Service Operations Associate (San Diego, CA)

🏢 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 an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options

🏢 Summary: Entry-level Financial Planner role within a centralized Financial Planning Group, responsible for preparing comprehensive financial plans and analyses to support Wealth Management Teams. The position focuses on document analysis, data management, and use of financial planning software to deliver customized client plans. Ideal for candidates beginning their CFP® path and seeking to build technical expertise in financial planning. 🗂️ Requirements: Bachelor’s degree (Financial Planning, Business, Economics, Psychology, Finance or related), CFP® coursework started, Proficiency in MS Word, Excel, PowerPoint, Outlook, Experience with Salesforce and financial planning software, Strong analytical and organizational skills, Ability to manage multiple priorities and meet deadlines, Customer service orientation, Ability to travel up to 10%, Availability during standard business hours 📃 Skills: Excel, Word, PowerPoint, Outlook, Salesforce, eMoney, Morningstar, SS Analyzer, CRM, portfolio analysis, tax planning 🏢 Description: Job Summary: Financial planning is the foundation of the organization. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. Essential Job Functions: - Prepare financial plans for prospective clients and existing clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. - Work with the sales team and advisors to collect documents from clients to prepare the financial plan. - Use financial planning tools (eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients. - Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness. - Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations. - Keep current on financial planning topics including cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. - Assist with creating and implementation of workflows and procedures to improve efficiency and enhance team processes. Required Knowledge, Skills and Abilities: - Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related). - Has begun CFP® coursework. - At least 1 year of financial industry related experience preferred. - Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred. - Excellent verbal, written, analytical and organizational skills. - Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment. - Customer service orientation, coachable, and eager to learn. - Highly flexible and able to maintain confidentiality. - Ability to travel up to 10%. 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. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel up to 10% of the time. 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 HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and per pay period match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Client-facing Wealth Advisor role managing and growing a book of 150–250 clients, delivering comprehensive financial planning and investment guidance within a team-based environment. The position focuses on client retention, onboarding new clients, asset growth, and presenting financial planning modules across investments, tax, estate, and insurance. Offers competitive base salary, bonus potential, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning concepts and financial products, Experience managing client relationships and investment portfolios, Ability to generate and review performance reports, Proficiency with Microsoft Office suite, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, TaxPlanning, EstatePlanning, Insurance, AssetAllocation, PortfolioAnalysis, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of the firm's leadership to support region-wide business development and client service efforts. Essential Job Functions: - Function as the primary trusted advisor to a book of 150–250 Wealth Path clients - Ensure client retention and bring in additional assets to transition clients into Custom Wealth - Onboard or transition 10–50 new clients annually to build a book of up to 250 clients - Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and financial planning - Analyze, draft, edit, deliver, and present financial planning modules to clients - Manage client communications and coordinate with clients' other advisors - Ensure adherence to company standards of client care, annual meetings, referrals, and retention - Attend workshops or lectures and speak to potential clients when required - Implement company policies and procedures Required Knowledge, Skills and Abilities: Education: - Bachelor’s degree from an accredited institution (Business, Economics, Accounting, Finance preferred); Master’s degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation required - Additional certifications such as ChFC, PFS, CFA, or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training in financial planning - Ability to generate and review performance reports and present recommendations - Advanced knowledge of financial planning software and comparison tools - Strong understanding of investments, asset allocation, and portfolio analysis - Expert use of Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, and Docusign - Comprehensive understanding of compliance requirements - Ability to manage multiple priorities and work independently - Ability to travel up to 50% for client meetings and trainings Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment; standing and sitting at assigned workstation. Travel up to 50% for client needs and trainings. Compensation and Benefits: Annual base salary range of $85,000–$145,000 USD, plus eligibility for annual bonus and incentive compensation. Comprehensive benefits package includes: - Medical, dental, and vision coverage - Life and AD&D insurance - Short- and long-term disability insurance - 401(k) retirement plan with Traditional and Roth options and employer match - Health Savings Account (HSA) with company contributions - Paid holidays (including a full week at Thanksgiving) and generous PTO - Paid parental leave and family medical leave - Adoption assistance reimbursement - Employee Assistance Plan - Dependent Care Savings Account - Pet insurance - Personalized financial planning at preferred employee pricing

