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Mail Processing Associate Jobs in Oregon (NOW HIRING)

Plan and manage new account onboarding process including SMA and alternative investments * Closely ... Serve as primary liaison with Salesforce and associated CRM activities, including mail list ...

Job Summary - Sort incoming and outgoing mail daily - Perform envelope stuffing tasks - Operate inserter machines regularly - Stand and move quickly around machines for extended periods - Lift up to ...

... direct mail, and more. * Working with Product, Sales, C-level stakeholders, and Strategy ... Collaborating with Marketing to optimize the opportunity conversion process * Mapping out ...

Human Resources Assistant

Tillamook, OR · On-site

$51K - $67K/yr

The Human Resources Assistant processes a variety of documents, prepares recurring personnel ... Qualifications Education Associate's degree in human resources management, labor relations, or a ...

Program Coordinator - BHRC

Portland, OR · On-site

$26.44 - $32.63/hr

BHRC Associate Director Department: Behavioral Health Resource Center Job Summary The BHRC Program ... processes run efficiently. This role provides vital administrative support to keep the BHRC ...

Program Coordinator - BHRC

Portland, OR · On-site

$26.44 - $32.63/hr

BHRC Associate Director Department: Behavioral Health Resource Center Job Summary The BHRC Program ... processes run efficiently. This role provides vital administrative support to keep the BHRC ...

Accounts Payable Clerk

Portland, OR · On-site

$22 - $23/hr

Process weekly freight uploads in SAP to ensure freight-related costs are recorded and paid ... Sort incoming mail and scan documents to the automated invoice capture email system (Smarteye)

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Mail Processing Associate information

What are Mail Processing Associates?

Mail Processing Associates are professionals responsible for sorting, organizing, and distributing incoming and outgoing mail within an organization or postal facility. They ensure that mail is processed efficiently and delivered to the correct recipients in a timely manner. Their duties often include operating mail sorting machines, verifying addresses, preparing packages for shipment, and maintaining accurate records of mail transactions. Attention to detail and good organizational skills are important for this role.

What is the difference between Mail Processing Associate vs Mail Clerk?

AspectMail Processing AssociateMail Clerk
CredentialsHigh school diploma; some roles may require basic computer skillsHigh school diploma or equivalent
Work EnvironmentPost offices, mailing centers, distribution facilitiesPost offices, corporate mailrooms, shipping departments
Employer & IndustryPostal services, logistics, courier companiesGovernment agencies, businesses, shipping companies
Job FocusProcessing, sorting, and preparing mail for dispatchReceiving, sorting, and distributing incoming and outgoing mail

The Mail Processing Associate and Mail Clerk roles share similarities in work environment and basic credentials. However, Mail Processing Associates often focus more on preparing mail for shipment, while Mail Clerks handle both incoming and outgoing mail distribution. Both positions are essential in postal and logistics industries, with overlapping skills but different primary responsibilities.

What are some common challenges faced by Mail Processing Associates, and how can they be addressed?

Mail Processing Associates often encounter challenges such as handling high volumes of mail during peak periods, maintaining accuracy under time pressure, and adapting to changes in sorting technology or procedures. To address these challenges, it's important to develop strong organizational skills, stay detail-oriented, and be open to ongoing training. Team collaboration and clear communication with supervisors also help ensure that mail is processed efficiently and errors are minimized.

What are the key skills and qualifications needed to thrive as a Mail Processing Associate, and why are they important?

To thrive as a Mail Processing Associate, you need attention to detail, organizational skills, basic literacy, and typically a high school diploma or equivalent. Familiarity with mail sorting machines, barcode scanners, and computerized tracking systems is often required. Reliability, time management, and the ability to work efficiently in a team are standout soft skills for this role. These abilities ensure accurate and timely handling of mail, supporting smooth communication and operations within organizations.
Infographic showing various Mail Processing Associate job openings in Oregon as of May 2026, with employment types broken down into 2% As Needed, 26% Full Time, and 72% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

$70K - $90K/yr

Other

Posted 14 days ago


Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience