{"@context":"https://schema.org","@type":"ItemList","name":"Client Services Associate Job Description and Opportunities","description":"Explore the role of a Client Services Associate, responsibilities, required skills, and career paths. Find out the average salary range and job opportunities for Client Services Associates.","itemListElement":[{"@type":"ListItem","position":1,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-07-21","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.

Pay Range$22.11—$22.11 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

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.

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.

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 law.

To view our privacy policy, click on the link below:

Data Privacy Statement

","hiringOrganization":{"@type":"Organization","name":"SPS","sameAs":"https://www.spsglobal.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Seattle, Washington, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-07-16","description":"Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children’s lives by bringing individualized care to children where they live, work, and play. \n \nOur pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. \nWe are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. \n \nPosition Types Available: Full-Time, In Office/Hybrid \nClient Service Associate responsibilities include:\n<ul>\n\t<li>Coordinates and schedules referrals for new and existing home care services.</li>\n\t<li>Provides continuity of care in coordinating referrals.</li>\n\t<li>Communicates to each caregiver all pertinent information regarding client care.</li>\n\t<li>Keeps caregiver calendars and client information accurate and current.</li>\n\t<li>Communicates to the departmental Director all pertinent information regarding client/caregiver issues.</li>\n\t<li>Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.</li>\n</ul>\nComprehensive Ability to:\n\n<ul>\n\t<li>Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.</li>\n\t<li>Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.</li>\n\t<li>Work with a sense of urgency while maintaining a high level of detail.</li>\n\t<li>Use language that consistently reflects a thorough understanding of the home care industry.</li>\n</ul>\nQualifications:\n\n<ul>\n\t<li>High School Diploma or GED required; college degree is preferred.</li>\n\t<li>Previous experience in recruiting, scheduling, or sales preferred.</li>\n\t<li>Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.</li>\n\t<li>Must possess strong interpersonal and customer service skills.</li>\n\t<li>Must be able to solve complex problems and function effectively in a fast-paced work environment.</li>\n\t<li>Ability to read, write and communicate in English.</li>\n\t<li>Bilingual (Spanish/English) preferred.</li>\n</ul>\nWhat we Offer:\n\n<ul>\n\t<li>A supportive and collaborative work environment.</li>\n\t<li>Opportunity to Join a Rapidly Growing, Fast-Paced Organization!</li>\n\t<li>Comprehensive benefits package, including health, dental, and vision insurance.</li>\n\t<li>Generous Paid Time Off</li>\n\t<li>401K</li>\n\t<li>A chance to make a meaningful impact in the lives of children and families.</li>\n</ul>\nAnnual Salary Range:\n\n<ul>\n\t<li>Full-Time, In Office: $50,000.00 - $60,000.00</li>\n\t<li>Quarterly bonuses</li>\n</ul>\n*Compensation dependent on experience. \n \nLocation: North Brunswick, NJ \n \nIf you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. \n \nCare Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment ","hiringOrganization":{"@type":"Organization","name":"Care Options for Kids","sameAs":"https://careoptionsforkids.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"North Brunswick, NJ","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-07-02","description":"

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.

The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.

At RH we believe deeply that the \"right\" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take \"no\" for an answer. We value team players, people who are more concerned with what's right, rather than who's right.

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury.

YOUR RESPONSIBILITIES

Live Our Vision, Values and Beliefs every day
Greet and welcome RH Clients and assist with any questions or concerns
Assist in connecting clients with the right Associates based on their purchase needs
Assist and communicate with clients in the Gallery, over the phone and through email
Provide an elevated level of client services support to Gallery Partners to resolve client concerns
Become well-versed on RH product and offerings
Create a luxury service experience in every interaction
Exhibit broad understanding of the organization

OUR REQUIREMENTS

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
Ability to recognize and respond to multiple priorities
Strong organizational and time management skills
Strong verbal and written communication skills
Commitment to quality, detail focused on all levels
People and relationship-driven
Commitment to quality, detail-focused on all levels
Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications

OUR PHYSICAL REQUIREMENTS

Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
Ability to maneuver effectively around gallery floor, stock room and office
Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing

Join TBK Bank!

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Summary

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Teller, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

Job Description

The Teller is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Team Culture

At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we’re “Helping People Triumph.”

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time

Profile new and existing customers, suggesting tailored products/services.
Provide exceptional customer service, exceeding expectations.
Open new accounts, ensuring accuracy and timely documentation.
Assist with Stop Payments, Debit Card Orders, and more.
Take initiative to resolve customer issues and provide prompt feedback.
Help maintain customer goodwill and contribute to branch goals.
Professionally refer customers to various bank departments.
Safeguard customer info, adhere to regulations, and maintain security.
Process transactions while maintaining accurate records.
Contribute to local community and bank-sponsored events.

Education & Experience Requirements

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.

Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!

#LI-LG1

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

","hiringOrganization":{"@type":"Organization","name":"Triumph Financial","sameAs":"https://www.tfin.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Davenport, IA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-07-15","description":"Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children’s lives by bringing individualized care to children where they live, work, and play. \n \nOur pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. \nWe are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. \n \nPosition Types Available: Full-Time, In Office/Hybrid \nClient Service Associate responsibilities include:\n<ul>\n\t<li>Coordinates and schedules referrals for new and existing home care services.</li>\n\t<li>Provides continuity of care in coordinating referrals.</li>\n\t<li>Communicates to each caregiver all pertinent information regarding client care.</li>\n\t<li>Keeps caregiver calendars and client information accurate and current.</li>\n\t<li>Communicates to the departmental Director all pertinent information regarding client/caregiver issues.</li>\n\t<li>Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.</li>\n</ul>\nComprehensive Ability to:\n\n<ul>\n\t<li>Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.</li>\n\t<li>Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.</li>\n\t<li>Work with a sense of urgency while maintaining a high level of detail.</li>\n\t<li>Use language that consistently reflects a thorough understanding of the home care industry.</li>\n</ul>\nQualifications:\n\n<ul>\n\t<li>High School Diploma or GED required; college degree is preferred.</li>\n\t<li>Previous experience in recruiting, scheduling, or sales preferred.</li>\n\t<li>Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.</li>\n\t<li>Must possess strong interpersonal and customer service skills.</li>\n\t<li>Must be able to solve complex problems and function effectively in a fast-paced work environment.</li>\n\t<li>Ability to read, write and communicate in English.</li>\n\t<li>Bilingual (Spanish/English) preferred.</li>\n</ul>\nWhat we Offer:\n\n<ul>\n\t<li>A supportive and collaborative work environment.</li>\n\t<li>Opportunity to Join a Rapidly Growing, Fast-Paced Organization!</li>\n\t<li>Comprehensive benefits package, including health, dental, and vision insurance.</li>\n\t<li>Generous Paid Time Off</li>\n\t<li>401K</li>\n\t<li>A chance to make a meaningful impact in the lives of children and families.</li>\n</ul>\nAnnual Salary Range:\n\n<ul>\n\t<li>Full-Time, In Office: $55,000.00 - $65,000.00</li>\n\t<li>Quarterly bonuses</li>\n</ul>\n*Compensation dependent on experience. \n \nLocation: Bala Cynwyd, PA / Hybrid \n \nIf you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. \n \nCare Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment ","hiringOrganization":{"@type":"Organization","name":"Care Options for Kids","sameAs":"https://careoptionsforkids.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bala Cynwyd, PA","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-01","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 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.

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:

Pay Range$23—$24 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & 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.

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.

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.

Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.

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.

To view our privacy policy, click on the link below: Data Privacy Statement

Acknowledgement Section: By submitting an application by hitting \"Submit Application\" 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 my 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.

Job Title: Mailroom Associate

Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.

Job Overview:

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:

Pay Range$18—$19 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

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.

To view our privacy policy, click on the link below: Data Privacy Statement

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

Under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers, by servicing Texas Client Relationship Mailbox. Under supervision, independently reviewing KYC documents for credit facilities. This position requires multi-tasking skills, ability to prioritize assignments, master internal applications, and communicate with customers effectively.

Responsibilities

Following is a summary of the essential functions of this job. Other duties may be assigned and performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Fulfill requests sent into Texas Client Relationship Mailbox by external customers. Have the ability to answer questions and resolve problems. Tasks may include pulling statements, confirm NSF transactions, provide balances, fulfill transfers, process wires, process loan payments, help to communicate with GTS to set up online banking portals, change address, explain account activities, research for suspicious activities, process fraud cases, process credit card applications, etc.
Fulfill requests sent into Texas Client Relationship Mailbox by internal customers. Have the ability to answer questions and resolve problems for Relationship Managers and Portfolio Managers. Tasks may include making transfers, provide forms needed for specific transactions, how to fulfill internal forms for specific transactions, provide loan statements, research loan amount and payment days, provide balance of accounts, refund and waive fees, receive commercial account opening request and collect KYC documents, etc.
Work with internal departments to find answers and resolve problems. Be familiar with the procedures, requirements and personnels of these departments. The internal departments include wire department, loan department, Risk Management, BSA, GL servicing, CSBC customer service, CSBC new accounts, Branch support, physical branches, etc.
Collect and review KYC documents for loans. Be familiar with the KYC requirement to onboard new credit facilities and renewals. Independently review submitted KYC documents for borrowers, guarantors, sponsors and other related parties. This process involves working with borrowers and borrowers associates, internal and external counsels, credit department, relationship managers, portfolio managers, loan closers and loan funders.
Taking ownership of client needs and requests, answer questions and fulfill assignments in a timely manner. Be able to prioritize among tasks.

Qualifications

The minimum requirements listed below are representative of the required knowledge, skills and/or abilities.

Possess basic knowledge of banking operations.
Possess basic knowledge of commercial account structures.
Possess basic knowledge of onboarding procedures of credit facilities.
Good communication skills, both written and verbal, in relating to internal and external clients and contacts.
Strong Customer Service contact handling skills.
Ability to manage high-volume inquiries in a timely manner.
Good organization skills.
Ability to complete all core trainings.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Compensation

The base pay range for this position is USD $18.00/Hr. - USD $24.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.","hiringOrganization":{"@type":"Organization","name":"East West Bank","sameAs":"https://www.eastwestbank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Houston, TX, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-07","description":"

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.

YOUR RESPONSIBILITIES

Live Our Vision, Values and Beliefs every day
Greet and welcome RH Clients and assist with any questions or concerns
Assist in connecting clients with the right Associates based on their purchase needs
Assist and communicate with clients in the Gallery, over the phone and through email
Provide an elevated level of client services support to Gallery Partners to resolve client concerns
Become well-versed on RH product and offerings
Create a luxury service experience in every interaction
Exhibit broad understanding of the organization

OUR REQUIREMENTS

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
Ability to recognize and respond to multiple priorities
Strong organizational and time management skills
Strong verbal and written communication skills
Commitment to quality, detail focused on all levels
People and relationship-driven
Commitment to quality, detail-focused on all levels
Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications

OUR PHYSICAL REQUIREMENTS

Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
Ability to maneuver effectively around gallery floor, stock room and office
Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing

Job Description

About Vanguard

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.

