Lead Client Services Associate
$26 per hourSPS North America Inc
Lead Client Services AssociateSeattle, Washington, United StatesJob Title: Client Services LeadReports To: The Client Services Lead will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Lead provides exceptional oversight and administration of office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products 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. This position leads (with the direction of the supervisor) the client services onsite.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:Provides 5-star customer service to all employees (in all forms of communication).Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.Manages outgoing mail/package transactions.Performs duties associated with shipping and receiving of materials.Notifies employees upon receipt of inbound deliveries.Distributes mail/packages to company personnel.Acts as point of contact for company personnel on mail/package inquiries.Performs daily key ops of convenience multi-function devices (ensuring functionality, replenishing toner/paper).Submit work orders for certain requests.Service and replenish the barista, pantry, conference, kitchen, or meeting areas.Will perform meeting room and conference room set ups.May perform building occupant moves within assigned facilities.Will perform light maintenance and cleaning duties as assigned.Maintains the Business Service Center area in a neat and orderly fashion.Monitors level of office supplies on the floor, and replenishing and orders accordingly.Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.Proactively seeks out additional work during downtime.Builds professional relationships with customers and other teams.Maintains professionalism and composure when interacting with all employees.Trains back-up and providing guidance on policies and procedures.Determines what additional support is needed when handling sensitive inquiries.Provides exceptional customer service to client.Provides reception or concierge (front of office) coverage as needed.Assign tasks to team members.Determines the completion timeline and monitors progress to keep the project on track and on schedule.Communicates clear instructions to team members.Creates and distributes reports to update the company on the team's progress.Works in conjunction with supervisor to determine day-to-day operational needs at the site.Competencies:Strong verbal and written communication skills.Excellent customer service skills.PC skills – MS Office Suite experience.Ability to handle multiple tasks simultaneously.Good organizational skills.Working knowledge of MFD equipment.Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.Possesses the ability to work independently and is capable of completing projects.Ability to determine the correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.Qualifications and Education Requirements:High School Diploma (or equivalent) required.2+ years prior work experience preferred.1+ year of lead experience preferred, or the equivalent of professional experiences.Ability to work assigned work hours determined by the manager.Excellent organizational and time management skills.Analytical abilities and aptitude in problem-solving.Superb written and verbal communication skills.Current knowledge or ability to learn computer-based systems required for functions of position.Required to maintain an overall professional appearance and attitude.Adhere to all policies and procedures required.Training and Leadership proven abilities to organize, motivate, and retain team.Physical Demands:Approximately 50% of the time this position requires the below 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: None or NegligibleOther 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.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$26 - $26 USDWHAT WE OFFERCareer 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 SPSSPS 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
- ...markets and develop world-class, client-relevant capabilities.... ...are dedicated to putting client service first in all they do. We... ...As an Apella Account Services Associate (ASA), you will serve in a key... ...Client Relationship Specialist, Lead and works as part of a team of...SuggestedFull timeTemporary workWork at officeRemote workFlexible hours
- ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-... ...advisor efficiency Own a designated firm-wide specialty, leading projects, improving workflows, and establishing best practices...SuggestedFull timeWork at office
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced... ...improve workflows, establish best practices, and lead projects within the assigned specialty area...SuggestedFull timeWork at office
$365k - $420k
...Description:Ashurst Perkins Coie LLP is a leading international law firm and has... ..., dedication to serving our clients, and mutual respect. We are regularly... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional...SuggestedFull time$65k - $75k
...Client Service AssociateFocus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management... ...future. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management...SuggestedInternshipWork at officeLocal areaRemote work2 days per week- ...Oppenheimer & Co. Inc. is seeking a Client Service Associate for our Seattle or Bellevue branch. The CSA supports Financial Professionals in day-to-day wealth management operations, handling paperwork, client inquiries, and account servicing to uphold service excellence...
$80k - $85k
...Client Service AssociateThe Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service... ...of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will...Work at office$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...Temporary workWork at officeFlexible hours- ...Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...
$72k - $85k
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private... ...in this role build trusted relationships. Leading with a client first mindset, a successful candidate...Temporary workWork at officeLocal area$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support Financial Advisors...Full timePart timeLocal area$22.64 per hour
...About The Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality... ...seamless, premium experience. What You’ll Do The Logistics Lead: Master the lifecycle of mail and packages. From secure...Full timeTemporary workPart timeWork experience placement$50k - $60k
...Client Service AssociateOppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA's primary responsibility is to support Financial Professionals in day-to-day operations...Full timePart time$90k - $110k
...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... ...national honors for community impact.We lead the industry in aligning wealth, passion,... ....As a critical member of the Client Service team, you'll collaborate closely with lead...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...$365k - $420k
...Private Client Services Associate Attorney - MidlevelDirect Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.4–6 Years Experience | Multiple...Work at office$60k - $70k
...you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...Work at office- Coldstream is hiring a Client Service Associate in Bellevue, WA. You’ll support the wealth management team, managing client data, scheduling meetings, and onboarding new clients. The role offers growth paths within the Registered Investment Advisor space. Expect 1-3 years...
- Focus Partners Wealth is seeking a Client Service Associate to join our Wealth Management team in Seattle/Bellevue with a hybrid schedule. The CSA supports onboarding, account maintenance, reporting, and client communications to ensure exceptional service across custodians...Work at office
- Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Seattle or Bellevue branch in Washington. The RCSA will support Financial Advisors in sales, marketing and day-to-day operations, requiring independence and teamwork to help grow the wealth...
- A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial...
- Focus Partners Wealth LLC is seeking a Client Service Associate to support the Wealth Management team with account applications, asset transfers, and client requests at custodians. You will assist compliance, prepare financial schedules and client presentations, and communicate...Work at officeRemote work3 days per week
$80k - $85k
...Invesco As one of the world's leading independent global investment... ...possibilities for our clients. By delivering the combined power... ...the Team: The Client Service team is part of a small boutique... ...for our next Client Service Associate to support our growing business...Full timePart timeWork at officeFlexible hours- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
$54k - $72k
...Client Service Associate - Shared Support Team Bellevue, WA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and...$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for...Full timeTemporary workWork at officeLocal areaWork visa$35.15k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for...Full timeTemporary workWork at officeLocal areaWork visa$65k - $75k
...Job Description Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral... ...clients in all 50 states. Focus Partners is part of Focus a leading financial services firm comprised of wealth management family...Full timeInternshipWork at officeLocal areaRemote work2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Client Services Associate. Be the first to apply!
- client relationship associate Seattle, WA
- client success associate Seattle, WA
- client account associate Seattle, WA
- client services associate Seattle, WA
- registered client associate Seattle, WA
- service advisor automotive Seattle, WA
- internal service advisor Seattle, WA
- staff services manager Seattle, WA
- patient service specialist Seattle, WA
- court services officer Seattle, WA




