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city

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<h3>Job Description</h3>
Job DescriptionBenaiah Consulting Group has been engaged to help one of the most progressive-minded, forward-thinking CPA firms we've worked with over the last five years build out what is already a highly successful Client Accounting Advisory Services (CAAS) division. This firm combines the resources, reputation and legacy of a three-decade-old leader in their market, coupled with the energy, flexibility and vision of a start-up mindset. Why This Role Stands Out
Our client is a well-established, people-first CPA firm with a growing CAS (Client Accounting Services) practice that’s ready for its next leap forward. With almost $2M in current annual revenue, a dedicated client base, and firmwide support, they’re looking for a leader who can transform this practice into a true Business Advisory Group that will be a cornerstone of strategic growth for the firm over the next decade.
This is not just another accounting leadership role.
It’s a chance to build something lasting.
For the right candidate, the path doesn’t stop at Director — it leads directly to partnership.
What You’ll Do
<ul>
<li>
Lead, mentor, and inspire a team of 11+ professionals, raising the bar for performance and growth.
</li>
<li>
Redesign processes for scalability and profitability, moving from hourly billing to value-based/fixed-fee engagements and MRR for their monthly clients.
</li>
<li>
Drive adoption of accounting technology and AI tools, proactively delivering solutions before clients even ask.
</li>
<li>
Partner with business owners ranging from start-up/pre-investment entities to $25M+ growth-focused businesses translating financials into real-world strategies and actionable insights.
</li>
<li>
Manage a range of engagements from outsourced accounting to monthly close/review to high-value advisory.
</li>
<li>
Collaborate with firm leadership to expand offerings, grow client relationships, and increase market visibility.
</li>
</ul>
What We’re Looking For
<ul>
<li>
Proven leadership in public accounting, outsourced accounting, or advisory services.
</li>
<li>
Strong people manager who can coach, inspire, and empower teams to achieve at their highest level
</li>
<li>
Comfortable with technology, AI, and driving change in accounting workflows.
</li>
<li>
A client-facing professional who thrives on relationships and delivering strategy, not just reports.
</li>
<li>
Tax and/or multidisciplinary experience in small to mid-sized firms is highly valued.
</li>
<li>
CPA or equivalent designation preferred.
</li>
</ul>
What’s In It For You
<ul>
<li>
Competitive Base: $140K–$160K+ based on experience.
</li>
<li>
Performance Incentives: Compensation tied to practice growth and profitability
</li>
<li>
Partnership Path: Genuine opportunity for the right candidate.
</li>
<li>
Culture That Cares: A people-first firm where leadership matters and your voice is heard.
</li>
</ul>
If you’re ready to take your CAS expertise to a new level — leading with autonomy, building trusted client relationships, and scaling a practice with strong support — this is the kind of opportunity that doesn’t come around often

Director-Client Accounting Services

<h3>Job Description</h3>
Job DescriptionDescription:
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
 
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
 
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
 
Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
 
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
 
In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
 
Position Overview
 
As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships.
 
Location: Rochester, NY
Compensation: Starting at $25/hour
Reports To: Client Services Team Lead
Schedule: Monday - Friday, In Office, 9:00am - 6:00pm (EST)
 
Primary Responsibilities
 
Responsibilities
<ul>
<li>Issue Resolution – Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary.</li>
<li>Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions.</li>
<li>Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call &amp; case resolution, minimal escalations, and high client retention &amp; satisfaction.</li>
<li>Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed.</li>
<li>Continued Learning – Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes.</li>
</ul>
Expectations
<ul>
<li>Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up.</li>
<li>Problem Solve: Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information.</li>
<li>Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders.</li>
<li>Guidance – Provide clients with guidance on HR and Payroll best practices, software change management, and alignment with Paylocity products.</li>
</ul>
Education and Experience
 Required
<ul>
<li>Bachelor’s degree in Business, Marketing, Communications, Organizational Leadership, International Business, Hospitality, Finance or Accounting, OR High School Diploma with a minimum of 2 years of relevant HCM experience</li>
<li>Proficiency in Microsoft Office suite</li>
<li>Strong written communication skills for business correspondence.</li>
<li>Strong team player with attention to detail</li>
<li>Self-starter with the ability to handle multiple projects at once.</li>
<li>Essential skills: Analytical thinking, problem-solving, time management, communication, and decision-making.</li>
</ul>
Preferred
<ul>
<li>CPP, FPC, APA, and/or SHRM-CP certified</li>
<li>Experience in customer service or previous client interfacing role</li>
<li>Experience in payroll and/or call center environment</li>
</ul>
Physical requirements
<ul>
<li>Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.</li>
<li>Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.</li>
</ul>
Paylocity is an equal opportunity employer. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
 