Our Team & Opportunity

Vanguard Australia is seeking a Client Services Associates to join our well-established Personal Investor business to answer client requests and manage interactions to resolve client needs. This role is responsible for delivering a high quality of service to existing and new Vanguard Personal Investor clients and also to service our Vanguard Super members. This is a fast-paced client centered role that requires previous

Core Responsibilities

Serve as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves complex account issues and handles escalated issues from the team and via third-party providers.
Ensures the completion of deliverables for assigned tasks as needed to support the team's daily objectives and oversight activities.
Follows standardized procedures to meet client needs. May conduct research for complex requests.
Documents client and team feedback in support of service improvement efforts within the business.
Recognizes opportunities and recommends process improvements to gain efficiencies and ensure quality.
Uses a consultative approach to position products and services to clients.
Provides support and guidance to other members of the Personal Experience team to achieve highest levels of performance. Assists with training and is cross-trained and able to provide coverage as required.
Develops and maintains proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
Performs day-to-day oversight of third-party providers.
Participates in special projects and performs other duties as assigned.

Qualifications:

Minimum of 2+ years related work experience I the Finance Services within Superannuation or Fund Management Industry.
Experience in client services, preferably in a contact center environment required. Candidates Must have previous phone based experience.
Demonstrated client first mentality, ensuring outcomes are met to deliver top tier service to all clients.
Strong analytical capabilities, research and time management skills. Proficiency in client services and procedures preferred.
Ability to develop and maintain relationships with external providers and internal partners.
Demonstrated ability to function in a fast paced, ambiguous environment working with multiple business partners and diverse responsibilities.
This job may require a regulatory license such as RG146
Undergraduate degree or equivalent combination of training and experience required.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

","hiringOrganization":{"@type":"Organization","name":"Vanguard","sameAs":"https://www.vanguard.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"AUS - Wesley Place, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":11,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-07","description":"

Join TBK Bank!

ESSENTIAL DUTIES and RESPONSIBILITIES

Responsibilities include:

Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money.
Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s expectations.
Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies.
Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
Successfully completes Account/File Maintenance with proper documentation.
Helps customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
Promptly responds to customer’s inquiries and requests regarding account and suggests resolutions for account disputes and other account activity.
Continues to build relationships with current customers to maintain goodwill and gain additional business.
Actively participates in meeting retail branch goals and events.
Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc.
Works professionally with, and generates goodwill between the retail banking department and other internal departments.
Generates new business to assist in meeting established profitability goals.
Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements.
Places holds on accounts for uncollected funds in accordance with regulations.
Monitors customer account activity and transactions in order to identify possible fraud.
Balances currency, coin, and checks in cash drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
Allows customers access to safe deposit boxes following specified procedures.
Assists tellers with balancing daily transactions.
May assist in balancing vault.
Actively participates in daily branch Daily Plan It’s and weekly branch meetings.
Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills.
Protects and safeguards customer information and bank property.
Adheres to all bank and regulatory requirements and participates in required training.
Actively participates in local community and bank sponsored events.
Other duties as assigned.

EXPERIENCE

High school diploma or general education degree (GED) required.
Must be 18 years old
Six to twelve months of bank teller experience preferred
Customer service, sales or cross selling experience desired

SKILLS AND ABILITIES REQUIRE

Excellent communication skills required, both written and verbal
Basic knowledge of Microsoft office, word processing and email systems
Ability to read, write and speak English
Ability to take initiative and work independently
Able to travel to various TBK Bank locations for training and to perform other duties as assigned.

SALARY AND EMPLOYMENT

Pay range dependent on applicable experience and skill level
Company benefits including Medical, Vision, Dental, 401K

HOW TO SUBMIT A RESUME

Qualified candidates, please send your resume in either Microsoft Word or Adobe PDF to: employment@triumphssb.com

Given candidate interest in this position, we may only be able to contact qualified candidates. Thank you in advance for understanding if we do not contact you.

Equal Employment Opportunity Statement: Triumph Bancorp, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

ABOUT TBK Bank, SSB

TBK Bank, SSB, a subsidiary of Triumph Bancorp, Inc. (Nasdaq: TBK), is a Texas-state savings bank headquartered in Dallas, Texas that offers consumer and commercial banking products from our 61 branches throughout Iowa, Illinois, Colorado, Kansas, New Mexico, and Texas. We also serve a national client base through our Triumph Commercial Finance division, which offers factoring, equipment lending, asset based lending, and premium finance solutions for independent insurance agents. We offer discount factoring through our Advance Business Capital LLC, d/b/a Triumph Business Capital subsidiary and insurance through our Triumph Insurance Group, Inc. subsidiary.

Compensation Range

Hourly: $16.06 - $22.01

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

Join TBK Bank!

Position Summary: Responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

ESSENTIAL DUTIES & RESPONSIBILITIES

Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money.
Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s expectations.
Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies.
Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
Successfully completes Account/File Maintenance with proper documentation.
Helps customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
Promptly responds to customer’s inquiries and requests regarding account and suggests resolutions for account disputes and other account activity.
Continues to build relationships with current customers to maintain goodwill and gain additional business.
Actively participates in meeting retail branch goals and events.
Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc.
Works professionally with, and generates goodwill between the retail banking department and other internal departments.
Generates new business to assist in meeting established profitability goals.
Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements.
Places holds on accounts for uncollected funds in accordance with regulations.
Monitors customer account activity and transactions in order to identify possible fraud.
Balances currency, coin, and checks in cash drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
Allows customers access to safe deposit boxes following specified procedures.
Assists tellers with balancing daily transactions.
May assist in balancing vault.
Actively participates in daily branch Daily Plan It’s and weekly branch meetings.
Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills.
Protects and safeguards customer information and bank property.
Adheres to all bank and regulatory requirements and participates in required training.
Actively participates in local community and bank sponsored events.
Performs other duties as assigned.

EXPERIENCE & EDUCATION

High school diploma or general education degree (GED) required.
Must be 18 years old.
Six to twelve months of bank teller experience preferred.
Customer service, sales or cross selling experience desired.

SKILLS & ABILITIES REQUIRED

Excellent communication skills required, both written and verbal.
Basic knowledge of Microsoft office, word processing and email systems.
Ability to read, write and speak English.
Ability to take initiative and work independently.
Able to travel to various TBK Bank locations for training and to perform other duties as assigned.

Compensation Range

Hourly: $16.06 - $22.01

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

","hiringOrganization":{"@type":"Organization","name":"Triumph Financial","sameAs":"https://www.tfin.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"La Junta, CO, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":13,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-06","description":"Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric therapy, nursing, and school-based services. We seamlessly integrate into children’s lives by bringing individualized care to children where they live, work, and play. \n \nOur pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance.\nWe are looking for critical thinker and proactive Client Service Associate in our Tampa, FL office that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. \n \nPosition Types Available: Full-Time, In Office\n\nClient Service Associate responsibilities include:\n\n<ul>\n\t<li>Coordinates and schedules referrals for new and existing home care services.</li>\n\t<li>Provides continuity of care in coordinating referrals.</li>\n\t<li>Communicates to each caregiver all pertinent information regarding client care.</li>\n\t<li>Keeps caregiver calendars and client information accurate and current.</li>\n\t<li>Communicates to the departmental Director all pertinent information regarding client/caregiver issues.</li>\n\t<li>Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.</li>\n</ul>\n\nComprehensive Ability to:\n\n<ul>\n\t<li>Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.</li>\n\t<li>Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.</li>\n\t<li>Work with a sense of urgency while maintaining a high level of detail.</li>\n\t<li>Use language that consistently reflects a thorough understanding of the home care industry.</li>\n</ul>\n\nQualifications:\n\n<ul type=\"disc\">\n\t<li>High School Diploma or GED required; college degree is preferred.</li>\n\t<li>Previous experience in recruiting, scheduling, or sales preferred.</li>\n\t<li>Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.</li>\n\t<li>Must possess strong interpersonal and customer service skills.</li>\n\t<li>Must be able to solve complex problems and function effectively in a fast-paced work environment.</li>\n\t<li>Ability to read, write and communicate in English.</li>\n\t<li>Bilingual (Spanish/English) preferred.</li>\n</ul>\nWhat we Offer:\n\n<ul type=\"disc\">\n\t<li>A supportive and collaborative work environment.</li>\n\t<li>Opportunity to Join a Rapidly Growing, Fast-Paced Organization!</li>\n\t<li>Comprehensive benefits package, including health, dental, and vision insurance.</li>\n\t<li>Generous Paid Time Off</li>\n\t<li>401K</li>\n\t<li>A chance to make a meaningful impact in the lives of children and families.</li>\n</ul>\n\nWage Range:\n\n<ul dir=\"ltr\">\n\t<li>Full-Time, In Office: $21 to $25/hour</li>\n</ul>\n*Compensation dependent on experience. \n \nLocation: 3710 Corporex Park Drive, Tampa, FL 33619 \n \nIf you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. \n \nCare Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. Care Options For Kids hires and promotes individuals solely on the basis of their qualifications for the job to be filled. Care Options For Kids believes that associates should be provided with a working environment which enables each associate to be productive and to work to the best of his or her ability. We do not condone or tolerate an atmosphere of intimidation or harassment based on race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. We expect and require the cooperation of all associates in maintaining a discrimination and harassment-free atmosphere. \n \n*Restrictions Apply","hiringOrganization":{"@type":"Organization","name":"Care Options for Kids","sameAs":"https://careoptionsforkids.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tampa, FL","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-05","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:

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:

Pay Range$23—$24 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

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.

To view our privacy policy, click on the link below: Data Privacy Statement

Acknowledgement Section: By submitting an application, by hitting \"Submit Application\", 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.

Join TBK Bank!

ESSENTIAL DUTIES & RESPONSIBILITIES

Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money.
Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s expectations.
Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies.
Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
Successfully completes Account/File Maintenance with proper documentation.
Helps customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
Promptly responds to customer’s inquiries and requests regarding account and suggests resolutions for account disputes and other account activity.
Continues to build relationships with current customers to maintain goodwill and gain additional business.
Actively participates in meeting retail branch goals and events.
Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc.
Works professionally with, and generates goodwill between the retail banking department and other internal departments.
Generates new business to assist in meeting established profitability goals.
Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements.
Places holds on accounts for uncollected funds in accordance with regulations.
Monitors customer account activity and transactions in order to identify possible fraud.
Balances currency, coin, and checks in cash drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
Allows customers access to safe deposit boxes following specified procedures.
Assists tellers with balancing daily transactions.
May assist in balancing vault.
Actively participates in daily branch Daily Plan It’s and weekly branch meetings.
Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills.
Protects and safeguards customer information and bank property.
Adheres to all bank and regulatory requirements and participates in required training.
Actively participates in local community and bank sponsored events.
Performs other duties as assigned.

