Client Services Lead

Socket.dev; Santa Ana (CA); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Career Growth

Learning & Development

Paid Time Off

Bonuses

Healthcare options

Job summary

Socket.dev is hiring a Document Warehouse Clerk to manage high volumes of financial documents, unpack boxes, stage for storage or scanning, and ensure accurate retrieval with confidentiality. The role emphasizes independent work, deadline discipline, and attention to detail in a production warehouse setting.

The ideal candidate will read handwritten codes, perform basic data entry, and maintain organization while complying with client security policies.

Qualifications

• High School Diploma or equivalent required
• At least 1 year of relevant warehouse/document production experience preferred
• Good with on-the-job training
• Basic computer skills: MS Word, Excel, Outlook
• Excellent customer service, verbal and written communication
• Ability to prioritize and meet deadlines; detail‑oriented
• Strong problem‑solving and independent working ability

Responsibilities

• Process high volumes of financial documents for storage or retrieval
• Unpack, stage and organize banker boxes for scanning or filing
• Read handwritten file numbers/letters accurately
• Meet daily production goals and deadlines
• Maintain confidentiality and comply with security policies
• Operate in a fast-paced environment and adapt to client needs
• Collaborate with team to ensure accurate document handling

Skills

Reading handwriting

Data entry

Math skills

Organized and detail‑oriented

Independent worker

Teamwork

Communication skills

Attendance reliability

Education

High School Diploma or equivalent

Tools

MS Word

MS Excel

MS Outlook

Job description

• Monday through Friday: 3:30 pm to Midnight - Night Shift
• This is NOT Part Time
• (OT offered) Weekends ONLY

As a Document Warehouse Clerk, you can expect to work in a document production warehouse environment. You will be tasked with unpacking boxes of files/documents, staging for on-site or off-site storage, locating, and retrieving documents. This position is highly hands‑on and ideal for those who enjoy straight forward and repetitive tasks, good with meeting deadlines and production goals. A background in any filing work, warehouse/fulfillment or related is helpful.

Key Responsibilities:

• Process high volumes of financial documents for storage or retrieval. This includes unloading banker boxes of documents, prepping for scan or on-site filing.
• Clerk will work on their own to meet/exceed daily production expectations
• Must be able to read hand‑written file numbers/letters
• Problem Solving skills to identify where a file/document needs to go
• Basic Computer skills required: data entry and research work as needed
• Maintain complete confidentiality and adhere to security restrictions set forth by SPS/Client
• Comply with SPS/Client device policy, including but not limited to the prohibition of cell phones, digital cameras or other imaging devices on the work floor
• Comply with a corporate casual dress code
• Other duties and tasks as assigned

Competencies:

• Must be able to work well independently in a fast pace environment
• Must have basic math skills
• Well Organized and detail oriented
• Able to work in a repetitive task
• Able to quickly learn and adapt to Client needs
• Great customer service skills
• Able to meet deadlines/production requirements
• Excellent attendance
• Works well with others in team situations
• Good communication skills

Qualifications:

• High School Diploma or equivalent
• At least 1 year of any work experience relevant to working in a document production warehouse environment; A background in any filing work, warehouse/fulfillment or related is helpful.
• Must be good with on-the-job training
• Computer Skills: Basic proficiency in MS Word, MS Excel, MS Outlook
• Extraordinary customer service, verbal, and written communication skills, works well on your own as well as with others in team situations
• Ability to prioritize work to balance multiple projects and deadlines; Organized and detail‑oriented
• Good problem‑solving; Proactive and able to operate efficiently in a fast‑paced environment

Physical Demands:

• Will lift/push/pull boxes of documents that can weigh up to 50 lbs
• May have to climb on ladders and work in small places at times
• 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 approximately 50 lbs.
• Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.

Travel: None

Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, location, and other job‑related factors.

Vacancy Status: This posting is for an existing vacancy.

Pay Range

$18.15—$18.15 USD

WHAT WE OFFER

• Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities.
• Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do.
• We Recognize Talent: We offer a variety of recognition programs for all levels of employees.
• Paid Time Off: Full time: Minimum of 80 hours/calendar year. Part time/temporary: Minimum of 1 hour for every 30 hours worked. PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take approved time off for any reason.
• Bonuses: Are available for employee and client referrals for current employees.
• Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking Pre‑Tax Plans, 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, and Entertainment Discounts.
• Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

About SPS

SPS is a global workplace solutions and business transformation company operating in more than 20 countries

Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings.

Our clients include leading organizations across banking, insurance, legal, higher education, professional services, and 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 applicable law.

Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.

To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real‑time assistance during interviews. SPS team members may use transcription or note‑taking technology solely to support accurate interview documentation. No AI or automated decision‑making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse Applicant Tracking System to facilitate application management and recruiting workflows. Human recruiters and hiring managers review applications and exercise independent judgment throughout the hiring process

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.

Note: The last two paragraphs are kept; the privacy policy and acknowledgement sections were removed.