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: The Client Services Associate delivers on-site mailroom, shipping/receiving, office support, and front desk coverage while ensuring high service standards. The role includes handling inbound/outbound mail, maintaining office equipment and supplies, supporting meetings, and performing light maintenance. This position requires strong organizational skills, customer service focus, and proficiency with office systems and equipment. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Working knowledge of multi-function devices (MFD), Proficiency in MS Office Suite, Ability to operate office machinery, Ability to lift 40 lbs or more frequently, Ability to manage multiple tasks simultaneously, Strong organizational and time management skills, Ability to work assigned hours, Professional appearance and adherence to policies 📃 Skills: MSOffice, MFD, Shipping, Receiving, DataEntry, Inventory, Copying, Printing, Packaging, ComputerSystems 🏢 Description: Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), ensuring copy/print machines are functional and stocked, serving as backup to the front office (reception/concierge), and providing light maintenance/cleaning. This position offers the highest level of service to all employees while maintaining a professional image by providing prompt, courteous, and efficient service. Duties and Responsibilities: - Provides 5-star customer service to all employees. - Receives inbound mail/packages, sorts incoming mail, and inputs into chain of custody software. - Manages outgoing mail/package transactions. - Performs shipping and receiving duties. - Notifies employees upon receipt of inbound deliveries. - Distributes mail/packages to personnel. - Acts as point of contact for mail/package inquiries. - Performs daily key operations of multi-function devices (ensuring functionality and replenishing toner/paper). - Submits work orders as required. - Services and replenishes pantry, conference, kitchen, and meeting areas. - Performs meeting and conference room setups. - Assists with building occupant moves. - Performs light maintenance and cleaning duties. - Maintains Business Service Center area in a neat and orderly fashion. - Monitors and replenishes office supplies. - Assists with copy/print orders and equipment monitoring. - Trains backup staff on policies and procedures. - Provides reception/concierge coverage as needed. Competencies: - Strong verbal and written communication skills. - Excellent customer service skills. - PC skills with MS Office Suite experience. - Ability to handle multiple tasks simultaneously. - Good organizational skills. - Working knowledge of MFD equipment. - Knowledge of shipping/receiving procedures. - Ability to validate packing slips and select proper packing materials. Qualifications and Education Requirements: - High School Diploma (or equivalent) required. - 1+ years prior work experience preferred. - Excellent organizational and time management skills. - Analytical and problem-solving abilities. - Current knowledge or ability to learn required computer-based systems. - Professional appearance and attitude. - Adherence to company policies and procedures. Physical Demands: - Ability to grasp, lift, and move packages using a wheeled cart (up to 60 lbs capacity). - Ability to lift or move 40 lbs or more frequently. - Ability to walk, bend, kneel, stand, and sit for extended periods. - Manual dexterity for operating office machinery. Travel: None or negligible. Pay Range: $18.50—$19.50 USD What We Offer: - Career growth opportunities. - Learning and development programs. - Employee recognition programs. - Comprehensive benefits including Medical, Dental, Vision, HSA, 401k with matching, Life Insurance, Disability coverage, Paid Time Off, and additional supplemental benefits.

🏢 Summary: The offer is for a Client Services Associate responsible for delivering on-site office and mailroom support, including mail processing, shipping and receiving, office supply management, and front desk backup. The role focuses on providing high-level customer service while ensuring business service center operations run smoothly. It combines operational, administrative, and light facility support duties in a client-facing environment. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Experience with MS Office Suite, Ability to operate multi-function devices (MFDs), Ability to use computer-based systems for mail tracking and job functions, Ability to validate packing slips and select appropriate packing materials, Ability to lift 40 lbs or more frequently, Ability to work assigned hours set by manager, Strong organizational and time management skills, Ability to work independently and follow policies and procedures 📃 Skills: MSOffice, MFD, MailProcessing, Shipping, Receiving, CopyPrint, ComputerSystems, ChainOfCustodySoftware 🏢 Description: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies employees upon receipt of inbound deliveries. Distributes mail/packages to company personnel. Acts as point of contact for company personnel on mail/package inquiries. Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper). Submit work orders for certain requests. Service and replenish the barista, pantry, conference, kitchen, or meetings areas. Will perform meeting room and conference room set ups. May perform building occupant moves within assigned facilities. Will perform light maintenance and cleaning duties as assigned. Maintains the Business Service Center area in a neat and orderly fashion. Monitors level of office supplies on the floor, and replenishing and orders accordingly. Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality. Proactively seeks out additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains back-up and providing guidance on policies and procedures. Determines what additional support is needed when handling sensitive inquiries. Provides exceptional customer service to client. Provides reception or concierge (front of office) coverage as needed. Competencies: Strong verbal and written communication skills. Excellent customer service skills. PC skills MS Office Suite experience. Ability to handle multiple tasks simultaneously. Good organizational skills. Working knowledge of MFD equipment. Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions. Possesses ability to work independently and capable of completing projects. Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. Qualifications and Education Requirements: High School Diploma (or equivalent) required. 1+ years prior work experience preferred. Ability to work assigned work hours determined by manager. Excellent organizational and time management skills. Analytical abilities and aptitude in problem-solving. Superb written and verbal communication skills. Current knowledge or ability to learn computer-based systems required for functions of position. Required to maintain an overall professional appearance and attitude. Adhere to all policies and procedures required. Physical Demands: Approximately 50% of the time this position requires the below physical demands. Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.). Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! Learning & Development: We promote a work culture of learning so that you can develop to be the best at what you do. We Recognize Talent: We offer a variety of recognition programs for all levels of employees. Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

🏢 Summary: The 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.