EXPERIENCE & EDUCATION

High school diploma or general education degree (GED) required.
Must be 18 years old.
Six to twelve months of bank teller experience preferred.
Customer service, sales or cross selling experience desired.

SKILLS & ABILITIES REQUIRED

Excellent communication skills required, both written and verbal.
Basic knowledge of Microsoft office, word processing and email systems.
Ability to read, write and speak English.
Ability to take initiative and work independently.
Able to travel to various TBK Bank locations for training and to perform other duties as assigned.

Compensation Range

Hourly: $16.06 - $22.01

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

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:

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:

Pay Range$25—$25 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

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.

To view our privacy policy, click on the link below: Data Privacy Statement

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:

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:

Pay Range$25—$25 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

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.

To view our privacy policy, click on the link below: Data Privacy Statement

You are a strategic thinker passionate about driving solutions in Client Services. You have found the right team.

As a Client Services Associate in the Prime Prematching team, you will support unmatched or failed trades for clients trading across markets. You will ensure efficient execution of Pre-matching and Fails management activities while collaborating with various internal and external counterparts. Your role involves maintaining stringent controls in daily trade matching activities across diverse markets.

Job responsibilities:

Process all BAU related activities (Pre-matching) in accordance with agreed SLA.
Agree on all PO’s with counterparties in a timely manner.
Follow up on all high-value trades thoroughly and escalate appropriately.
Prioritize trades while considering CSDR penalties.
Prepare client-specific reports and distribute them among key stakeholders.
Escalate any exceptions involving deviation from SOPs or inability to process work within stipulated Turnaround Time to Functional Leads/Managers/VP immediately upon identification.
Collaborate with Middle offices to increase STP rate for clients.

Required qualifications, skills and capabilities:

Banking experience of 7 years.
At least 2 years’ experience in Pre-matching, Settlements, and Fails management.
Excellent communication skills, both written and verbal.
Strong control mindset.

Preferred qualifications, skills and capabilities:

Ability to coordinate and collaborate with stakeholders across the globe.
Deliver strategic solutions for the client.
Act as the SME within the team and provide guidance and training to FTCs.
Perform root cause analyses on new/recurring issues or control gaps.t.

\n\n

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bengaluru, Karnataka, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":19,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-12","description":"

Job Details

Job Location Lincolnshire IL - Lincolnshire, ILPosition Type Full TimeSalary Range $56000.00 - $76000.00 Salary/yearJob Shift Day

Join our Client Services Team as the friendly, detail-driven powerhouse who keeps advisors and clients connected and supported. If you thrive on juggling tasks, delivering exceptional service, and making a lasting impression in a dynamic financial services setting, this role is made for you.

As a member of the Client Services Team, the Client Services Associate is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach.

*Clients may include individuals, households or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Client Services Associate can expect to focus in the following areas:

Provides first line of contact with clients and prospects with a professional approach.
Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
Supports account opening process with Savant for all prospects and clients in a seamless way.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Facilitate completion of all client applications and transfer documents.
Proofreads reports, documentation, and electronic data for errors.
Assembles materials for client meetings.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
Assists in coordinating RSVPs, planning, and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
Serves as back up to others within Client Services as needed.
Maintains team approach by assisting and filling in for others as requested.

A couple things to note about our Client Services Associate position:

This is a full-time in person position based out of our office in Lincolnshire, IL.
The schedule is Monday – Friday 8:00am – 5:00pm.

The Client Services Associate position typically requires the following qualifications:

Bachelor’s or Associate’s Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
Critical thinking, organized, detail-oriented, and able to multitask
Client first attitude
Effective written and verbal communication skills
Position requires a high level of confidentiality
Team player, collaborative, able to work with and through others

Why Join Us?

Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
We are a team with distinct backgrounds and diverse views.
We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.

The Perks:

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $56,000 - $76,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

\n","hiringOrganization":{"@type":"Organization","name":"Savant Wealth Management","sameAs":"https://savantwealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Lincolnshire IL - Lincolnshire, IL, 60069","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":20,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-12","description":"

Job Details

Job Location Chicago IL Madison Ave - Chicago, ILPosition Type Full TimeSalary Range $56000.00 - $76000.00 Salary/yearJob Shift Day

*Clients may include individuals, households or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.

The Client Services Associate can expect to focus in the following areas:

Provides first line of contact with clients and prospects with a professional approach.
Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
Supports account opening process with Savant for all prospects and clients in a seamless way.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Facilitate completion of all client applications and transfer documents.
Proofreads reports, documentation, and electronic data for errors.
Assembles materials for client meetings.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
Assists in coordinating RSVPs, planning, and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
Serves as back up to others within Client Services as needed.
Maintains team approach by assisting and filling in for others as requested.

A couple things to note about our Client Services Associate position:

This is a full-time in person position based out of our office on Madison Avenue in Chicago, IL.
The schedule is Monday – Friday 8:00am – 5:00pm.

The Client Services Associate position typically requires the following qualifications:

Bachelor’s or Associate’s Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
Critical thinking, organized, detail-oriented, and able to multitask
Client first attitude
Effective written and verbal communication skills
Position requires a high level of confidentiality
Team player, collaborative, able to work with and through others

Why Join Us?

Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
We are a team with distinct backgrounds and diverse views.
We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.

The Perks:

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Savant Capital LLC, is an Equal Opportunity Employer.

\n","hiringOrganization":{"@type":"Organization","name":"Savant Wealth Management","sameAs":"https://savantwealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chicago IL Madison Ave - Chicago, IL, 60606","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":21,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-15","description":"

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.

YOUR RESPONSIBILITIES

Live Our Vision, Values and Beliefs every day
Greet and welcome RH Clients and assist with any questions or concerns
Assist in connecting clients with the right Associates based on their purchase needs
Assist and communicate with clients in the Gallery, over the phone and through email
Provide an elevated level of client services support to Gallery Partners to resolve client concerns
Become well-versed on RH product and offerings
Create a luxury service experience in every interaction
Exhibit broad understanding of the organization

OUR REQUIREMENTS

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
Ability to recognize and respond to multiple priorities
Strong organizational and time management skills
Strong verbal and written communication skills
Commitment to quality, detail focused on all levels
People and relationship-driven
Commitment to quality, detail-focused on all levels
Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications

OUR PHYSICAL REQUIREMENTS

Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
Ability to maneuver effectively around gallery floor, stock room and office
Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing

\nRH is an equal opportunity employer and does not discriminate against any applicant on the basis of race, color, religion, national origin, gender, marital status, age, disability, sexual orientation, military/veteran status, or any other status protected by federal or state law or local ordinance. \n\n
\n\n\n At RH, we are committed to promoting pay equity. Rate of pay is determined based on each individual's experience, qualifications, and the geographic location of the role.","hiringOrganization":{"@type":"Organization","name":"RH","sameAs":"https://rh.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Scottsdale, AZ, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-19","description":"RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.\n\n\n
\n\n\n The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualising and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.\n\n\n
\n\n\n At RH we believe deeply that the \"right\" people are our greatest asset. We value people with high energy, who possess the ability to energise others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take \"no\" for an answer. We value team players, people who are more concerned with what's right, rather than who's right.\n\n\n
\n\n\n Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. \n\n\n
\n\n\n YOUR RESPONSIBILITIES\n\n\n

Live Our Vision, Values and Beliefs every day
Greet and welcome RH Clients and assist with any questions or concerns
Assist in connecting clients with the right Associates based on their purchase needs
Assist and communicate with clients in the Gallery, over the phone and through email
Provide an elevated level of client services support to Gallery Partners to resolve client concerns
Become well-versed on RH product and offerings
Create a luxury service experience in every interaction
Exhibit broad understanding of the organisation

\n\n\n OUR REQUIREMENTS\n\n\n

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
Ability to recognize and respond to multiple priorities
Strong organisational and time management skills
Strong verbal and written communication skills
Commitment to quality, detail focused on all levels
People and relationship-driven
Commitment to quality, detail-focused on all levels
Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications

\n\n\n OUR PHYSICAL REQUIREMENTS\n\n\n

Ability to lift and mobilise small to medium items up to 15 kg while utilising appropriate equipment and techniques
Ability to manoeuvre effectively around gallery floor, stock room and office
Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing

\n\n\n
\n\n

Join our dynamic Custody Client Facing Team as a Client Service Manager, where you'll play a pivotal role in overseeing the operational management and control of daily workflows. Your expertise will ensure efficient and effective service delivery, driving client satisfaction and operational excellence. Be part of a team that values precision, reliability, and client-centric solutions, and contribute to our mission of delivering unparalleled custody services.

As the Client Service Manager within the Custody Client Facing Team, you will be responsible for the operational management and control of the daily workflow.

Job Responsibilities:

Manage the workflow through the life cycle of Trades, Cash, FX, Corporate Action and Income products
Operationally manage and control the daily workflow within the Custody Client Facing team
Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
Ensure all daily controls and client query management are completed and signed off, including client service inquiry resolution, cash and stock break, event management, as well as all key metrics are produced as required
Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
Conduct ongoing review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
Contribute to the strategic development of Global Custody products, Global Custody Client Facing team organization

Required qualifications, skills and capabilities:

Operational subject matter expertise in Settlements, Trade Support, Cash, Asset Servicing, Reconciliation, Risk and Control, and Custody
Strong ability to learn ongoing stream of new markets, products, and processes
Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
Confident communication skills in all mediums to both internal and external clients
Strategic thinking; Able to review and implement process improvements
Bachelor’s degree or equivalent
Proficient in Microsoft Office products including Word, Excel, Access, and Outlook

\n\n

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-18","description":"

Job Title: Client Service Associate

Reports To: The Client Service Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.

Job Overview:

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:

Pay Range$18—$18 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

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.

