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Client Operations Associate Jobs in Washington, DC

Potomac

Client Operations Associate

Bethesda, MD · On-site

$60K - $80K/yr

Summary We're looking for an Operations Associate to scale efficient processes for our fast-growing ... Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate ...

Aerotek

Business Operations Associate

Hanover, MD · On-site

$45K/yr

Aerotek Corporate has an opening for a Business Operations Associate at the corporate office in ... with client to resolve outstanding issues • Making routine welcome and maintenance calls to ...

Aerotek

Business Operations Associate

Hanover, MD · On-site

$21.63/hr

The Business Operations Associate (BOA) is responsible for ensuring the highest level of customer ... service and working with client to resolve outstanding issues Making routine welcome and ...

LVMH

Operations Associate - Part Time

Ashburn, VA · On-site

$21.75 - $24.88/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Sephora

Operations Associate - Part Time

Ashburn, VA · On-site

$21.75 - $24.88/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Sephora

Operations Associate - Part Time

Ashburn, VA · On-site

$21.75 - $24.88/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Sephora

Operations Associate - Part Time

Washington, DC · On-site

$21.75 - $24.88/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

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Client Operations Associate information

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How much do client operations associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client operations associate in Washington, DC is $29.72, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $34.28 per hour, depending on experience, location, and employer.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What is the role of a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth communication, and supporting service delivery. They often handle onboarding, troubleshoot issues, and use tools like CRM systems to maintain accurate client data. Strong organizational and communication skills are essential for this role.

What are the most commonly searched types of Client Operations jobs in Washington, DC?

The most popular types of Client Operations jobs in Washington, DC are:

Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Washington, DC as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $61,818 per year, or $29.7 per hour.

Client Operations Associate

Potomac

Bethesda, MD • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

The Opportunity
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
Summary
We're looking for an Operations Associate to scale efficient processes for our fast-growing asset management firm. You'll ensure operational accuracy, and help manage workflows across the organization. Intellectual curiosity, transparency, responsiveness, and attention to detail are key to thriving in this role.
Key Responsibilities
Operational
  • Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction-executing with accuracy, urgency, and transparency.
  • Maintain GIPS-compliant reporting processes with meticulous documentation and audit-ready accuracy.
  • Assist in firmwide operational audits and proactively identify improvements that simplify processes without sacrificing detail.
  • Establish and enforce operational SLAs that reflect our commitment to responsiveness and excellence.

Client, Advisor & Custodian Support.
  • Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail.
  • Manage all custodial documentation, ensuring forms are executed correctly and processed without delay.
  • Build transparent, high-functioning relationships with custodians and operational vendors.

Process, People & Projects
  • Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
  • Assist and create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
  • Assist in special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.
Required Qualifications
  • 3+ years of RIA or RIA-custodian operations experience, including leadership or elevated responsibility.
  • Demonstrated ability to operate with urgency, simplify complex workflows, and maintain elite attention to detail.
  • Strong analytical and problem-solving skills with a bias toward taking action and getting things done.
  • Exceptional follow-through, communication, and accountability skills.
  • Ability to work full-time on-site at Potomac's Bethesda, MD Headquarters.
Preferred Qualifications
  • Experience with Zoho CRM or similar CRM systems.
  • Cross-department collaboration experience (Ops + Marketing + Sales).

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you're looking for a slow pace and low volume, this isn't for you.
If you want to drive, build, and scale, this is your shot.
Benefits:
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Health savings account option
  • 401(k) & other retirement benefits
  • Paid maternity leave
  • Paid paternity leave
  • Commuter benefits
  • Disability insurance
  • Paid time off

The pay range for this role is:
60,000 - 80,000 USD per year (US)

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