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
 
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
 
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
 
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact <a href="mailto:LeaveBenefits@paylocity.com" target="_blank">LeaveBenefits@paylocity.com</a>. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
 
The pay range for this position is $19 - $25 /hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via <a href="http://www.paylocity.com/careers" target="_blank">www.paylocity.com/careers</a>.
Requirements:

Client Services Representative

<h3>Job Description</h3>
Job Description
About the Role
Kara is seeking a dedicated and compassionate Client Services Manager to serve as a crucial link between our grief support services and those seeking assistance. This position combines providing exceptional, culturally attuned client service with the efficient management of key agency administrative functions. In this role, you will be the primary point of contact for all inquiries, ensuring potential clients are well-informed and connected to the appropriate resources, and you will also manage the client services team, consisting of your full-time role and two part-time employees. Responsibilities include managing phone and web-based communications, maintaining accurate service information, and coordinating room reservations and supplies to support our programs. While client interaction and support are paramount, you will also play a role in maintaining a smooth operational flow, ensuring our team can effectively deliver our mission. The ideal candidate will possess strong interpersonal, communication, and organizational skills, a deep commitment to our values of empathy and compassion, and the ability to manage both client-facing and operational tasks with professionalism and care.
To be considered for this position please submit a cover/interest letter with your resume. The letter should clearly express why you are interested in working for Kara (a nonprofit dedicated to serving the bereaved), what connects you to our mission, and how your skills and experiences uniquely qualify you for the role.
Key Responsibilities include, but are not limited to the following:
Client &amp; Customer Service
<ul>
<li>Responsible for providing excellent culturally attuned customer service and ensuring client services team does the same, including understanding and communicating Kara service options available to potential clients.</li>
<li>Manages all incoming phone inquiries with compassion and care, capturing and recording appropriate information, and routing requests to service programs and departments.</li>
<li>Manages all incoming web-based inquiries, including follow up communication as needed, and routing requests to service programs and departments.</li>
<li>Ensures all clients, volunteers and guests are greeted and directed in a compassionate, hospitable, and helpful manner.</li>
<li>Regularly communicates with Executive Director and Director of Client Services and Programs regarding significant client issues or concerns.</li>
<li>Proactively identifies and proposes opportunities to improve efficiency of client focused operational systems and processes.</li>
</ul>
Program &amp; Service Support
<ul>
<li>Manages and provides guidance and training for client services team (2) and operational volunteers as needed.</li>
<li>Collaborates and communicates with program directors and staff to ensure client service requests are managed seamlessly.</li>
<li>Maintains current information on community resources that complement grief support services for staff, volunteers and clients.</li>
<li>Maintains supplies for select Drop-In grief groups conducted at the Kingsley office.</li>
<li>Manages and maintains the grief-related books lending library.</li>
<li>Prepares written information and documentation for agency-related reports regarding client services.</li>
<li>Provides quarterly Service Request reports for analysis and data review.</li>
<li>In concert with Executive Director, manages Background Check administrative process for volunteers and therapy program associates.</li>
</ul>
Office &amp; Facility Management
<ul>
<li>Maintains the Kara Room Reservation System (currently Planyo); including room reservation request procedures, user administration, program support, and assists and guides volunteers with meeting room reservations as needed.</li>
<li>Keeps informational service related collateral and resources updated and accessible throughout the Kingsley office facility.</li>
<li>Ensures all meeting rooms at Kingsley location are maintained in good order and stocked with appropriate supplies, including kitchen area and shared meeting spaces.</li>
<li>Ensures all meeting room equipment (air purifiers, heaters, etc) at the Kingsley location are appropriately maintained and in working order.</li>
<li>Manages and maintains supplies and materials in support of program-related services.</li>
<li>Oversees the distribution all incoming correspondence, mail, deliveries, and monetary receipts in accordance with established procedures.</li>
<li>Works with Finance &amp; Operations Manager as a liaison with lessor First Presbyterian representative(s) (including custodial) to address all logistics issues including maintenance concerns, and building security issues of all rental space.</li>