To view our privacy policy, click on the link below: Data Privacy Statement

","hiringOrganization":{"@type":"Organization","name":"SPS","sameAs":"https://www.spsglobal.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-14","description":"Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric therapy, nursing, and school-based services. We seamlessly integrate into children’s lives by bringing individualized care to children where they live, work, and play. \n \nOur pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. \nWe are looking for a critical thinker and proactive Client Services Associate in our Pittsburgh, PA office that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. \n \nPosition Types Available: Full-Time, In Office \nClient Services Associate responsibilities include:\n<ul>\n\t<li>Coordinates and schedules referrals for new and existing home care services.</li>\n\t<li>Provides continuity of care in coordinating referrals.</li>\n\t<li>Communicates to each caregiver all pertinent information regarding client care.</li>\n\t<li>Keeps caregiver calendars and client information accurate and current.</li>\n\t<li>Communicates to the departmental Director all pertinent information regarding client/caregiver issues.</li>\n\t<li>Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.</li>\n</ul>\nComprehensive Ability to:\n\n<ul>\n\t<li>Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.</li>\n\t<li>Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.</li>\n\t<li>Work with a sense of urgency while maintaining a high level of detail.</li>\n\t<li>Use language that consistently reflects a thorough understanding of the home care industry.</li>\n</ul>\nQualifications:\n\n<ul>\n\t<li>High School Diploma or GED required; college degree is preferred.</li>\n\t<li>Previous experience in recruiting, scheduling, or sales preferred.</li>\n\t<li>Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.</li>\n\t<li>Must possess strong interpersonal and customer service skills.</li>\n\t<li>Must be able to solve complex problems and function effectively in a fast-paced work environment.</li>\n\t<li>Ability to read, write and communicate in English.</li>\n\t<li>Bilingual (Spanish/English) preferred.</li>\n</ul>\nWhat we Offer:\n\n<ul>\n\t<li>A supportive and collaborative work environment.</li>\n\t<li>Opportunity to Join a Rapidly Growing, Fast-Paced Organization!</li>\n\t<li>Comprehensive benefits package, including health, dental, and vision insurance.</li>\n\t<li>Generous Paid Time Off</li>\n\t<li>401K</li>\n\t<li>A chance to make a meaningful impact in the lives of children and families.</li>\n</ul>\nAnnual Salary Range:\n\n<ul>\n\t<li>Full-Time, In Office: $50,000.00</li>\n\t<li>Quarterly bonuses</li>\n</ul>\n*Compensation dependent on experience. \n \nLocation: Pittsburgh, PA / Hybrid \n \nIf you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. \n \nCare Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment ","hiringOrganization":{"@type":"Organization","name":"Care Options for Kids","sameAs":"https://careoptionsforkids.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Pittsburgh, PA","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Client Services Associate","datePosted":"2025-08-19","description":"

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.

YOUR RESPONSIBILITIES

Live Our Vision, Values and Beliefs every day
Greet and welcome RH Clients and assist with any questions or concerns
Assist in connecting clients with the right Associates based on their purchase needs
Assist and communicate with clients in the Gallery, over the phone and through email
Provide an elevated level of client services support to Gallery Partners to resolve client concerns
Become well-versed on RH product and offerings
Create a luxury service experience in every interaction
Exhibit broad understanding of the organization

OUR REQUIREMENTS

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
Ability to recognize and respond to multiple priorities
Strong organizational and time management skills
Strong verbal and written communication skills
Commitment to quality, detail focused on all levels
People and relationship-driven
Commitment to quality, detail-focused on all levels
Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications

OUR PHYSICAL REQUIREMENTS

Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
Ability to maneuver effectively around gallery floor, stock room and office
Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing

TBC

\nJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
\n\n \n \n 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.","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, NSW, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":28,"item":{"@type":"JobPosting","title":"Client Services Associate (part-time)","datePosted":"2025-08-08","description":"

Join TBK Bank!

Position Summary:

As a Client Services Associate, you’ll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include:

Providing prompt and accurate teller transactions, in accordance with the Bank’s policies and procedures.
Balancing currency, coin, and teller drawer at the end of each shift.
Opening new accounts per Bank and regulatory requirements, as well as performing account/file maintenance and other personal banker duties.
Providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Qualifications:

High school diploma or general education degree (GED) required.
Must be 18 years old
Six to twelve months of bank teller experience required
Customer service or sales experience required

Position Description:

Essential duties and responsibilities include the following. Other duties may be assigned:

Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s expectations.
Responsible for balancing currency, coin, and checks in teller drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
Performs all customer teller transactions and inputs them into the computer system in accordance with established procedures. Includes cashing checks, receiving cash for deposit, verifying amounts, verifying customer balances and examining checks for appropriate signatures and endorsements.
Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
Opens new accounts; prepares and compiles new customer information in accordance with the banks CIP and Know your Customer policies, as well as ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
Successfully complete Account/File Maintenance with proper documentation.
Help customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
Places holds on accounts for uncollected funds in accordance with regulations.
Allows customers access to safe deposit boxes following specified procedures.
Capable of assisting tellers with balancing daily transactions.
May assist in balancing vault.
Knowledgeable of bank products and services to best serve customer’s financial needs. Includes recognizing, responding and or referring sales opportunities (Accounts, Credit Cards, Loans, etc.), as well as making quality referrals to other areas of the bank and bank partners (Commercial and Consumer Lending, Treasury Management, etc.)
Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
Promptly responds to customer’s inquiries and requests regarding account and suggests resolutions on account disputes and other account activity.
Works professionally with, and generates goodwill between the retail banking department and other internal departments.
Protects and safeguards customer information and bank property.
Adheres to all bank and regulatory requirements and participates in required training.
Actively participates in local community and bank sponsored events

Compensation Range

Hourly: $16.06 - $22.01

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

Company Description

Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant is transforming patient care and accelerating new cancer therapies by providing critical insights into what drives disease through its advanced blood and tissue tests, real-world data and AI analytics. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer. For more information, visit guardanthealth.com and follow the company on LinkedIn, X (Twitter) and Facebook.

Job Description

About the Role:

The Senior Client Services Associate is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Senior Client Services Associate must possess the ability to communicate professionally and effectively with all individuals, including external customers and internal Guardant Health personnel.

Essential Duties and Responsibilities:

Act as Lead when Leadership is unavailable (out of office or outside of shift time) making appropriate decisions.
Ensure that the team’s daily performance is in accordance with expected KPI’s.
Responsible for troubleshooting and responding to or resolving team escalations and questions.
Assist in audits of Client Concerns and Complaints to ensure proper documentation and follow-through.
Assist with NCRs, DARs, PHI disclosures, and CAPAs, as directed by Leadership.
Assist with creating and maintaining SOPs, training materials, work instructions, and website content.
Support Quality Assurance & Training as directed by Leadership.
Lead or assist with departmental projects, UAT, or data requests, as directed by Leadership.
Other tasks/administrative duties as needed.

Qualifications

Bachelor’s degree preferred.
High school diploma, or its equivalent required plus experience.
2-4+ years of experience working with customers in biotech, life science, diagnostic or healthcare setting is preferred.
Ability to work as part of a team comprised of internal employees, contractors and managers.
Ability to multitask and take on various projects.
Ability to work with self-discipline, good judgment and independence in a dynamic office and/or remote setting.
Excellent written, verbal communication skills are required, as is computer proficiency.
Solid experience using Salesforce.com and Microsoft Office.
Flexibility with respect to working hours based on operational need.

Additional Information

Hybrid Work Model: At Guardant Health, we have defined days for in-person/onsite collaboration and work-from-home days for individual-focused time. All U.S. employees who live within 50 miles of a Guardant facility will be required to be onsite on Mondays, Tuesdays, and Thursdays. We have found aligning our scheduled in-office days allows our teams to do the best work and creates the focused thinking time our innovative work requires. At Guardant, our work model has created flexibility for better work-life balance while keeping teams connected to advance our science for our patients.

The US hourly range for this full-time position is $26.48 to $36.41. The range does not include benefits and, if applicable, overtime, bonus, commission, or equity. The range displayed reflects the minimum and maximum target for new hire salaries across all US locations for the posted role with the exception of any locations specifically referenced below (if any).

Within the range, individual pay is determined by work location and additional factors, including, but not limited to, job-related skills, experience, and relevant education or training. If you are selected to move forward, the recruiting team will provide details specific to the factors above.

Employee may be required to lift routine office supplies and use office equipment. Majority of the work is performed in a desk/office environment; however, there may be exposure to high noise levels, fumes, and biohazard material in the laboratory environment. Ability to sit for extended periods of time.

Guardant Health is committed to providing reasonable accommodations in our hiring processes for candidates with disabilities, long-term conditions, mental health conditions, or sincerely held religious beliefs. If you need support, please reach out to Peopleteam@guardanthealth.com

A background screening including criminal history is required for this role. GH will consider qualified applicants with criminal arrest or conviction histories in a manner consistent with applicable law including but not limited to the LA County Fair Chance Policies and the Fair Chance Act (Gov. Code Section 12952).

Guardant Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

All your information will be kept confidential according to EEO guidelines.
\n
\nTo learn more about the information collected when you apply for a position at Guardant Health, Inc. and how it is used, please review our Privacy Notice for Job Applicants.

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote, N/A, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"Client Services Associate - Bridging Finance","datePosted":"2025-08-07","description":"

About Allica Bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Department Description

In August 2024, Allica Bank entered the bridging finance market with the acquisition of Tuscan Capital where its highly experienced team has been retained to help build a specialist division with the ambition to become a market leader in the bridging finance sector, leveraging our proven success in commercial mortgages and asset finance.

To support this growth, we are expanding our team to meet the increasing demands of the intermediary market.

Role Description

The purpose of the role in Client Services cover a range of processes and are responsible from enquiry stage - structuring Indicative Terms to evaluating and determining the feasibility of loan applications whist preparing a file for submission to Credit. Working closely alongside the Credit Team and BDM’s the job involves liaising with various Third Parties including surveyors & solicitors as part of the process to ensure a smooth journey to completion.

Principle Accountabilities

Manage and assess new enquiries in line with all regulatory requirements, the Bank’s credit appetite policy and underwriting policies, generate indicative terms and advance loan applications within specified SLA’s utilising appropriate credit data and analytical tools.
Support the Underwriting team with management and organisation of workflow.
Undertake regular checks, Customer due diligence, and monitor agreed controls to ensure the Bank’s risk and customer requirements are met at all times, escalating immediately any areas of concern.
Proactively manage the application process, from initial enquiry to completion, liaising effectively with the panel solicitors, valuers, project monitors and asset managers in terms of instructions and supporting documentation.
Produce clear, accurate and concise written documentation, making clear recommendations to the Credit team and ensure CRM systems are updated.
Further liaise effectively with applicants, brokers, valuers and solicitors in requests for additional relevant information to support the process through to completion.
Deliver an excellent service to customers, their brokers and Relationship Managers, building and maintaining strong relationships in line with the Bank’s values and defined customer experience standards.
Supporting the external BDM’s and identify and nurture new broker and customer leads
Ensure compliance with all mandatory policies and adherence to credit procedures to maintain internal credit controls.
Help develop appropriate MI and KPI indicators and reporting, maintaining suitable MI to enable a detailed understanding of Mortgage processing pipeline

Personal Attributes & Experience

Exposure/knowledge in the Bridging sector, with an understanding of the competitor landscape and the dynamics and trends of the Bridging market.
Strong analytical, verbal and written communication skills.
High level problem solving and ability to fully justify commercial decisions
Excellent time management, organisation and prioritisation of workload and able to produce quality work whilst in a fast-paced environment
Ability to build strong and lasting relationships with internal stakeholders such as the distribution team, operations team and senior management, plus 3rd party suppliers such as Intermediaries, Valuers and Solicitors.
Understand and comply with all regulatory requirements, plus internal policies / procedures, guidelines, risks and controls and service levels.
Good understanding of TCF, AML, KYC and Conduct risk.
Technology skills – CRM systems, MS Excel and Word

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

Full onboarding support and continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.

