Client Service Associate

Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–Friday | 7:00 AM – 4:00 PM KEEP OPERATIONS RUNNING SMOOTHLY BEHIND THE SCENES If you’re hands-on, organized, and thrive in a fast-paced environment, this role is for you. As a Client Services Associate, you’ll support daily office operations through mail handling, print services, and workplace coordination. From managing deliveries to maintaining essential supplies, your work ensures the office runs efficiently and teams have what they need to stay productive. WHY THIS ROLE MATTERS This role plays a key part in maintaining the flow of daily operations. By ensuring accurate mail distribution, timely processing of requests, and well-managed workspaces, you help create a reliable and efficient environment. WHAT YOU’LL DO Mail & Shipping Operations * Receive, sort, and distribute inbound mail and packages. * Process outgoing shipments using postage and shipping systems. * Track deliveries and maintain accurate records using scanning tools and tracking systems. * Respond to inquiries related to mail and package status. Print & Office Support * Fulfill basic print and document requests. * Provide light support for copier equipment, including toner replacement and upkeep. Workplace & Inventory Support * Monitor and replenish paper and office supplies in copy/mail areas. * Maintain clean, organized mailrooms and service areas. * Assist with meeting room setups, office moves, and workplace support tasks as needed Operational Support * Communicate with employees regarding deliveries and service requests. * Crosstrain across mailroom functions and support additional operational needs. * Follow all safety, security, and company procedures. * Assist with additional tasks as assigned. WHAT YOU BRING * Strong communication and customer service skills * Ability to work independently and stay organized * Familiarity with shipping/receiving processes (preferred) * Comfort using basic office systems and Microsoft Office * Hands-on, reliable, and adaptable in a dynamic environment QUALIFICATIONS * Requires a valid driver's license and clean Motor Vehicle Record background. * High school diploma or equivalent required * 2+ years of relevant experience preferred * Experience with handheld scanners, pallet jacks, or carts (preferred) * Ability to work assigned hours, including occasional overtime PHYSICAL REQUIREMENTS * Ability to lift and move packages (20–40 lbs. frequently; up to 60 lbs. with carts) * Ability to stand, walk, bend, and move throughout the day * Comfortable working in varying environmental conditions * Ability to perform manual tasks and operate office equipment Compensation:  The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. Our company uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range $20—$22 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. * 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. 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. 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 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. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. 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 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.

Your Future Team Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The firm was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.   Bel Air Investment Advisors employs more than 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support. The company is looking to add a Client Service/Advisory Associate (CSA) to help the team grow.   What You’ll Do * Coordinates the implementation of the service and operational functions of the advisory team necessary to ensure proper servicing of clients and the timely/accurate execution of investments.    * Acts as a liaison between the advisory team, their clients & internal departments to provide day to day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities. * Coordinates the new client process including participating in meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers. * Coordinates the asset allocation & reallocation process including, addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s). * Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests. * Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests.  Solve problems through a strong understanding of operational and firm processes. * Performs other necessary duties and participates in Firm projects as assigned.   What You’ll Bring The candidate should have strong professional verbal and written communication, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.   The ideal candidate will have experience and attributes in the following areas: * Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm. * Strong understanding of standard concepts, practices, and procedures within the industry. * Self-starter who takes initiative to identify and complete tasks.  Can handle multiple assignments and work in a fast-paced environment. * Ability to solve problems, anticipate needs and provide superior service. * High energy with ability to handle pressure and meet deadlines.  * Detail-oriented with ability to prioritize and organize workflow * Ability to work effectively in a team environment * Flexible and willing to perform other tasks as assigned * Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook. * BA/BS degree in finance or related field preferred   What We Offer * Coverage on the first day of employment for medical, dental, and vision insurance * Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) * 401k matching plan * HSA employer contributions * Student loan assistance * Pet insurance * Base salary of $110,00- $120,000 plus discretionary bonus (exact base salary amount will be dependent on experience)   Hightower’s Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).    AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.   You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.