<li>In concert with Finance &amp; Operations Manager, assists in managing the VoiceEdge cloud phone system.</li>
<li>In concert with Executive Director and Finance &amp; Operations Manager, coordinates meeting room reservations at First Presbyterian campus site in support of agency-wide and program specific activities.</li>
<li>Serves as the primary key custodian, ensuring necessary keys are distributed to staff and volunteers per established procedures.</li>
<li>Serves as liaison and communicator with other tenants on property (currently The Learning Center).</li>
</ul>
Required Qualifications
<ul>
<li>Keen understanding of Kara's mission and commitment to empathy and compassion.</li>
<li>Client-centered and culturally attuned approach to supporting individuals navigating loss and grief.</li>
<li>Fluency in Spanish and English.</li>
<li>Bachelor’s Degree or equivalent.</li>
<li>3-5 years of relevant experience.</li>
<li>High standard of professionalism, integrity, and confidentiality.</li>
<li>Excellent interpersonal skills, including the ability to interact effectively with diverse stakeholders (clients, staff, volunteers, partners, vendors).</li>
<li>Strong verbal and written communication skills, including phone proficiency.</li>
<li>Hospitable manner, positive attitude, and sense of humor.</li>
<li>High degree of compassionate presence and patience.</li>
<li>Excellent organizational, time management, planning, and problem-solving skills.</li>
<li>Ability to resolve problems with patience, respect, and professionalism.</li>
<li>Adaptability and ability to work effectively in a team.</li>
<li>Flexible, resourceful, and innovative with strong initiative and follow-through.</li>
<li>Ability to work under pressure and manage competing priorities.</li>
<li>Strong managerial skills including effective training and volunteer supervision.</li>
<li>Proficiency in Microsoft Office Suite, Google Apps Suite, Zoom, Internet navigation, and database applications.</li>
<li>Familiarity with design software (Adobe Suite).</li>
<li>Proficiency in operating office equipment and basic IT/networking understanding.</li>
<li>Ability to work evenings and weekends periodically.</li>
<li>Quick to learn, and willingness to ask for assistance.</li>
</ul>
Preferred Qualifications
<ul>
<li>Non-profit / Social Services / Health Care experience</li>
<li>Experience as a Kara volunteer or similar program requiring understanding of grief support structures.</li>
</ul>
To be considered for this position please submit a cover/interest letter with your resume. The letter should clearly express why you are interested in working for Kara (a nonprofit dedicated to serving the bereaved), what connects you to our mission, and how your skills and experiences uniquely qualify you for the role.
Company DescriptionAs a nonprofit organization serving the San Francisco Bay Area since 1976, Kara provides comprehensive bereavement support, grief education and crisis response to individuals and communities facing the difficult realities of death and dying. Serving over 5,000 individuals annually, Kara provides a wide breadth of grief support and education services to the community including: individual and group peer support; in- house psychotherapy; on-site crisis intervention; bereavement education and training services; Camp Kara, a bereavement camp for children 6-17 years old; and community events. Through a time-tested and highly effective peer model (adopted from the Shanti Model), over 200 trained volunteers, supervised by professional staff, support grieving adults and children as they navigate loss. Kara provides a space where those in grief find deep relief in the company of others who understand. Our peer services are designed to be accessible and are offered at no cost to those we serve. We are funded primarily by charitable donations and the heartfelt generosity of the community we serve. Kara is committed to the principles of diversity, equity and inclusion and maintains no affiliations with any religious or government-based organizations. 
<h3>Company Description</h3>
As a nonprofit organization serving the San Francisco Bay Area since 1976, Kara provides comprehensive bereavement support, grief education and crisis response to individuals and communities facing the difficult realities of death and dying. Serving over 5,000 individuals annually, Kara provides a wide breadth of grief support and education services to the community including: individual and group peer support; in- house psychotherapy; on-site crisis intervention; bereavement education and training services; Camp Kara, a bereavement camp for children 6-17 years old; and community events. \r\n\r\nThrough a time-tested and highly effective peer model (adopted from the Shanti Model), over 200 trained volunteers, supervised by professional staff, support grieving adults and children as they navigate loss. Kara provides a space where those in grief find deep relief in the company of others who understand. Our peer services are designed to be accessible and are offered at no cost to those we serve. We are funded primarily by charitable donations and the heartfelt generosity of the community we serve.\r\n\r\nKara is committed to the principles of diversity, equity and inclusion and maintains no affiliations with any religious or government-based organizations.