","hiringOrganization":{"@type":"Organization","name":"Allica Bank","sameAs":"https://www.allica.bank/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London, Hybrid","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":31,"item":{"@type":"JobPosting","title":"Client Services Associate, Home Health","datePosted":"2025-08-08","description":"

Integrity Home Health by BAYADA has an immediate opening for a Client Services Associate with our Joplin, MO Home Health office.

If you are looking for an exciting career opportunity in a growing industry, Associate could be the position for you. Integrity Home Health by BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.

Responsibilities for an Associate:

Provide superior customer service and quality home health care
Focus on referral intake and prompt response time
Manage your incoming requests in a timely manner
Build lasting relationships with clients, referral sources, payors and community organizations
Develop strong, communicative relationships with the team

Qualifications for an Associate:

Bachelor degree is preferred
Prior knowledge of/experience with Medicare and OASIS a plus
Prior medical office or home care experience preferred
Prior supervisory experience a plus
Demonstrated record of successfully taking on increased responsibility (goal achievement)
Ambition to grow and advance beyond current position
Strong computer skills required (electronic medical record)
Excellent communication and interpersonal skills

Why you'll love BAYADA:

Integrity Home Health by BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business.
Check out our blog: https://www.bayada.com/search?q=Newsweek
Newsweek’s Best Place to Work for Diversity
Newsweek’s Best Place to Work for Women
Newsweek’s Best Place to Work (overall)
Newsweek’s Best Place to Work for Women and Families
Glassdoor Best Places to Work
Forbes Best Places to Work for Women
Paid Weekly
Mon-Fri work hours
AMAZING culture
Strong employee values and recognition
Small team at a local office
Growth opportunities
Integrity Home Health by BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program
To learn more about Integrity Home Health by BAYADA benefits, https://www.bayada.com/benefits

As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.

BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.

BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

","hiringOrganization":{"@type":"Organization","name":"BAYADA Home Health Care","sameAs":"https://www.bayada.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Joplin, MO 64801 | 37.096912389 | -94.497717113","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":32,"item":{"@type":"JobPosting","title":"Client Services Associate II (Screening)","datePosted":"2025-08-08","description":"

Company Description

Job Description

About the Role:

The Client Services Associate II is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Client Services Associate II must possess the ability to communicate professionally and effectively with all individuals, including external customers and internal Guardant Health personnel.

The shift will be Monday-Friday, 8:30am-5pm PST. Shift times may change depending on department needs.

Essential Duties and Responsibilities:

Perform duties of Client Services Associate.
Meet higher KPIs than a Client Services Associate.
Support Quality Assurance & Training as directed by Leadership.
Act as a mentor to the Client Services Associates.
Assist in troubleshooting and responding to or resolving questions from the Business Process Outsourcing (BPO) team and Client Services Associates.
Responsible for escalating issues or trends to Leadership
Participate in and/or support department level tasks (expired kits, data cleanup, etc.), as assigned by Leadership.
Other tasks/administrative duties as needed.

Qualifications

Bachelor’s degree preferred.
High school diploma, or its equivalent required plus experience.
2+ years of experience working with customers in biotech, life science, diagnostic or healthcare setting is preferred.
Ability to work as part of a team comprised of internal employees, contractors and managers.
Ability to multitask and take on various projects.
Ability to work with self-discipline, good judgment and independence in a dynamic office and/or remote setting.
Excellent written, verbal communication skills are required, as is computer proficiency.
Solid experience using Salesforce.com and Microsoft Office.
Flexibility with respect to working hours based on operational need.

Additional Information

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote, N/A, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":33,"item":{"@type":"JobPosting","title":"Client Services Associate II, PCS","datePosted":"2025-08-07","description":"Client Services Associate II

ICON plc is a world-leading healthcare intelligence and clinical research organization. We’re proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development

We are currently seeking a Client Services Associate II, PCS to join our diverse and dynamic team. As a Client Services Associate II, PCS at ICON, you will play a pivotal role in designing and analyzing clinical trials, interpreting complex medical data, and contributing to the advancement of inNvative treatments and therapies.

What you will be doing

Collaborating with clients to understand their needs and provide exceptional service and support throughout the clinical trial process.

Coordinating and managing various aspects of clinical trial projects, ensuring timelines and milestones are met.

Serving as a liaison between internal teams and clients to ensure effective communication and project execution.

Conducting data analysis and generating reports to support decision-making processes.

Proactively identifying potential issues and implementing solutions to ensure smooth project operations.

\nYour profile

Bachelor's degree in a relevant field such as Life Sciences, Healthcare, or Business Administration.

Minimum of 2 years of experience in client services, project management, or clinical research coordination.

Strong interpersonal and communication skills, with the ability to effectively interact with clients and internal teams.

Excellent organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.

Proficiency in Microsoft Office Suite and familiarity with clinical trial management systems preferred.

What ICON can offer you:

Our success depends on the quality of our people. That’s why we’ve made it a priority to build a diverse culture that rewards high performance and nurtures talent.

In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.

Our benefits examples include:

Various annual leave entitlements
A range of health insurance offerings to suit you and your family’s needs.
Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
Global Employee Assistance Programme, TELUS Health, offering 24-hour access to a global network of over 80,000 independent specialised professionals who are there to support you and your family’s well-being.
Life assurance
Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidised travel passes, health assessments, among others.

Visit our careers site to read more about the benefits ICON offers.

At ICON, inclusion & belonging are fundamental to our culture and values. We’re dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here.

Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless – there’s every chance you’re exactly what we’re looking for here at ICON whether it is for this or other roles.

Are you a current ICON Employee? Please click here to apply

","hiringOrganization":{"@type":"Organization","name":"ICON plc","sameAs":"https://www.iconplc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"China, Shanghai","addressCountry":"China","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Client Services Associate (Part-Time)","datePosted":"2025-08-05","description":"

Join TBK Bank!

ESSENTIAL DUTIES & RESPONSIBILITIES

Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money.
Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s expectations.
Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies.
Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
Successfully completes Account/File Maintenance with proper documentation.
Helps customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
Promptly responds to customer’s inquiries and requests regarding account and suggests resolutions for account disputes and other account activity.
Continues to build relationships with current customers to maintain goodwill and gain additional business.
Actively participates in meeting retail branch goals and events.
Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc.
Works professionally with, and generates goodwill between the retail banking department and other internal departments.
Generates new business to assist in meeting established profitability goals.
Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements.
Places holds on accounts for uncollected funds in accordance with regulations.
Monitors customer account activity and transactions in order to identify possible fraud.
Balances currency, coin, and checks in cash drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
Allows customers access to safe deposit boxes following specified procedures.
Assists tellers with balancing daily transactions.
May assist in balancing vault.
Actively participates in daily branch Daily Plan It’s and weekly branch meetings.
Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills.
Protects and safeguards customer information and bank property.
Adheres to all bank and regulatory requirements and participates in required training.
Actively participates in local community and bank sponsored events.
Performs other duties as assigned.

EXPERIENCE & EDUCATION

High school diploma or general education degree (GED) required.
Must be 18 years old.
Six to twelve months of bank teller experience preferred.
Customer service, sales or cross selling experience desired.

SKILLS & ABILITIES REQUIRED

Excellent communication skills required, both written and verbal.
Basic knowledge of Microsoft office, word processing and email systems.
Ability to read, write and speak English.
Ability to take initiative and work independently.
Able to travel to various TBK Bank locations for training and to perform other duties as assigned.

Compensation Range

Hourly: $16.06 - $22.01

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

Company Description

Job Description

About the Role:

The shift will be Monday-Friday, 8:30am-5pm PST. Shift times may change depending on department needs.

Essential Duties and Responsibilities:

Perform duties of Client Services Associate.
Meet higher KPIs than a Client Services Associate.
Support Quality Assurance & Training as directed by Leadership.
Act as a mentor to the Client Services Associates.
Assist in troubleshooting and responding to or resolving questions from the Business Process Outsourcing (BPO) team and Client Services Associates.
Responsible for escalating issues or trends to Leadership
Participate in and/or support department level tasks (expired kits, data cleanup, etc.), as assigned by Leadership.
Other tasks/administrative duties as needed.

Qualifications

Bachelor’s degree preferred.
High school diploma, or its equivalent required plus experience.
2+ years of experience working with customers in biotech, life science, diagnostic or healthcare setting is preferred.
Ability to work as part of a team comprised of internal employees, contractors and managers.
Ability to multitask and take on various projects.
Ability to work with self-discipline, good judgment and independence in a dynamic office and/or remote setting.
Excellent written, verbal communication skills are required, as is computer proficiency.
Solid experience using Salesforce.com and Microsoft Office.
Flexibility with respect to working hours based on operational need.

Additional Information

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Palo Alto, CA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":36,"item":{"@type":"JobPosting","title":"Fund Operations - Client Services - Associate","datePosted":"2025-08-19","description":"

Do you have a passion for delivering a positive client experience? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund Services team where you will have an opportunity to elevate your career to the next level.

As a Client Service Associate within Fund Services Operations Service Delivery team, you will be responsible for acting as the daily contact and first point of escalation for clients and internal operations teams. You will take ownership of the issue and will assess, coordinate and manage the issues with the assistance of the relevant internal teams ensuring that service delivery standards are continuously in alignment with the terms of the service level agreement between J.P. Morgan and the client. You will exhibit an ability to work with, and manage through, other functional areas both locally and globally, to ensure the provision of a timely and efficient level of service. In your new role, you will also have a high degree of autonomy in the management of your client base, however you must be able to exercise reasonable judgment regarding the escalation of issues to the Relationship Manager, your client service team manager, and to appropriate operations managers.

Job responsibilities

Establish schedule of service reviews with service delivery partners and conduct/run service reviews, and incorporate service metrics and client reporting.
Be responsible for follow through on service delivery issues emanating from service reviews.
Create and maintain “Paths to Green” for service functions operating below client expectations.
Facilitate regular communication across all internal teams to support consistent service delivery (virtual team meetings).
Establish a rapport with the client that allows for joint tactical planning for client and J.P. Morgan driven initiatives.
Take a lead role in all service delivery initiatives.
Be conversant in each product provided to the client from J.P. Morgan with a focus on the superannuation funds segment
Understand how your clients interact and impact each product group, and leverage this knowledge to facilitate timely problem resolution between client and J.P. Morgan Operations teams.
Act as the subject matter expert in one or more product areas, and ensure you proactively seek to understand internal, client or industry changes associated with their subject matter areas and drive that information for the benefit of the team.
Manage internal virtual service team involved in service delivery activities for the client.

