Operations Specialist: Client Services & Process Lead

LHH; Washington (District of Columbia); On-site; USD 60,000 - 75,000; Full time

Job summary

LHH in Washington, DC is seeking a detail-oriented Operations Specialist to join our client’s team. You will provide administrative and operational support to multiple departments, ensuring efficient day-to-day operations and outstanding service to internal teams and clients.

Primary responsibilities include organizing documents, supporting client service and operations, coordinating with partners, and assisting with various projects as needed.

Qualifications

• Bachelor's degree required.
• Minimum of one year of experience in the brokerage, investment, or financial services industry.
• Strong working knowledge of Microsoft Office applications (Word, Excel, Outlook).
• Highly organized, dependable, and able to manage competing priorities with minimal supervision.
• Excellent attention to detail and ability to multitask in a fast-paced environment.
• Professional, collaborative, and customer-focused with strong interpersonal skills.

Responsibilities

• Review and organize incoming documents, ensuring accurate filing within client accounts.
• Provide administrative and operational support to client service and operations teams.
• Coordinate with clearing partner and internal operations to resolve account-related matters.
• Partner with Account Executives and senior leadership to support objectives and client needs.
• Develop expertise in operational processes and serve as a resource for colleagues.

Skills

Organizational skills

Attention to detail

Communication

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

LHH in Washington, DC is seeking a detail-oriented Operations Specialist to join our client’s team. You will provide administrative and operational support to multiple departments, ensuring efficient day-to-day operations and outstanding service to internal teams and clients.

Primary responsibilities include organizing documents, supporting client service and operations, coordinating with partners, and assisting with various projects as needed.