Client Services Manager (Bilingual - Spanish/English)

<h3>Job Description</h3>
Job 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.
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:
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication).</li>
<li>Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.</li>
<li>Manages outgoing mail/package transactions.</li>
<li>Performs duties associated with shipping and receiving of materials.</li>
<li>Notifies employees upon receipt of inbound deliveries.</li>
<li>Distributes mail/packages to company personnel.</li>
<li>Acts as point of contact for company personnel on mail/package inquiries.</li>
<li>Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).</li>
<li>Submit work orders for certain requests.</li>
<li>Service and replenish the barista, pantry, conference, kitchen, or meetings areas.</li>
<li>Will perform meeting room and conference room set ups.</li>
<li>May perform building occupant moves within assigned facilities.</li>
<li>Will perform light maintenance and cleaning duties as assigned.</li>
<li>Maintains the Business Service Center area in a neat and orderly fashion.</li>
<li>Monitors level of office supplies on the floor, and replenishing and orders accordingly.</li>
<li>Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.</li>
<li>Proactively seeks out additional work during downtime.</li>
<li>Builds professional relationships with customers and other teams.</li>
<li>Maintains professionalism and composure when interacting with all employees.</li>
<li>Trains back-up and providing guidance on policies and procedures.</li>
<li>Determines what additional support is needed when handling sensitive inquiries.</li>
<li>Provides exceptional customer service to client.</li>
<li>Provides reception or concierge (front of office) coverage as needed.</li>
</ul>
Competencies:
<ul>
<li>Strong verbal and written communication skills.</li>
<li>Excellent customer service skills.</li>
<li>PC skills MS Office Suite experience.</li>
<li>Ability to handle multiple tasks simultaneously.</li>
<li>Good organizational skills.</li>
<li>Working knowledge of MFD equipment.</li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.</li>
<li>Possesses ability to work independently and capable of completing projects.</li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.</li>
</ul>
Qualifications and Education Requirements:
<ul>
<li>High School Diploma (or equivalent) required.</li>
<li>1+ years prior work experience preferred.</li>
<li>Ability to work assigned work hours determined by manager.</li>
<li>Excellent organizational and time management skills.</li>
<li>Analytical abilities and aptitude in problem-solving.</li>
<li>Superb written and verbal communication skills.</li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position.</li>
<li>Required to maintain an overall professional appearance and attitude.</li>
<li>Adhere to all policies and procedures required.</li>
</ul>
Physical Demands:
<ul>
<li>Approximately 50% of the time this position requires the below physical demands.</li>
</ul>
<ul>
<ul>
<li>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.</li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.</li>
<li>Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).</li>
<li>Ability to lift or move 40 lbs. or greater frequently.</li>
</ul>
</ul>
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$23—$24 USD
WHAT WE OFFER
<ul>
<li>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!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul>
<li>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.</li>
</ul>
</li>
</ul>
About SPS
 is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. 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.
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 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.

Client Services Associate

<h3>Job Description</h3>
Job 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:
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication). </li>
<li>Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. </li>
<li>Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine. </li>
<li>Maintains records of receipt, mailing dates, and other required information. </li>
<li>Manages outgoing mail/package transactions. </li>
<li>Performs duties associated with shipping and receiving of materials. </li>
<li>Notifies employees upon receipt of inbound deliveries. </li>
<li>Distributes mail/packages to company personnel. </li>
<li>Acts as point of contact for company personnel on mail/package inquiries. </li>
<li>Submit work orders for certain requests. </li>
<li>Maintains the Business Service Center area in a neat and orderly fashion. </li>
<li>Monitors level of office supplies on the floor and replenishing and orders accordingly. </li>
<li>Proactively seeks out additional work during downtime. </li>
<li>Builds professional relationships with customers and other teams. </li>
<li>Maintains professionalism and composure when interacting with all employees. </li>
<li>Trains back-up and providing guidance on policies and procedures. </li>
<li>Determines what additional support is needed when handling sensitive inquiries. </li>
<li>Provides exceptional customer service to client. </li>
<li>Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed. </li>
</ul>
Competencies: 
<ul>
<li>Strong verbal and written communication skills. </li>
<li>Excellent customer service skills. </li>
<li>PC skills MS Office Suite experience. </li>
<li>Ability to handle multiple tasks simultaneously. </li>
<li>Good organizational skills. </li>
<li>Working knowledge of MFD equipment. </li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions. </li>
<li>Possesses ability to work independently and is capable of completing projects. </li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. </li>
</ul>
Qualifications and Education Requirements:
<ul>
<li>High School Diploma (or equivalent) required. </li>
<li>2+ years prior work experience preferred. </li>
<li>Ability to work assigned work hours determined by manager. </li>
<li>Flexible, Adaptable, and Dependable.</li>
<li>A Team Player.</li>
<li>Excellent organizational and time management skills. </li>
<li>Analytical abilities and aptitude in problem-solving. </li>
<li>Superb written and verbal communication skills. </li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position. </li>
<li>Required to maintain an overall professional appearance and attitude. </li>
<li>Adhere to all policies and procedures required. </li>
</ul>
Physical Demands:
<ul>
<li>Approximately 50% of the time this position requires the below physical demands. </li>
<li>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. </li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. </li>
<li>Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.). </li>
<li>Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension. </li>
<li>Ability to lift or move 40 lbs. or greater frequently. </li>
</ul>
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$18—$19 USD
WHAT WE OFFER
<ul>
<li>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!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul>
<li>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.</li>
</ul>
</li>
</ul>
About SPS
 is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. 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.
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 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.