Required qualifications, capabilities, and skills

Minimum 5 years relevant industry experience in the financial services sector.
Relevant knowledge and experience will be considered in conjunction with related business degree, or industry recognized training ((Certified Practising Accountant (CPA), Association of Chartered Certified Accountants (ACCA), Security Industry Association (SIA), The Australian Financial Security Authority (AFSA)).
Demonstrated experience in, exposure to and interest in global financial markets.
Demonstrated experience and exposure to complex superannuation fund client base.
Demonstrated experience in and exposure to investment administration products including Portfolio Accounting, Unit Pricing, Financial Accounting.
Demonstrated experience and exposure to Investment Middle Office, Performance and complex Fund Structure services.
Demonstrated experience in forming, building and leveraging internal and external client relationship.
Proactively responds and adapts to change on a personal and professional level. Supports and influences strategies to support business transformations and enhancements to current practices.
Supports, drives and influences the goals and strategies of business by taking initiative, engaging others, expressing ideas and challenging the status quo and effectively representing the Business function.
Actively demonstrates leadership, influencing and change management behaviours.

Preferred qualifications, capabilities, and skills

Team player
Effective influencing and negotiation skills
Effective and proven presentation skills
Excellent communication skills
Effective attention to the identification, prioritization and resolution/escalation of risk issue
Continuously displays effective analytical and decision making skills
Ability to work under pressure, prioritise appropriately, meet deadlines and juggle simultaneous demands

\nJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
\n\n \n \n 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.\n \n
","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, NSW, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":37,"item":{"@type":"JobPosting","title":"Client Services Associate –Industrial Accounts","datePosted":"2025-08-19","description":"

Company Description

We are enterprising. What sets us apart is not what we do, but how we do it. Our people are passionate, take personal responsibility and always do what’s right for our clients, people and communities. We accelerate their success by empowering them to think and act differently to drive exceptional results.

Job Description

Are you a proactive and experienced Industrial property manager or account manager ready to take your career to the next level? We’re on the lookout for a driven professional to join our thriving Industrial Occupier Services team. In this pivotal role, you’ll be at the heart of managing major industrial property portfolios—delivering strategic insights, driving transactions, and shaping the future of workplace solutions.

From lease management and site acquisitions to tenant advisory and six-star workplace services, you’ll collaborate with experts across workplace strategy, design and architecture, project management, and cutting-edge technology services to deliver exceptional outcomes for our clients.

What You’ll Be Doing

Overseeing end-to-end account and transaction management across large-scale industrial portfolios.
Managing lease terms, critical dates, renewals, and rent reviews with precision.
Coordinating subtenant invoicing, arrears management, and outgoing charges.
Preparing legal lease instructions and reviewing lease documentation.
Maintaining and enhancing leasehold and freehold property databases.
Producing detailed monthly reports that drive strategic decision-making.
Supporting transaction activity and ensuring seamless data management via MRI and Visual Databases.

Qualifications

What You Bring to the Table

Tertiary qualification in Property, Real Estate, or a related discipline
A client-first mindset with a passion for delivering outstanding service.
Solid experience in commercial property—ideally within the industrial sector.
Strong interpersonal and stakeholder management skills.
A knack for research and data-driven insights.
Estate Agent’s Licence or Agent’s Representative Certificate

Additional Information

In return, we offer an opportunity to join a friendly and collaborative team and you'll also enjoy being part of the fastest growing real estate services company in the world. Colliers is a leader in global real estate services and a great local success story. Ours is a culture of service excellence and collaboration that provides our people with the ideal platform to engage their clients, develop their skills and accelerate their careers. For you this means a world of opportunity and the power to succeed.

Please apply with your CV or call Geraldine Libatique-Sullivan on 03 9612 8801 for more information.

Please be advised that applications will only be accepted directly rather than via recruitment agencies.

","hiringOrganization":{"@type":"Organization","name":"Colliers","sameAs":"https://www.colliers.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Melbourne, VIC, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Client Services Associate (12 month contract)","datePosted":"2025-07-21","description":"

Application Deadline:

08/03/2025

Address:

250 Yonge Street

Job Family Group:

Customer Shared Services

Provides accurate and professional service by telephone, written mail or e-mail. Supports administrative requirements to ensure the smooth operation of the unit. Service provided for one of the different insurance channels that offer BMO Life Assurance products, and includes either policy holders, prospects and infinity partners, or managing general agencies (MGAs), distributors, brokers and policy holders or creditor insurance customers.

Seeks, recognizes and acts upon opportunities to expand business relationships.
Answers inquiries and provides accurate information about insurance products.
Responds to information requests and follows established protocols.
Resolves issues escalating as required.
Processes client service requests and administrative requests according to established procedures & policies and submits as required for approval.
Collaborates with internal and external stakeholders to deliver on business objectives.
Analyzes data and information to provide insights and recommendations.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Examines all official documents in advance of completing required forms to ensure appropriate authorization is available and follows established guidelines and procedures.
Performs defined policy administration tasks and submits for approval as required.
Supports the development of tools and delivery of training focused on delivering business.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Follows established procedures in all communications with clients – by phone, e-mail or written – to ensure that compliance requirements are met for all scenarios. Creates and maintains computer records on all systems to ensure accuracy of client information. Recommends workflow improvements to deliver a more efficient operation.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Bilingual French would be an asset.
Rotation shift 8:30 to 4:30 / 9:00 to 5:00 / 10:00 to 6:00.
Typically, between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
In‐depth knowledge about products, process, policies, and practices.
Working understanding of policy contract wording & interpretation.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem-solving skills - Good.

Salary:

$38,500.00 - $71,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

","hiringOrganization":{"@type":"Organization","name":"BMO","sameAs":"https://www.bmo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"YNG, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Client Services Associate (Copy and Print)","datePosted":"2025-07-02","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:

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:

Pay Range$17—$19 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

To view our privacy policy, click on the link below:

Data Privacy Statement

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

\n\n\n\n\n\nInteractive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. IBUK is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.” \n\n\n\n\n\n\n\n

We are looking for an enthusiastic self-starter with outstanding communication and problem-solving skills to provide a high level of service to IBKR’s global existing and prospective institutional clients (including banks, hedge funds, financial advisors and brokers) via telephone, ticket, and live chat. Being bilingual in English and French is preferred.

We pride ourselves on building and maintaining long-term client relationships, while providing a seamless onboarding experience for our clients as we continue expanding our global product and service offerings. Your contribution will play a crucial role in this, supporting clients with any technical or trade-related queries and thereby cultivating lasting professional relationships. We require you to be proficient in English with additional languages a plus.

At IBUK we have a supportive culture, where we encourage our team to develop and grow through involvement in projects, mentoring programmes, mandatory and enhanced training as well as professional qualifications.

Key Responsibilities:

First point of contact for client queries, including but not limited to:

Assistance with multiple trading platforms (desktop, mobile, browser)
Resolution of trade-related queries (order entry, trade execution)
Communication and escalation of high-level issues to relevant stakeholders
Relationship Management for key institutional clients
Project Management of platform and process enhancements
Other tasks including client training, general market research and development

\n\n

Qualification & Skills

Strong knowledge of listed Equities, Options, Futures, and FX.
Analytical problem-solver with a passion for technology and financial markets.
Prior experience in international settlements or clearing operations is a plus.
Bilingual (English and French speaking).
University degree or higher.
At least 1-2 years experience, preferably in a client-facing capacity at a global financial institution (less experienced candidates with a strong grasp of the core competencies will also be considered).

Location

20 Fenchurch Street, London, EC3M 3BY

8 am – 5 pm, Monday – Friday

Benefits

Career support and development
Salary commensurate with experience
Performance-based discretionary cash bonus scheme
Discretionary stock grant
Group Life Assurance cover
Group Income Protection
Occupation pension scheme based on Gross earnings
Hybrid working model
Above statutory annual leave, increasing with service
Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants)*
Corporate events
Travel season ticket loans
Cycle to work scheme

*on successful completion of the probation period

Interactive Brokers is an Equal Opportunity Employer committed to offering employees a diverse, equitable and inclusive workplace.

If you have what it takes to become part of our London office team, please apply today!

Interactive Brokers (UK) values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.

","hiringOrganization":{"@type":"Organization","name":"Interactive Brokers","sameAs":"https://www.interactivebrokers.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Client Services Associate (Financial Investment Services)","datePosted":"2025-08-18","description":"

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their Independent Registered Investment Team at Advus Financial Partners (https://advuspartners.com) in their Winter Park, FL office.

Job Summary:

As a Client Services Associate you will support the firm’s advisors and the firm’s clients.

Essential Functions:

Client Operations Assistance

Assist in the establishment and maintenance of client investment accounts.
Assist in the fulfillment of client requests for information about their accounts.
Work with investment custodians to ensure the smooth operation of client accounts.
Maintain accurate client data in the firm database(s).
Assist in the development and maintenance of the client Investment Policy Statement.
Assist in cashiering functions, including the processing of wires, checks, EFT/ACH transactions, deposits and security transfers.

Client Reporting Assistance

Assist in transmitting securities trades to the investment brokerage firms.
Maintain client account data in the firm’s portfolio accounting and performance reporting system.
Run quarterly and on demand investment reports as needed.
Assist in data input into the portfolio accounting system when necessary.

General Consultant and Office Support

Provide general consultant and office support as needed.

Minimum Qualifications:

Strong Outlook and MS Office skills.
Excellent communication, organizational, critical thinking and time management skills.
The ability to think beyond the task at hand and create structure to effectively deliver service at a larger scale.
The proven aptitude to successfully collaborate with other team members to provide the optimal experience for clients.

Preferred Qualifications:

Associate degree or higher.
A minimum of 2 years of experience in the financial services industry.
Experience with the Black Diamond performance reporting system.
Experience with Salesforce.

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

","hiringOrganization":{"@type":"Organization","name":"Foundation Risk Partners","sameAs":"https://foundationrp.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Winter Park","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":42,"item":{"@type":"JobPosting","title":"Client Services Associate (Copy and Print)","datePosted":"2025-08-18","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 (Copy and Print) provides exceptional office and mail services, delivering operational functions in the following areas:

Processing high volume copying, printing, finishing, and reprographics orders on site. This position fulfills jobs for document duplication, printing, finishing, binding, lamination, and other processing. This position will also troubleshoot equipment and ensure supplies are at satisfactory levels.
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), serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.

