Lead Client Services Associate (financial firm)

SPS North America; New York (NY); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Career growth

Learning & development

Recognition programs

Paid time off

Referral bonuses

Benefits package

Job summary

SPS North America in New York, NY seeks a Client Services Lead to manage onsite office and mailroom operations, coordinate daily workflows, and guide a team to deliver reliable workplace services and top-notch customer care.

The role emphasizes leadership, organization, and strong communication to ensure efficient operations and consistent service across the site.

Qualifications

• High School Diploma or equivalent required.
• 2+ years of office services, mailroom, or workplace operations experience preferred.
• Previous team leadership experience preferred.
• Strong communication, customer service, and organizational skills.
• Basic knowledge of shipping, receiving, and office equipment.
• Ability to multitask, solve problems, and work independently.

Responsibilities

• Oversee onsite office and mailroom operations, coordinating daily workflows.
• Manage mail, packages, shipping/receiving, and tracking records.
• Monitor printers and copiers; replenish supplies and submit service requests.
• Coordinate conference room setups, office moves, and workplace support.
• Provide reception or concierge coverage as needed.
• Train and guide team members on procedures and service standards.
• Coordinate daily operational needs with site leadership.
• Prepare progress reports and identify additional support needs.

Skills

Communication skills

Customer service

Organizational skills

Multitasking

Problem solving

Education

High School Diploma or equivalent

Tools

Shipping & Receiving knowledge

Job description

New York, New York, United States

Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership

Typical work hours: Mondays to Fridays, 8:00AM - 5:00PM

Lead the Service. Keep the Workplace Running.

Are you someone who takes initiative, enjoys supporting others, and keeps daily operations on track? As a Client Services Lead, you'll oversee onsite office and mail services, coordinate daily workflows, and guide team members to ensure efficient workplace operations and excellent customer service.

Why This Role Matters

You'll help keep the workplace running smoothly by coordinating daily operations and ensuring consistent, reliable service.

What You'll Do

Office & Mailroom Operations

• Oversee incoming and outgoing mail, including sorting, tracking, distribution, shipping, and receiving.
• Maintain accurate delivery records and handle mail and package inquiries.
• Ensure proper packing, shipping documentation, and delivery procedures.
• Monitor printers, copiers, and multifunction devices; replenish supplies and submit service requests.

Workplace Support

• Manage office supply inventory and restock pantry, kitchen, barista, and meeting areas.
• Coordinate conference room setups and workplace moves.
• Maintain clean, organized, and presentable office and business service areas.
• Provide reception or concierge coverage as needed.
• Assign tasks, communicate priorities, and monitor team progress.
• Train and guide team members on procedures and service standards.
• Coordinate daily operational needs with site leadership.
• Prepare progress reports and identify additional support needs.

What You Bring

• High School Diploma or equivalent.
• 2+ years of office services, mailroom, or workplace operations experience preferred.
• Previous team leadership experience preferred.
• Strong communication, customer service, and organizational skills.
• Basic knowledge of shipping, receiving, and office equipment.
• Ability to multitask, solve problems, and work independently.

Physical Requirements

• Frequently lift or move materials weighing 40 lbs. or more.
• Transport packages using wheeled carts with a load capacity of up to 60 lbs.
• Stand, walk, bend, kneel, and sit for extended periods.
• Operate standard office equipment.

Travel: None or negligible.

Additional Information

Responsibilities may change based on business needs. Other related duties may be assigned as necessary.

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

$20 - $21 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.