<h3>Job Description</h3>
Job 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.
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:
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication).</li>
<li>Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.</li>
<li>Manages outgoing mail/package transactions.</li>
<li>Performs duties associated with shipping and receiving of materials.</li>
<li>Notifies employees upon receipt of inbound deliveries.</li>
<li>Distributes mail/packages to company personnel.</li>
<li>Acts as point of contact for company personnel on mail/package inquiries.</li>
<li>Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).</li>
<li>Submit work orders for certain requests.</li>
<li>Service and replenish the barista, pantry, conference, kitchen, or meetings areas.</li>
<li>Will perform meeting room and conference room set ups.</li>
<li>May perform building occupant moves within assigned facilities.</li>
<li>Will perform light maintenance and cleaning duties as assigned.</li>
<li>Maintains the Business Service Center area in a neat and orderly fashion.</li>
<li>Monitors level of office supplies on the floor, and replenishing and orders accordingly.</li>
<li>Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.</li>
<li>Proactively seeks out additional work during downtime.</li>
<li>Builds professional relationships with customers and other teams.</li>
<li>Maintains professionalism and composure when interacting with all employees.</li>
<li>Trains back-up and providing guidance on policies and procedures.</li>
<li>Determines what additional support is needed when handling sensitive inquiries.</li>
<li>Provides exceptional customer service to client.</li>
<li>Provides reception or concierge (front of office) coverage as needed.</li>
</ul>
Competencies:
<ul>
<li>Strong verbal and written communication skills.</li>
<li>Excellent customer service skills.</li>
<li>PC skills MS Office Suite experience.</li>
<li>Ability to handle multiple tasks simultaneously.</li>
<li>Good organizational skills.</li>
<li>Working knowledge of MFD equipment.</li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.</li>
<li>Possesses ability to work independently and capable of completing projects.</li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.</li>
</ul>
Qualifications and Education Requirements:
<ul>
<li>High School Diploma (or equivalent) required.</li>
<li>1+ years prior work experience preferred.</li>
<li>Ability to work assigned work hours determined by manager.</li>
<li>Excellent organizational and time management skills.</li>
<li>Analytical abilities and aptitude in problem-solving.</li>
<li>Superb written and verbal communication skills.</li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position.</li>
<li>Required to maintain an overall professional appearance and attitude.</li>
<li>Adhere to all policies and procedures required.</li>
</ul>
Physical Demands:
<ul>
<li>Approximately 50% of the time this position requires the below physical demands.</li>
</ul>
<ul>
<ul>
<li>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.</li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.</li>
<li>Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).</li>
<li>Ability to lift or move 40 lbs. or greater frequently.</li>
</ul>
</ul>
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$25—$25 USD
WHAT WE OFFER
<ul>
<li>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!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul>
<li>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.</li>
</ul>
</li>
</ul>
About SPS
 is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. 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.
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 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.