Typical Work Schedule: Monday to Friday, 9:00am-6:00pm

Duties and Responsibilities:

Provides 5-star customer service to all employees (in all forms of communication).
Copy, Print & Scanning Services: Operates advanced reprographic and scanning equipment to fulfill high-volume print and digital imaging requests. Performs finishing work such as binding, cutting, and padding. Ensures quality and accuracy of all output.
Equipment Maintenance: Performs routine maintenance on copy/print devices including loading paper, changing toner and cartridges, and troubleshooting minor issues to maintain uptime.
Digital & Physical Workflow: Manages both hard copy and electronic job submissions, handles color calibration and image adjustments, and prepares orders for delivery or distribution.
Mailroom Support (as needed): Assists with receiving, sorting, and distributing inbound/outbound mail and packages. Maintains tracking records and provides status updates on deliveries.
Facility & Admin Support: Monitors and replenishes office supplies, supports pantry and meeting room setups, performs light cleaning, and assists with employee moves or space arrangements.
Customer Service & Teamwork: Builds strong professional relationships with employees and internal teams, trains backup staff, and takes initiative to improve workflows or assist during downtime.

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:

Pay Range$17—$19 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: At SPS, 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 w/ matching, Entertainment Discounts, & Paid Time Off.\n
- 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.
\n

About SPS

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.

To view our privacy policy, click on the link below: Data Privacy Statement

In collaboration with ICON, Mapi Research Trust is a non-profit, full-service provider, promoting the use of Clinical Outcomes Assessments (COAs) in studies, and encouraging exchanges of Patient-Centered Outcomes (PCO) and Clinical Outcome assessments information among academics, pharmaceutical companies, and health researchers. Since the mid-90′s we have been collecting and processing PCO information to provide reliable, comprehensive and up-to-date information services.

We offer free and subsidized access to Clinical Outcome Assessments information, licensing and their derivatives for thousands of independent and academic research programs in over 130 countries every year, and we maintain the world’s largest library devoted exclusively to COAs. Through our PROQOLID & PROLABELS databases, we create vital links among those at every level of Patient-Centered Outcomes studies.

The Trust was founded with the mission of centralizing and quickly disseminating reliable, exhaustive questionnaire information to the scientific community.

Mapi Research Trust is the largest single COA licensing provider and the most trusted name in distribution of COA instruments exclusively representing over 600 COAs.

The COA Licensing Client Services Associate II plays an active role in Mapi Research Trust’s COA Licensing team to maintain and expand client relationships through quoting and delivering clinical outcome assessment (COA) licensing and translation services.

Deliver high quality customer service by interfacing daily with customers via the ePROVIDE™ platform.

Manage daily customers’ requests assigned
Analyze clients’ COA licensing and translation needs and provide an accurate proposal within appropriate timelines.

Educate clients on new and existing company products and services.

Participate in client and operational meetings with internal and external stakeholders.

Act as a COA licensing main contact for strategic clients, as appropriate.

Collaborate with internal teams to deliver COA licensing and MRT distributed translations in the context of multi-service projects.

Oversee successfully the project lifecycle from proposal/award to delivery

Coordinate with team members to achieve on time/qualitative deliverables and with other functional groups within the company where necessary to support milestone achievement.

Coordinate and participate in negotiations and discussions with clients, as required.

Perform administrative follow-up of requests, including contracting, invoicing as well as tracking all relevant information in the appropriate tools

Develop and maintain filing and tracking tools in accordance with accepted practices.

Support continuous knowledge management efforts

Assist with continuous departmental process improvements and participate in special projects periodically assigned, in addition to day-to-day duties.

To succeed you will need:

Excellent customer service skills, including ability to communicate clearly and timely with international clients and
Problem solving and solution-oriented mindset.

Degree minimum requirement

1-3+ years of experience in Translation or LV or clinical trials field is a plus
Fluency in English both orally and in writing, with excellent communication skills; experience working with international teams is a plus
Strong attention to detail with superior organizational skills, ability to manage multiple projects and clients simultaneously

Self-motivated and comfortable working both independently and as part of a team

What ICON can offer you:

Our success depends on the quality of our people. That’s why we’ve made it a priority to build a diverse culture that rewards high performance and nurtures talent.

Our benefits examples include:

Various annual leave entitlements
A range of health insurance offerings to suit you and your family’s needs.
Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
Global Employee Assistance Programme, TELUS Health, offering 24-hour access to a global network of over 80,000 independent specialised professionals who are there to support you and your family’s well-being.
Life assurance
Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidised travel passes, health assessments, among others.

Visit our careers site to read more about the benefits ICON offers.

Are you a current ICON Employee? Please click here to apply

","hiringOrganization":{"@type":"Organization","name":"ICON plc","sameAs":"https://www.iconplc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Spain, Barcelona","addressCountry":"Spain","addressRegion":"Europe"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Client Services Associate (West Region - PST Hours)","datePosted":"2025-08-01","description":"

Company Description

Job Description

About the Role:

The Client Services Associate (CSA) plays a crucial role in delivering exceptional support to clients and patients within their designated territory. Collaborating closely with the Client Services Team, they contribute to achieving departmental objectives and partner cross-functionally with commercial and laboratory operations to develop scalable solutions for Guardant Health. The ideal candidate excels in professional communication and fosters positive relationships with external customers and internal teams alike.

This role will be working PST Hours.

Essential Duties and Responsibilities:

Serve as the primary point of contact, responding promptly and professionally to inquiries via phone, email, and web from physicians, laboratories, hospitals, sales representatives, and patients.
Drive territory growth by resolving cases efficiently and with a sense of urgency, ensuring customer satisfaction.
Maintain accurate, detailed documentation of all communications, follow-up activities, and case progress.
Adhere to Standard Operating Procedures (SOPs) related to data entry, verification, and quality standards.
Enter and qualify new customer information into Salesforce.com and Laboratory Information Management System (LIMS).
Proactively communicate with healthcare professionals to gather necessary information for order processing.
Collaborate with the Clinical Laboratory team to ensure accurate data entry and order fulfillment.
Manage and resend patient reports as requested, ensuring timely delivery.
Utilize Salesforce and other integrated platforms to communicate effectively with clients, patients, and internal teams.
Contribute to team and individual performance by monitoring metrics and striving to meet or exceed goals.
Apply problem-solving skills to address and resolve customer concerns or escalations professionally.
Demonstrate flexibility and adaptability in a fast-paced environment.
Assist with administrative tasks such as kit ordering and coordinating Offsite Phlebotomy Services when needed.
Perform other duties as assigned to support operational needs.

Qualifications

Bachelor’s degree or equivalent combination of education and experience preferred.
0-2 years experience of client services within healthcare, pharmaceutical, diagnostic, biotech, or medical device sectors.
Proven proficiency using Salesforce.com and Microsoft Office Suite.
Excellent written and verbal communication skills.
Strong computer skills, preferably in a Mac environment.
Ability to multitask and manage multiple projects independently, demonstrating good judgment and self-discipline.
Experience working effectively in a collaborative team environment.
Flexibility regarding working hours based on operational needs.
Bilingual in English and Spanish is a plus.

Additional Information

The US hourly range for this full-time position is $20.76 to $28.54. The range does not include benefits and, if applicable, overtime, bonus, commission, or equity. The range displayed reflects the minimum and maximum target for new hire salaries across all US locations for the posted role with the exception of any locations specifically referenced below (if any).

For positions based in Palo Alto, CA or Redwood City, CA, the hourly range for this full-time position is $24.42 to $33.58. The range does not include benefits and, if applicable, overtime, bonus, commission, or equity.

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

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Company Description

Job Description

About the Role:

This role will be working EDT Hours.

Essential Duties and Responsibilities:

Serve as the primary point of contact, responding promptly and professionally to inquiries via phone, email, and web from physicians, laboratories, hospitals, sales representatives, and patients.
Drive territory growth by resolving cases efficiently and with a sense of urgency, ensuring customer satisfaction.
Maintain accurate, detailed documentation of all communications, follow-up activities, and case progress.
Adhere to Standard Operating Procedures (SOPs) related to data entry, verification, and quality standards.
Enter and qualify new customer information into Salesforce.com and Laboratory Information Management System (LIMS).
Proactively communicate with healthcare professionals to gather necessary information for order processing.
Collaborate with the Clinical Laboratory team to ensure accurate data entry and order fulfillment.
Manage and resend patient reports as requested, ensuring timely delivery.
Utilize Salesforce and other integrated platforms to communicate effectively with clients, patients, and internal teams.
Contribute to team and individual performance by monitoring metrics and striving to meet or exceed goals.
Apply problem-solving skills to address and resolve customer concerns or escalations professionally.
Demonstrate flexibility and adaptability in a fast-paced environment.
Assist with administrative tasks such as kit ordering and coordinating Offsite Phlebotomy Services when needed.
Perform other duties as assigned to support operational needs.

Qualifications

Bachelor’s degree or equivalent combination of education and experience preferred.
0-2 years experience of client services within healthcare, pharmaceutical, diagnostic, biotech, or medical device sectors.
Proven proficiency using Salesforce.com and Microsoft Office Suite.
Excellent written and verbal communication skills.
Strong computer skills, preferably in a Mac environment.
Ability to multitask and manage multiple projects independently, demonstrating good judgment and self-discipline.
Experience working effectively in a collaborative team environment.
Flexibility regarding working hours based on operational needs.
Bilingual in English and Spanish is a plus.

Additional Information

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote, N/A, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":46,"item":{"@type":"JobPosting","title":"Client Services Associate (Southeast Region - EDT Hours)","datePosted":"2025-08-07","description":"

Company Description

Job Description

About the Role:

This role will be working EDT Hours.

Essential Duties and Responsibilities:

Serve as the primary point of contact, responding promptly and professionally to inquiries via phone, email, and web from physicians, laboratories, hospitals, sales representatives, and patients.
Drive territory growth by resolving cases efficiently and with a sense of urgency, ensuring customer satisfaction.
Maintain accurate, detailed documentation of all communications, follow-up activities, and case progress.
Adhere to Standard Operating Procedures (SOPs) related to data entry, verification, and quality standards.
Enter and qualify new customer information into Salesforce.com and Laboratory Information Management System (LIMS).
Proactively communicate with healthcare professionals to gather necessary information for order processing.
Collaborate with the Clinical Laboratory team to ensure accurate data entry and order fulfillment.
Manage and resend patient reports as requested, ensuring timely delivery.
Utilize Salesforce and other integrated platforms to communicate effectively with clients, patients, and internal teams.
Contribute to team and individual performance by monitoring metrics and striving to meet or exceed goals.
Apply problem-solving skills to address and resolve customer concerns or escalations professionally.
Demonstrate flexibility and adaptability in a fast-paced environment.
Assist with administrative tasks such as kit ordering and coordinating Offsite Phlebotomy Services when needed.
Perform other duties as assigned to support operational needs.

Qualifications

Bachelor’s degree or equivalent combination of education and experience preferred.
1-2+ years experience of client services within healthcare, pharmaceutical, diagnostic, biotech, or medical device sectors.
Proven proficiency using Salesforce.com and Microsoft Office Suite.
Excellent written and verbal communication skills.
Strong computer skills, preferably in a Mac environment.
Ability to multitask and manage multiple projects independently, demonstrating good judgment and self-discipline.
Experience working effectively in a collaborative team environment.
Flexibility regarding working hours based on operational needs.
Bilingual in English and Spanish is a plus.

