As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
Quick apply
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Client Service Associate
Omaha, NE · On-site
$60K - $75K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...
Client Service Associate
Omaha, NE · On-site
$60K - $75K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...
Client Service Associate
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Quick apply
Client Service Associate
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Services Analyst I
Omaha, NE · Hybrid
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Client Services Analyst I
Omaha, NE · Hybrid
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Client Services Analyst I
Omaha, NE · Hybrid
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Client Services Analyst I
Omaha, NE · Hybrid
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Client Services Analyst I
Omaha, NE · Hybrid
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Client Services Analyst I
Omaha, NE · Hybrid
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Client Services Analyst I
Omaha, NE · On-site
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Client Services Analyst I
Omaha, NE · On-site
The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...
Insurance Client Services Representative
Lincoln, NE · On-site
$35K - $48K/yr
Highstreet Insurance & Financial Services, Great Plains is Hiring a Part Time Client Specialist We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client ...
Insurance Client Services Representative
Lincoln, NE · On-site
$35K - $48K/yr
Highstreet Insurance & Financial Services, Great Plains is Hiring a Part Time Client Specialist We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client ...
Insurance Client Services Representative
$35K - $48K/yr
Financial Services, Great Plains is Hiring a Part Time Client Specialist We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative ...
Insurance Client Services Representative
$35K - $48K/yr
Financial Services, Great Plains is Hiring a Part Time Client Specialist We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative ...
Club Services Associate
Nebraska City, NE · On-site
As a Club Services Associate, this role plays a critical part in creating a seamless and welcoming experience for members and guests through attentive service, professionalism, and teamwork. WHAT YOU ...
Club Services Associate
Nebraska City, NE · On-site
As a Club Services Associate, this role plays a critical part in creating a seamless and welcoming experience for members and guests through attentive service, professionalism, and teamwork. WHAT YOU ...
Golf Services Associate
Omaha, NE · On-site
What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...
Golf Services Associate
Omaha, NE · On-site
What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...
Golf Services Associate
Omaha, NE · On-site
What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...
Golf Services Associate
Omaha, NE · On-site
What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...
Insurance Client Services Representative
North Platte, NE · On-site
$38K - $53K/yr
Highstreet Insurance & Financial Services, Great Plains is Hiring!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Specialist to join our fast ...
Insurance Client Services Representative
North Platte, NE · On-site
$38K - $53K/yr
Highstreet Insurance & Financial Services, Great Plains is Hiring!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Specialist to join our fast ...
Financial Client Services Associate information
What are Financial Client Services Associates?
What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?
What is the difference between Financial Client Services Associate vs Financial Advisor?
| Aspect | Financial Client Services Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferred | Requires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher |
| Work Environment | Banking or financial services firms; client support and administrative roles | Independent or firm-based; client consultation and investment planning |
| Employer & Industry Usage | Common in banks, brokerages, and financial institutions | Used across financial planning firms, banks, and independent practices |
The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.
How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 8 days ago
Job description
SPS Global is seeking a professional and service-driven Client Services Associate to support daily office operations and deliver an exceptional workplace experience. This role is ideal for someone who thrives in a fast-paced environment, enjoys staying organized, and takes pride in delivering polished customer service while ensuring operational excellence.
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the efficiency, professionalism, and overall client experience within the office environment.
Typical Work Schedule:
Monday - Friday | 8:00 AM - 5:00 PM
Job Overview
The Client Services Associate supports office operations by managing mail and package handling, shipping and receiving, print and document services, inventory management, and workplace support functions.
This role combines operational support with frontline customer service responsibilities, ensuring all employees, clients, and visitors receive prompt, professional, and efficient assistance.
Reports To:
Client Services Supervisor, Client Services Manager, or equivalent leadership
What You'll DoMail & Shipping Operations
- Manage incoming and outgoing mail and packages with accuracy and accountability
- Handle shipping, receiving, tracking, and chain-of-custody documentation
- Maintain accurate records and ensure timely package processing and delivery
- Serve as a trusted point of contact for mail and logistics inquiries
- Maintain and troubleshoot multifunction devices such as printers and copiers
- Support print, scanning, and document service operations
- Monitor inventory levels including toner, paper, pantry supplies, and office materials
- Ensure office service areas remain organized and operational
- Support meeting room setups and occasional office moves
- Maintain clean, professional, and organized workspaces
- Assist across teams and operational areas as needed
- Proactively identify opportunities to improve efficiency and support workplace operations
- Deliver polished, professional customer service in every interaction
- Collaborate effectively with internal teams and clients
- Maintain professionalism, reliability, and discretion when handling sensitive matters
- Adapt quickly to changing operational needs and priorities
What We're Looking ForRequired
- High School Diploma or equivalent
- Valid driver's license with clean driving record
- Willingness to complete background checks and fingerprinting requirements
- Strong organizational and time-management skills
- Basic computer proficiency and familiarity with Microsoft Office applications
- Ability to adapt to workplace systems and operational tools
- Strong communication and customer service skills
- Experience in office services, mailroom operations, hospitality, logistics, or workplace support environments
- Experience with multifunction devices (MFDs), shipping systems, or tracking software
Competencies
- Customer-first mindset with strong service orientation
- Strong attention to detail and organizational ability
- Ability to multitask and prioritize effectively
- Problem-solving mindset with calm decision-making under pressure
- Independent work capability with collaborative team approach
- Professionalism, reliability, and discretion
Physical Requirements
- Ability to lift or move packages weighing 40-60 lbs.
- Ability to stand, walk, bend, and lift throughout the workday
- Manual dexterity for operating office equipment and workplace tools
Travel:
None or negligible
What We Offer
Career Growth: Opportunities to expand expertise across office services, workplace operations, and client support functions.
Learning & Development: A culture that promotes continuous learning and professional growth.
We Recognize Talent: Recognition programs available across all employee levels.
Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off.
Note: Please inquire with Human Resources regarding benefit offerings for roles under 30 hours per week, as eligibility may vary.
Disclaimer:
This job description is not intended to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this role. Duties and responsibilities may change at any time with or without notice.