Client Services Operations Specialist

Addison Group; Bethesda (MD); Hybrid; USD 82,000 - 100,000; Full time

Benefits offered by this job

On-site fitness center

Dining and employee discount programs

Pre-tax transportation options

Bonus and incentive opportunities

Equal Opportunity Employer

Job summary

Addison Group is seeking a Client Services Operations Specialist in Bethesda, MD. This hybrid, full-time role combines administrative and operational support for a Marketing and Client Services team, handling client requests, Salesforce data, and reports while coordinating events and vendor activities.

The ideal candidate has 10+ years in operations support within financial services, strong PowerPoint and Excel skills, and experience with Salesforce.

Qualifications

• Must be proficient in Microsoft Office, including PowerPoint, Excel, and Word.
• 10+ years of experience in Operations Support within financial services or similar admin support.
• Experience supporting teams in professional services, financial services, real estate, marketing, or investor relations.
• Strong PowerPoint skills to create, edit, format, and update professional decks.
• Salesforce or other CRM experience is a plus.
• Experience supporting marketing, communications, client service, or business development functions is preferred.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Comfortable working independently and taking ownership of responsibilities.
• Strong communication and interpersonal skills with a collaborative approach.

Responsibilities

• Manage and maintain client and contact information in Salesforce, including data updates and report generation.
• Serve as primary contact for a shared client services inbox and route inquiries.
• Assist with client portal questions and coordinate with internal/external teams to resolve issues.
• Coordinate logistics for client events, conferences, sponsorships, and business development activities.
• Support meeting and event planning, including materials, registrations, and vendor coordination.
• Process invoices, check requests, sponsorships, memberships, and other admin tasks.
• Procure presentation materials and event supplies.
• Build and format PowerPoint presentations and business materials.
• Pull routine and ad hoc reports and maintain client service data.

Skills

Attention to detail

Organization

Communication

Independent worker

Tools

PowerPoint

Excel

Word

Salesforce

Job description

Role: Client Services Operations Specialist

Location: Bethesda, MD

Salary: $82,000 - $100,000 / year

Work Schedule: Full time, Monday - Friday 8:30a - 5:30pm. The position follows a hybrid schedule with four days per week in the office and remote flexibility on Fridays.

Benefits: This position is eligible for medical, dental, vision and 401k.

About Our Client:

Addison Group is partnering with a well-established investment management organization to identify a Client Services Operations Specialist. This organization manages investments across a diverse range of commercial real estate asset classes and is known for its collaborative, team-oriented environment. This is not a traditional administrative position, this role will entail performing the day to day client service functions - fielding client requests for statements, market values, fee information, and other account information. This role will also be managing and maintaining Salesforce and generate client reports, assist with client communications and coordinate internally to make sure requests are answered accurately.

This position will join a lean Marketing and Client Services team that supports the organization’s brand, communications, investor engagement, and business development efforts. The team works closely with internal stakeholders and senior leadership to ensure clients and prospects receive accurate, timely, and professional communication and support.

Job Description:

We are seeking an experienced administrative and operations professional to provide essential support to a Marketing and Client Services team. This individual will serve as a dependable resource across a variety of administrative, client service, and operational responsibilities.

The ideal candidate enjoys being a long-term support partner, takes pride in keeping processes organized, and is comfortable managing a variety of responsibilities at once. This is a great opportunity for someone with extensive administrative experience who is looking for a stable position where they can become a trusted and reliable member of the team.

Key Responsibilities:

• Manage and maintain client and contact information within Salesforce, including data updates, uploads, and report generation.
• Serve as a primary point of contact for a shared client services inbox, helping route inquiries and coordinate appropriate follow-up.
• Assist with client portal questions and work with internal teams and external vendors to resolve issues.
• Coordinate logistics for client events, industry conferences, sponsorships, and other business development activities.
• Support meeting and event planning, including materials, registrations, supplies, and vendor coordination.
• Process invoices, check requests, sponsorship expenses, memberships, subscriptions, and other administrative requests.
• Coordinate the ordering and procurement of presentation materials, printed collateral, promotional items, and event supplies.
• Build, update, and format PowerPoint presentations and other business materials.
• Pull routine and ad hoc reports and help maintain accurate client service information.
• Provide backup support for client questionnaires, information requests, and other time-sensitive deliverables.
• Partner with team members across the organization and provide additional administrative and operational support as needed.

Qualifications:

• Must be profficient in Microsoft Office, including PowerPoint, Excel, and Word.
• 10+ years of experience in Operations Support within financial services, or similar administrative support capacity.
• Experience supporting teams within professional services, financial services, real estate, marketing, communications, investor relations, or a similar corporate environment is preferred.
• Strong PowerPoint skills with the ability to create, edit, format, and update professional presentation decks.
• Experience using Salesforce or another CRM system is a plus.
• Experience supporting marketing, communications, client service, or business development functions is preferred.
• Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines.
• Comfortable working independently, learning new systems, and taking ownership of responsibilities.
• Strong communication and interpersonal skills with a collaborative approach to working with others.
• Reliable, proactive, and comfortable serving as a long-term administrative and operational resource to a team.

Pay: $82,000-100,000 annually

Why the role is open: This is a replacement hire due to an upcoming retirement.

Interview Process: Initial HR interview followed by an in-person interview and skills assessment focused on PowerPoint and Excel.

Start Date: Targeting a start date following a standard two-week notice period.

Reports To: Managing Director

Team Size: 10+ team members

Company Size: 35+ employees

• Opportunity to join a stable and established organization in a long-term position.
• Collaborative and inclusive team environment.
• Bonus and incentive opportunities.
• Access to an on-site fitness center.
• Dining and employee discount programs.
• Employee recognition and referral programs.
• Pre-tax transportation options.
• Opportunity to support a variety of client service, marketing, and operational initiatives while working closely with senior leadership.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.