client service associate

SPS Global

<p>Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership<br/></p><p>Schedule: Monday&ndash;Friday | 8:00 AM &ndash; 5:00 PM<br/></p><p>Keep Operations Running Smoothly Behind the Scenes<br/></p><p>If you're hands-on, organized, and thrive in a fast-paced environment, this role is for you. As a Client Services Associate, you'll support daily office operations through mail handling, print services, and workplace coordination.<br/></p><p>From managing deliveries to maintaining essential supplies, your work ensures the office runs efficiently and teams have what they need to stay productive.<br/></p><p>Why This Role Matters<br/></p><p>This role plays a key part in maintaining the flow of daily operations. By ensuring accurate mail distribution, timely processing of requests, and well-managed workspaces, you help create a reliable and efficient environment.<br/></p><p>What You'll Do<br/></p><p>Mail &amp; Shipping Operations<br/></p><p>Receive, sort, and distribute inbound mail and packages.<br/>Process outgoing shipments using postage and shipping systems.<br/>Track deliveries and maintain accurate records using scanning tools and tracking systems.<br/>Respond to inquiries related to mail and package status.<br/></p><p>Print &amp; Office Support<br/></p><p>Fulfill basic print and document requests.<br/>Provide light support for copier equipment, including toner replacement and upkeep.<br/></p><p>Workplace &amp; Inventory Support<br/></p><p>Monitor and replenish paper and office supplies in copy/mail areas.<br/>Maintain clean, organized mailrooms and service areas.<br/>Assist with meeting room setups, office moves, and workplace support tasks as needed<br/></p><p>Operational Support<br/></p><p>Communicate with employees regarding deliveries and service requests.<br/>Crosstrain across mailroom functions and support additional operational needs.<br/>Follow all safety, security, and company procedures.<br/>Assist with additional tasks as assigned.<br/>What You Bring<br/>Strong communication and customer service skills<br/>Ability to work independently and stay organized<br/>Familiarity with shipping/receiving processes (preferred)<br/>Comfort using basic office systems and Microsoft Office<br/>Hands-on, reliable, and adaptable in a dynamic environment<br/>Qualifications<br/>High school diploma or equivalent required<br/>2+ years of relevant experience preferred<br/>Experience with handheld scanners, pallet jacks, or carts (preferred)<br/>Ability to work assigned hours, including occasional overtime<br/>Physical Requirements<br/>Ability to lift and move packages (20&ndash;40 lbs. frequently; up to 60 lbs. with carts)<br/>Ability to stand, walk, bend, and move throughout the day<br/>Comfortable working in varying environmental conditions<br/>Ability to perform manual tasks and operate office equipment<br/></p><p>WHAT WE OFFER<br/></p><p>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!<br/>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!<br/>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!<br/>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 w/ matching, Entertainment Discounts, &amp; Paid Time Off.<br/>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.<br/></p><p>About SPS<br/></p><p>SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.<br/></p><p>At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.<br/></p><p>SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.<br/></p><p>Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.<br/></p><p>To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation.<br/></p><p>SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.<br/></p><p>To view our privacy policy, click on the link below: Data Privacy Statement<br/></p><p>Acknowledgement Section: By submitting an application, by hitting &quot;Submit Application&quot;, you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.<br/></p>

Client Service Associate (Mail and Office)

Equitable

<div><div><p><b>Producer Assistant</b></p>
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Primary Location</b> <b>:</b> UNITED STATES-FL-Miami</div><div><b>
Organization</b> <b>:</b> Equitable</div><div><b>
Schedule</b> <b>:</b> Full-time</div><div></div><div><p><b><br>
About the Role</b></p><p>
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we&rsquo;ve honed since 1859.</p><p>
Equitable is seeking a dynamic and detail oriented Producer Assistant to join our Miami, FL team. In this role, you will be a key partner to our Producer(s), helping deliver a seamless, high quality experience to our clients. You&rsquo;ll serve as a primary point of contact, manage schedules and client communications, and play a critical role in preparing financial planning materials, processing account applications, and supporting investment transfers.</p><p>
The Paraplanner plays an integral role in supporting Financial Advisors by delivering high quality operational, planning, and client service support. This position partners closely with advisors, internal teams, and clients to ensure efficient execution of service requests, accuracy of documentation, and a consistently positive client experience. The Paraplanner enables advisors to focus on relationship management and strategic planning while ensuring day to day operations are handled with precision and care.</p><p><b>
What You'll Be Doing</b></p><ul><li>
Serve as the primary point of contact by answering, screening, and directing incoming calls with professionalism and discretion</li><li>
Manage and organize calendars for Associates/Producers, ensuring schedules are accurate and conflict free</li><li>
Coordinate all logistics for client meetings, including client materials, appointment reminders, and conference room reservations</li><li>
Track and follow up on new business submissions within three business days; identify and resolve omissions promptly</li><li>
Maintain accurate records through timely filing, contact history updates, and correspondence tracking</li><li>
Provide administrative client service support, including address and beneficiary updates</li><li>
Support recurring meetings, reports, and special projects using Microsoft Word, Excel, and PowerPoint</li><li>
Handle incoming and outgoing correspondence; review, route, and draft responses as needed</li><li>
Maintain strict confidentiality while exercising sound judgment when interacting with clients, visitors, and financial professionals</li><li>
Assisting the accountant for tax preparation</li><li>
Marketing</li><li>
RMD's</li><li>
Updating Pinpoint with all annual advisory reviews</li><li>
Preparing documents for audits</li><li>
Licensing</li></ul><p></p><p><br>
The base salary range for this position is $40,000 - $50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.</p><p>
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below.</p><p><b>
Equitable Pay and Benefits</b>: Equitable Total Rewards Program</p></div><div></div><div><div><b><br>
What You'll Bring</b></div><div></div><div><br>
Required Qualifications:</div><ul><li>
Associate degree or 2+ years of professional administrative experience in an office environment</li><li>
Highly organized, detail oriented, and able to manage multiple priorities with confidence</li><li>
Strong communicator who thrives in a fast paced, team based setting</li><li>
Proven ability to support a Producer Group while maintaining accuracy under heavy workloads</li></ul><div></div><div><br>
Preferred Qualifications:</div><ul><li><div>
Prior experience supporting Financial Advisors or Wealth Management teams</div></li><li><div>
Knowledge of investment, insurance, or financial planning products</div></li><li><div>
Experience working in a regulated or compliance driven environment</div></li></ul><div></div><p><b><br>
Skills</b><br>
<b>Communication:</b> Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.<br>
<b>Confidentiality:</b> Knowledge of practices and policies governing disclosure of information about the organization, its business activities, and employees; ability to apply this knowledge appropriately to diverse situations.<br>
<b>Managing Multiple Priorities:</b> Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.<br>
<b>Project Administration:</b> Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.<br>
<b>Project Management:</b> Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.</p><p><b>
ABOUT EQUITABLE</b></p><p>
At Equitable, we&rsquo;re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.</p><p>
We turn challenges into opportunities by thinking, working, and leading differently &ndash; where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.<br>
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We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.<br>
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We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.<br>
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.<br>
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NOTE: Equitable participates in the E-Verify program.<br>
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If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.</p></div></div><div></div>

Producer Assistant

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
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<div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.<br>
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<div>As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts &ndash; helping clients achieve their financial goals.<br>
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<div><b>Job Responsibilities</b>
</div><div><div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.</li>
<li>Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; introducing them to our team of experts to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul></div></div></div></div></div></div><div></div><b>ABOUT US</b><br>
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<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
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<b>ABOUT THE TEAM</b><br>
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<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.<br>
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<div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

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