RFI & Client Services Operations Associate

B.F. SAUL COMPANY; Bethesda (MD); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health/Medical Insurance

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

Fitness center discounts

Dining center discounts

EAP discounts

Monthly employee recognition

Referral bonus

Pre-tax transportation options

Job summary

ASB Real Estate Investments, a division of ASB Capital Management LLC, seeks a Client Services Operations & RFI Associate to support Relationship Managers in maintaining strategic relationships with investors and advisors. The role emphasizes timely RFI/DDQ/RFP coordination, marketing support, onboarding, and capital-tracking, with daily collaboration across Finance, Compliance, and Legal.

Ideal candidates bring 7–10 years in client service, strong Excel and Salesforce skills, and a

Qualifications

• Bachelor’s Degree is desired but not required.
• 7–10 years of client service experience preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Coordinate timely and accurate RFIs, DDQs, and RFPs for institutional investors and advisors.
• Support marketing initiatives, client onboarding, capital tracking and reporting.
• Maintain and update Salesforce records and client communications.
• Assist in capital activity tracking and quarterly directives.
• Provide high-touch client service in collaboration with Trustees and RM’s.

Skills

Client Service

Communication

Collaboration

Excel Proficiency

Time Management

Education

Bachelor’s Degree desired

Tools

Salesforce

Excel

Job description

ASB Real Estate Investments, a division of ASB Capital Management LLC, seeks a Client Services Operations & RFI Associate to support Relationship Managers in maintaining strategic relationships with investors and advisors. The role emphasizes timely RFI/DDQ/RFP coordination, marketing support, onboarding, and capital-tracking, with daily collaboration across Finance, Compliance, and Legal.

Ideal candidates bring 7–10 years in client service, strong Excel and Salesforce skills, and a