Client Relations Manager at Forrest Solutions in New York, New York

Posted in Other 1 day ago.

Type: full-time





Job Description:

Location: New York, NY

Industry: Investment Banking

Schedule: 9am-6pm

Job Summary:

The Client Relations Supervisor will lead the Office Services team at a prestigious investment bank in NYC, ensuring smooth day-to-day operations, exceptional customer service, and a highly organized, presentable office environment. This role combines leadership, operational coordination, vendor oversight, and cross-functional collaboration to support internal stakeholders and uphold service excellence.

Key Responsibilities:

Team Supervision & Coordination (35%)
  • Supervise, train, and mentor the Office Services team to maintain high standards of performance and efficiency.
  • Assign responsibilities and manage daily workload distribution to ensure task completion and service continuity.
  • Conduct performance reviews, offer constructive feedback, and recognize individual and team achievements.
  • Maintain accurate time tracking via Paychex and manage overtime records using OT spreadsheet logs.
  • Cultivate a collaborative, positive work culture focused on continuous improvement and service excellence.

Office Maintenance & Organization (15%)
  • Oversee the upkeep of all office areas, ensuring a professional, clean, and welcoming environment.
  • Monitor inventory and restock office supplies, pantry items, and other essential resources.
  • Coordinate with janitorial and maintenance teams for regular cleaning and maintenance tasks.
  • Implement and maintain systems for effective document filing and office organization.

Customer Service & Support (15%)
  • Serve as the main point of contact for all office services inquiries, ensuring prompt and courteous resolution of issues.
  • Address and resolve service-related concerns, proactively seeking opportunities to improve the employee experience.
  • Manage client access and resolve issues related to SendPro Enterprise software.
  • Liaise with software vendors (SendPro Enterprise and SendSuite Tracking) to address technical issues and explore functionality.

Issue Management (15%)
  • Communicate with on-site handymen and contractors regarding repair and maintenance work.
  • Maintain an up-to-date issue log, tracking progress and resolutions.
  • Close out ServiceNow tickets assigned by the Facilities team related to office repairs or requests.

Vendor Management (5%)
  • Monitor and evaluate vendor performance to ensure service quality and compliance.
  • Escort vendors as needed and generate detailed visit reports.

Office Events & Logistics (10%)
  • Support event planning and execution for internal meetings, conferences, and office events.
  • Coordinate room setups and collaborate with departments to manage event logistics.
  • Prepare meeting rooms and resources in advance to ensure smooth event execution.
  • Manage both short-term and long-term office service projects, tracking progress and follow-ups.
  • Develop and maintain Excel spreadsheets and PowerPoint presentations as needed.

Training & Development (5%)
  • Actively participate in internal training programs and professional development initiatives to stay updated on office systems and service best practices.

Qualifications:
  • 3-5 years of experience in office services, facilities coordination, or client relations; experience in a financial or corporate setting preferred.
  • Prior supervisory or team lead experience strongly preferred.
  • Strong organizational and multitasking skills.
  • Proficient with Microsoft Office Suite (Excel, PowerPoint) and office management software.
  • Familiarity with SendPro Enterprise and SendSuite Tracking is a plus.
  • Exceptional communication and interpersonal skills.
  • Ability to maintain confidentiality and handle sensitive matters with professionalism.

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