently 📃 Skills: Microsoft, Outlook, Word, Excel 🏢 Description: Job Overview Join our team as a concierge and become the epitome of hospitality excellence for our residents. As a trusted ambassador of our community, your primary focus will be delivering exceptional customer service and ensuring every resident's needs are met with care and professionalism. From warmly greeting guests to providing personalized assistance, you'll be the friendly, reliable presence our residents depend on. If you have a passion for creating memorable experiences and enjoy making people's lives easier, this role is a perfect fit. Key Responsibilities Provide Class "A" customer service – Building a good rapport with tenants and going above and beyond whenever possible Meet and greet all visitors such as tenants, guests and prospects Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures) Respond to tenant questions and complaints in a timely manner Ensure that only authorized individuals enter the building Manage incoming phone calls and direct them to the appropriate destination Coordinate reservation for amenity space, loading elevators and loading dock Complete daily building walks, looking for maintenance items, reorganizing furniture/décor and cleaning up whenever needed Work scheduled shifts Perform other duties as needed Qualifications High School Diploma or equivalent (GED) Strong customer service background 1 year of concierge or high-end customer service experience is preferred Must be able to work weekends Ability to work holidays required. Flexibility to pick up additional shifts, as needed Proficient in Microsoft Office, particularly Outlook, Word and Excel Outgoing personality with ability to relate to diverse group of people Self-motivated and high energy Strong problem-solving skills Strong sense of urgency Must be highly credible and trustworthy, and operate with high degree of integrity Must hold oneself and others accountable and strive for a high level of excellence Must have a positive, can-do attitude and be able to fuel growth and innovation Must be customer-focused and results-oriented Must want to continuously learn and develop Exceptional oral and written communication skills Ability to work well in a team establishing good working relationships with others Ability to multitask and prioritize tasks with a strong attention to detail Self-directed and able to work independently, with minimal supervision Benefits Compensation: - Competitive Salary with Bonus Potential - Generous Benefit Package: Medical, Dental, Vision, 401K Match, Life Insurance Career Development - Opportunities for Advancement within our expanding portfolio - Annual Professional Development Funds to fuel your growth Employee Perks (to name a few): - Housing Discount - Commuter Benefits - Free Parking and EV charging - Parental Leave Program - Enjoy a Friendly Work Environment that values collaboration *Note benefits vary depending on the function of your role