Additional Information

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote, N/A, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"Client Services Associate (West Region - PST Hours)","datePosted":"2025-08-07","description":"

Company Description

Job Description

About the Role:

This role will be working PST Hours.

Essential Duties and Responsibilities:

Serve as the primary point of contact, responding promptly and professionally to inquiries via phone, email, and web from physicians, laboratories, hospitals, sales representatives, and patients.
Drive territory growth by resolving cases efficiently and with a sense of urgency, ensuring customer satisfaction.
Maintain accurate, detailed documentation of all communications, follow-up activities, and case progress.
Adhere to Standard Operating Procedures (SOPs) related to data entry, verification, and quality standards.
Enter and qualify new customer information into Salesforce.com and Laboratory Information Management System (LIMS).
Proactively communicate with healthcare professionals to gather necessary information for order processing.
Collaborate with the Clinical Laboratory team to ensure accurate data entry and order fulfillment.
Manage and resend patient reports as requested, ensuring timely delivery.
Utilize Salesforce and other integrated platforms to communicate effectively with clients, patients, and internal teams.
Contribute to team and individual performance by monitoring metrics and striving to meet or exceed goals.
Apply problem-solving skills to address and resolve customer concerns or escalations professionally.
Demonstrate flexibility and adaptability in a fast-paced environment.
Assist with administrative tasks such as kit ordering and coordinating Offsite Phlebotomy Services when needed.
Perform other duties as assigned to support operational needs.

Qualifications

Bachelor’s degree or equivalent combination of education and experience preferred.
1-2+ years experience of client services within healthcare, pharmaceutical, diagnostic, biotech, or medical device sectors.
Proven proficiency using Salesforce.com and Microsoft Office Suite.
Excellent written and verbal communication skills.
Strong computer skills, preferably in a Mac environment.
Ability to multitask and manage multiple projects independently, demonstrating good judgment and self-discipline.
Experience working effectively in a collaborative team environment.
Flexibility regarding working hours based on operational needs.
Bilingual in English and Spanish is a plus.

Additional Information

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote, N/A, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":48,"item":{"@type":"JobPosting","title":"Client Services Associate (Southeast Region - EDT Hours)","datePosted":"2025-08-18","description":"

Company Description

Job Description

About the Role:

This role will be working EDT Hours.

Essential Duties and Responsibilities:

Serve as the primary point of contact, responding promptly and professionally to inquiries via phone, email, and web from physicians, laboratories, hospitals, sales representatives, and patients.
Drive territory growth by resolving cases efficiently and with a sense of urgency, ensuring customer satisfaction.
Maintain accurate, detailed documentation of all communications, follow-up activities, and case progress.
Adhere to Standard Operating Procedures (SOPs) related to data entry, verification, and quality standards.
Enter and qualify new customer information into Salesforce.com and Laboratory Information Management System (LIMS).
Proactively communicate with healthcare professionals to gather necessary information for order processing.
Collaborate with the Clinical Laboratory team to ensure accurate data entry and order fulfillment.
Manage and resend patient reports as requested, ensuring timely delivery.
Utilize Salesforce and other integrated platforms to communicate effectively with clients, patients, and internal teams.
Contribute to team and individual performance by monitoring metrics and striving to meet or exceed goals.
Apply problem-solving skills to address and resolve customer concerns or escalations professionally.
Demonstrate flexibility and adaptability in a fast-paced environment.
Assist with administrative tasks such as kit ordering and coordinating Offsite Phlebotomy Services when needed.
Perform other duties as assigned to support operational needs.

Qualifications

Bachelor’s degree or equivalent combination of education and experience preferred.
1-2+ years experience of client services within healthcare, pharmaceutical, diagnostic, biotech, or medical device sectors.
Proven proficiency using Salesforce.com and Microsoft Office Suite.
Excellent written and verbal communication skills.
Strong computer skills, preferably in a Mac environment.
Ability to multitask and manage multiple projects independently, demonstrating good judgment and self-discipline.
Experience working effectively in a collaborative team environment.
Flexibility regarding working hours based on operational needs.
Bilingual in English and Spanish is a plus.

Additional Information

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Palo Alto, CA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":49,"item":{"@type":"JobPosting","title":"Client Services Associate (West Region - PST Hours)","datePosted":"2025-08-18","description":"

Company Description

Job Description

About the Role:

This role will be working PST Hours.

Essential Duties and Responsibilities:

Serve as the primary point of contact, responding promptly and professionally to inquiries via phone, email, and web from physicians, laboratories, hospitals, sales representatives, and patients.
Drive territory growth by resolving cases efficiently and with a sense of urgency, ensuring customer satisfaction.
Maintain accurate, detailed documentation of all communications, follow-up activities, and case progress.
Adhere to Standard Operating Procedures (SOPs) related to data entry, verification, and quality standards.
Enter and qualify new customer information into Salesforce.com and Laboratory Information Management System (LIMS).
Proactively communicate with healthcare professionals to gather necessary information for order processing.
Collaborate with the Clinical Laboratory team to ensure accurate data entry and order fulfillment.
Manage and resend patient reports as requested, ensuring timely delivery.
Utilize Salesforce and other integrated platforms to communicate effectively with clients, patients, and internal teams.
Contribute to team and individual performance by monitoring metrics and striving to meet or exceed goals.
Apply problem-solving skills to address and resolve customer concerns or escalations professionally.
Demonstrate flexibility and adaptability in a fast-paced environment.
Assist with administrative tasks such as kit ordering and coordinating Offsite Phlebotomy Services when needed.
Perform other duties as assigned to support operational needs.

Qualifications

Bachelor’s degree or equivalent combination of education and experience preferred.
1-2+ years experience of client services within healthcare, pharmaceutical, diagnostic, biotech, or medical device sectors.
Proven proficiency using Salesforce.com and Microsoft Office Suite.
Excellent written and verbal communication skills.
Strong computer skills, preferably in a Mac environment.
Ability to multitask and manage multiple projects independently, demonstrating good judgment and self-discipline.
Experience working effectively in a collaborative team environment.
Flexibility regarding working hours based on operational needs.
Bilingual in English and Spanish is a plus.

Additional Information

Please visit our career page at: http://www.guardanthealth.com/jobs/

#LI-CS4

","hiringOrganization":{"@type":"Organization","name":"Guardant Health","sameAs":"https://guardanthealth.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Palo Alto, CA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":50,"item":{"@type":"JobPosting","title":"Platform Solutions - Transaction Banking Operations - Client Services - Associate - Bengaluru","datePosted":"2025-07-21","description":"

PLATFORM SOLUTIONS

In Platform Solutions (PS), we power clients with innovative and customer-centered financial products. We bring the best qualities of a technology player and combine that with the best attributes of a large bank. PS is comprised of four main businesses, underpinned by engineering, operations and risk management:

Transaction Banking, a cash management and payments platform for clients building a corporate treasury system
Enterprise Partnerships, consumer financial products that companies embed directly within their ecosystems to better serve their end customers.
Merchant Point-of-Sale Lending, a platform that provides custom credit financing for home improvement merchants to offer directly to their customers
ETF Accelerator, a platform for clients to launch, list and manage exchange-traded funds

Join us on our journey to deliver financial products and platforms that prioritize the customer and developer experience.

YOUR IMPACT

We are seeking to recruit an individual into the servicing function. The group provides support for the full Transaction Banking product offerings including Deposits, Escrow, Virtual Integrated Accounts, and Global Payments capabilities. The candidate will have prior experience managing Servicing teams supporting Transaction Banking Payment Services or FX Transaction Flows with a strong focus on delivering service excellence coupled with risk management within a new evolving team.

The ideal candidate will be integral to delivering for our clients every day while also partnering with Product, Digital, Sales, and Engineering to build out the next generation capabilities in Transaction Banking.

Key client-facing responsibilities will include managing strategic client relationships, exceptions resolution, handling of escalated client inquiries and most importantly – ensuring an exceptional client experience while growing a highly motivated team.

OUR IMPACT

Transaction Banking Operations is focused on scaling the recently launched Transaction Banking businesses and supporting the constantly evolving suite of innovative Transaction Banking Services we are offering clients, whilst adapting to the rapidly changing payment landscape.

Our organisation is the first line of defence for control and governance to protect both clients’ and the firm’s financial assets; and to provide a differentiated, best- in-class client service. Transaction Banking Operations is a growing sub-division, with regional presence in Tokyo, Singapore, Bengaluru, London, New York, and Dallas. All our offices work closely together as a single global team in support of our Transaction Banking business. As this business expands we will look to increase our global footprint from both a team size and location perspective.

We manage a wide range of complex processes, with members developing skills and competencies around service (client on-boarding, first line client support), cash management (including: payment controls, bank account management, virtual account management, cash concentration, payment formatting /settlement, reconciliation and claims), transaction support (FX Payment, Escrow, Money Market and Term Deposits), regulatory requirements, industry trends and change management.

JOB SUMMARY AND RESPONSBILITIES

Manage the Client Service experience as part of the Global Transaction Banking Operations team, delivering client service excellence as we build, launch, deliver and evolve a suite of new Transaction Banking products for our Corporate Clients.
Be service, control and solution orientated as we roll out a significant program of new and enhanced functionality in support of our offering.
Support our new Service functions globally and help establish, develop, monitor and manage the service architecture that allows us to deliver this growing suite of Transaction Banking Services.
Understand and support the FX Payment Flows and liquidity sourcing that are a key component in delivering our Global Payment offering to our clients. Develop and implement best practice to enable efficient movement of International Payments and the flows, payment schemes and the processes surrounding them.
Work with internal teams, strategic partners and clients to manage a range of queries related to payments, accounts, account management, client on-boarding, client issue resolution, payment repairs, firm/customer funding flows and FX unwinds.

SKILLS AND EXPERIENCE WE ARE LOOKING FOR:

BASIC QUALIFICATIONS

Bachelor’s degree with 4-8 years of professional and relevant experience
Experience in the servicing function in Transaction Banking, Payment Processing or FX Middle Office
Strong Interpersonal skills and collaboration skills
Proficient with key principles of client support and risk management
Good understanding of either the FX business including FX Payments or of International Payment Servicing or Transaction Banking Account Management
Experience in delivering client service excellence
Analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
Excellent communication skills (written and verbal)

PREFERRED QUALIFICATION

Ability to effectively work with Global Stakeholders
Candidate must be proactive, enthusiastic and team oriented
Ability to remain composed while managing competing priorities
Ability to prioritize and make decisions in a fast-paced environment
Accuracy and attention to detail
Strong written and verbal communication skills
Adapt to new changes and new challenges
Strong analytical skills

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer.

","hiringOrganization":{"@type":"Organization","name":"Goldman Sachs","sameAs":"https://www.goldmansachs.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bengaluru, Karnataka, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}}]}

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