Description

Job Title: Client Records Associate

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

Job Overview:

The Client Records Associate sits on-site with the client and ensures the security and preservation of records.

Key Responsibilities: 

• Monitor and listen to customers to understand inquiries and requests in order to provide accurate information and prompt assistance
• File and retrieve documents as required either, hard copy, electronically or microfiche
• Coordinate information creation, receipt, storage retrieval and disposition
• Ensure security and preservation of records in records centers and inactive records
• Exhibit excellence in customer service and the ability to serve others
• Ensure the application of retention schedules to inactive records
• Answer verbal, telephone, written and E-mail inquiries, regarding records requests in an efficient manner
• Prepare new files within the records system guidelines
• Other duties as assigned

Competencies:

• Results oriented
• Driven by client satisfaction
• Strong integrity, solid business ethics
• Excellent presentation and interpersonal skills
• Excellent written and oral communication skills
• Expert in customer service skills, professional attitude and appearance
• Good organizational skills
• Ability to maintain confidentiality
• Attention to detail
• Able to speak clearly so listeners understand, identify and understand the speech of another person
• Visual acuity
• Strong initiative required; ability to work independently with minimal direct supervision
• Flexibility in dealing with simultaneous projects
• Ability to learn skills quickly
• Reading, writing, and arithmetic skills required

Qualifications:

• High School Diploma or equivalent
• Working knowledge of Microsoft products pertaining to the specific position including but not limited to Outlook, Word, and Excel etc.

Physical Demands:

• Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.
• Ability to walk, bend, kneel, stand, and/or sit for an extended period of time
• Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.)
• Ability to lift or move 40 lbs. or greater frequently

Travel: No travel required.

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.

About SPS

SPS is an award-winning employer of choice offering innovative Enterprise Workplace Solutions and Technology Business Solutions to our clients throughout North America including many Fortune 500 companies. A career with SPS includes a robust onboarding and training program to help you unlock your career path possibilities.

In North America, our services include office services such as reception/lobby concierge, mail center, and conference room management in addition to document processing services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, legal, insurance, technology, higher education, advertising, and other professional services, including many Fortune 500 companies.

At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity, and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by law.

We encourage candidates to review all our job listings and learn more about SPS at our company website www.spsglobal.com.

SPS. The Power of Possibility.

Qualifications