<h3>Job Description</h3>
Job 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:
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication). </li>
<li>Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. </li>
<li>Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine. </li>
<li>Maintains records of receipt, mailing dates, and other required information. </li>
<li>Manages outgoing mail/package transactions. </li>
<li>Performs duties associated with shipping and receiving of materials. </li>
<li>Notifies employees upon receipt of inbound deliveries. </li>
<li>Distributes mail/packages to company personnel. </li>
<li>Acts as point of contact for company personnel on mail/package inquiries. </li>
<li>Submit work orders for certain requests. </li>
<li>Maintains the Business Service Center area in a neat and orderly fashion. </li>
<li>Monitors level of office supplies on the floor and replenishing and orders accordingly. </li>
<li>Proactively seeks out additional work during downtime. </li>
<li>Builds professional relationships with customers and other teams. </li>
<li>Maintains professionalism and composure when interacting with all employees. </li>
<li>Trains back-up and providing guidance on policies and procedures. </li>
<li>Determines what additional support is needed when handling sensitive inquiries. </li>
<li>Provides exceptional customer service to client. </li>
<li>Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed. </li>
</ul>
Competencies: 
<ul>
<li>Strong verbal and written communication skills. </li>
<li>Excellent customer service skills. </li>
<li>PC skills MS Office Suite experience. </li>
<li>Ability to handle multiple tasks simultaneously. </li>
<li>Good organizational skills. </li>
<li>Working knowledge of MFD equipment. </li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions. </li>
<li>Possesses ability to work independently and is capable of completing projects. </li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. </li>
</ul>
Qualifications and Education Requirements:
<ul>
<li>High School Diploma (or equivalent) required. </li>
<li>2+ years prior work experience preferred. </li>
<li>Ability to work assigned work hours determined by manager. </li>
<li>Flexible, Adaptable, and Dependable.</li>
<li>A Team Player.</li>
<li>Excellent organizational and time management skills. </li>
<li>Analytical abilities and aptitude in problem-solving. </li>
<li>Superb written and verbal communication skills. </li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position. </li>
<li>Required to maintain an overall professional appearance and attitude. </li>
<li>Adhere to all policies and procedures required. </li>
</ul>
Physical Demands:
<ul>
<li>Approximately 50% of the time this position requires the below physical demands. </li>
<li>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. </li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. </li>
<li>Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.). </li>
<li>Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension. </li>
<li>Ability to lift or move 40 lbs. or greater frequently. </li>
</ul>
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
<ul>
<li>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!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul>
<li>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.</li>
</ul>
</li>
</ul>
About SPS
 is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. 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.
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 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.

<h3>Job Description</h3>
Job Description
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. 
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our team as an Employer Services Associate. Successful candidates will be responsible for working directly with our Clients by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. 
Our mission-driven associates are often the first point of contact for clients, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As an Employer Services Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. 
What Will You Be Doing?
Day-to-day you will be expected to:
<ul>
<li>Partner with your designated team and cross-functionally with Client Success Manager to manage clients consisting of advisors and employers to ensure their servicing needs are being met and assist with administration issues</li>
<li>Manage client expectations to avoid any disconnects with process and timing standard</li>
<li>Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction. </li>
<li>Share data-driven insights with our product teams to improve our platform and planning roadmap</li>
<li>Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues</li>
<li>Being the friendly, knowledgeable first point of contact for inbound inquiries </li>
<li>Conducting appropriate and timely follow up to ensure the highest level of service</li>
<li>Communicating in a relatable, humanized way to promote trust and allegiance</li>
<li>Creating tickets and providing follow-up as required</li>
<li>Adhering to client-facing and internal Service Level requirements</li>
<li>Handling complaints, troubleshooting problems, and providing solutions</li>
<li>Effectively gathering and analyzing information while using reason and good judgment to solve client problems</li>
<li>Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines</li>
<li>Providing complete/accurate responses issued with empathy and understanding </li>
<li>Posting interaction within our tooling to document updates to client accounts</li>
</ul>
Requirements
The Necessities:
<ul>
<li>Team mentality and the ability to multitask while attending to a high volume of incoming inquiries </li>
<li>Develop and maintain a strong business partnership with employers and vendors</li>
<li>Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications</li>
<li>Strong commitment to superior customer service</li>
<li>Positive and proactive attitude</li>
<li>Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office</li>
<li>Excellent attention to detail and accuracy, proficient with numbers and basic calculations</li>
<li>Critical thinking skills to be able to use the information in front of you to come to quick and accurate conclusions</li>
</ul>
The Extras:
<ul>
<li>Retirement industry experience</li>
<li>Series 6, 7, 63, 65, 66</li>
<li>QKA, QKC</li>
<li>Six sigma</li>
<li>Previous experience from Banking, Financial Services, Payroll, Employee Benefits</li>
</ul>
This role will be based in our New York City HQ, King of Prussia, PA, or Austin, TX, and will be part of Vestwell's hybrid in-office operation (4x per week)
The expected base salary range for this position is $55K - $60K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from <a href="mailto:recruiting@vestwell.com" target="_blank">recruiting@vestwell.com</a> any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

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