Senior Client Services Operations Lead | Hybrid

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

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.