Client Service Operations Specialist
B. F. Saul Company
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Benefits offered by this job
Job summary
ASB Real Estate Investments in the Washington, D.C. area seeks a Client Service Operations Specialist to lead production of professional marketing, communications, and web design deliverables while delivering timely investor service to 300+ clients.
You will work with senior leadership, relationship managers, and investment personnel to support client retention and fundraising, leveraging Salesforce and client portals with accuracy and multitasking in a fast-paced environment.
Qualifications
- Bachelor's degree preferred but not essential.
- Experience in investor relations, marketing, or communications.
- Strong collaboration and goal orientation; able to deliver high-quality work.
- Independent, self-learning in mastering new skills without formal instruction.
- Organized and proactive with multiple deadlines and dynamic priorities.
- Comfortable making decisions in a fast-paced environment.
- Proficient in Adobe InDesign, Photoshop, PowerPoint, Vimeo, WordPress, Constant Contact, Salesforce, Google Analytics, Word and Excel.
Responsibilities
- Collaborate with team to ensure effective client and prospect communication.
- Manage Salesforce client data, market value uploads, and reports.
- Plan and support logistics for industry conferences, client events, sponsorships, and exhibits.
- Provide accounting support for check requests, sponsorship billing, memberships, and subscriptions.
- Coordinate print/presentation supplies and vendor promotions.
- Serve as primary client services inbox liaison; resolve portal issues with vendors.
Skills
Education
Tools
Job description
ASB Real Estate Investments, a division of ASB Capital Management LLC, is a leading U.S. real estate investment management firm from over 300 institutional clients. Headquartered in the Washington, D.C. area, ASB invests in major markets across the United States, concentrating in industrial, multifamily, office, retail, and self-storage properties.
ASB has built success around talented, hard-working individuals who collaborate to gain a broad and integrated understanding of real estate disciplines to deliver attractive risk-adjusted returns. We encourage a culture of collaboration, and all members of our team engage in offering their points of view on major decisions in an extremely inclusive management process.
The Client Service Operations Support role takes the lead in producing professional marketing, communications, and web design deliverables while also providing timely and accurate client service support to over 300 investors with proficiency in multiple relationship management and client portal tools. This position helps strengthen relationships with existing clients and supports new business development by delivering clear, engaging, and timely information to institutional investors.
The role partners closely with senior leadership, relationship managers, and investment personnel to execute an integrated program of marketing communications and client support in support of client retention and fundraising efforts. Success in this position requires creativity, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Client services activities include a consistent information services program to keep attuned to clients' objectives and current needs. Position will interact on an ongoing basis with ASB's senior management, investment management and finance teams as well as various levels at Chevy Chase Trust and B. F. Saul Company.
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the company's EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
- Perseverance: Our people have the passion, resilience, and determination to achieve long-term excellence.
- Focus: Our people strive to prioritize their responsibilities and maintain their clarity of purpose to accomplish our mission.
- Accountability: We take responsibility for ouractions and hold ourselves accountable for ourresults.
- Empathy: We are committed to our people and their professional and personal development and engaging all voices to unearthcreative solutions that will drive performance.
- Social Responsibility: We are committedto making a positive, impactful change to improve the community we serve.
- Collaborate with team members to ensure effective communication with clients and prospects.
- Manage Salesforce's client contact data, market value uploads, generate routine and customized reports.
- Plan and support logistics for industry conferences, client events, sponsorship registration, and exhibit materials.
- Including accounting support for facilitating check requests, sponsorship billing, memberships, and journal subscriptions.
- Coordinate procurement of print and presentation supplies, booth displays, and promotional items through external vendors.
- Serve as the primary point of contact for the client services inbox, sorting and allocating inquiries, and resolving user portal issues with vendors State Street, Chevy Chase Trust.
- Provide additional support for client services priorities as needed, in coordination with the Client Service Operations Coordinator and Group Head.
- Act as backup to ensure all quarterly DDQ's and RFIs are completed and distributed on schedule.
- 10 years' experience in an administrative assistant capacity.
- Experience in investor relations, marketing, or communications organization.
- Highly collaborative, goal-oriented, and motivated to deliver high-quality work.
- Independent, self-learning in mastering new skills or knowledge without formal instruction.
- Organized, proactive problem-solver with the ability to manage multiple deadlines.
- Strong decision-making skills and comfort working in a dynamic environment.
- Proficient and/or knowledgeable in Adobe InDesign, Photoshop, PowerPoint, Vimeo, WordPress, Constant Contact, Salesforce, Google Analytics, Microsoft Word, and Excel.
- Bachelor's Degree in related field preferred, but not essential.
$83,000 - $101,000 a year
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of ASB Investment Management's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
ASB Real Estate Investments is proud to be an equal opportunity workplace. We foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled
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