Client Service Operations Specialist

Chevy Chase Trust; Bethesda (MD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

Fitness center access

Dining center discounts

Employee recognition programs

Referral bonus

Pre-tax transportation options

Job summary

ASB Real Estate Investments is seeking a Client Service Operations Specialist to lead professional marketing, communications, and client support for 300+ institutional investors. The role collaborates with senior leadership, relationship managers, and investment personnel to deliver timely information and strengthen client relationships.

You will manage client data in Salesforce, coordinate logistics for events, and support fundraising efforts.

Qualifications

• Bachelor’s degree in a related field preferred.
• Experience in investor relations, marketing, or communications.
• Strong collaboration and organization skills.
• Self-motivated with the ability to manage multiple priorities.

Responsibilities

• Collaborate with team to ensure effective communication with clients and prospects.
• Manage Salesforce 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.
• Include 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 inquiries and resolving portal issues with vendors.
• Provide additional support for client services priorities 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.

Skills

Administrative experience

Investor relations

Marketing/communications

Adobe InDesign

Photoshop

PowerPoint

WordPress

Salesforce

Google Analytics

Excel

Education

Bachelor’s Degree in related field

Tools

Adobe InDesign

Photoshop

PowerPoint

Vimeo

WordPress

Constant Contact

Salesforce

Google Analytics

Microsoft Word

Excel

Job description

Company Overview~

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.

Company Overview~

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.

Job Purpose~

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.

Summary of Competitive Benefits & Perks~

• 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!

Company Core Values~

• 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 our actions and hold ourselves accountable for our results.


• Empathy~ We are committed to our people and their professional and personal development and engaging all voices to unearth creative solutions that will drive performance.


• Social Responsibility~ We are committed to making a positive, impactful change to improve the community we serve.

Duties & Responsibilities of the Client Service Operations Specialist~

• 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.

Job Requirements (Skills & Abilities) of the Client Service Operations Specialist~

• 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.

Education / Licenses / Certifications~

• Bachelor’s Degree in related field preferred, but not essential.

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.

Equal Opportunity Employer/Veterans/Disabled