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Client Service Operations Associate Jobs in Washington

Involved in all core RIA operations including onboarding, transfers, money movement, service ... Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate ...

Operations Associate - Part Time

Ashburn, VA · On-site

$21.75 - $24.88/hr

VOTRE PROFIL Operations Associate - Part Time Publiée le 17.08.2026 Sephora Retail Référence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Client Service Associate

Reston, VA · On-site

$15 - $20.75/hr

Operating at this level of integration and complexity requires flawless, highly scalable operational infrastructure. As a Mid-Level Client Services Associate, your mission is to own the post-sale ...

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

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Showing results 1-20

Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in Washington are hiring for Client Service Operations Associate jobs?

Cities in Washington with the most Client Service Operations Associate job openings:

Client Service Operations Specialist

Bethesda, MD • On-site

B.F. Saul Company
1 - 5K employees

$83K - $101K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Job description

Client Service Operations Support

ASB Real Estate Investments, a division of ASB Capital Management LLC, is a leading U.S. real estate investment management firm from over 300 institutional clients. Headquartered in the Washington, D.C. area, ASB invests in major markets across the United States, concentrating in industrial, multifamily, office, retail, and self-storage properties.

ASB has built success around talented, hard-working individuals who collaborate to gain a broad and integrated understanding of real estate disciplines to deliver attractive risk-adjusted returns. We encourage a culture of collaboration, and all members of our team engage in offering their points of view on major decisions in an extremely inclusive management process.

The Client Service Operations Support role takes the lead in producing professional marketing, communications, and web design deliverables while also providing timely and accurate client service support to over 300 investors with proficiency in multiple relationship management and client portal tools. This position helps strengthen relationships with existing clients and supports new business development by delivering clear, engaging, and timely information to institutional investors.

The role partners closely with senior leadership, relationship managers, and investment personnel to execute an integrated program of marketing communications and client support in support of client retention and fundraising efforts. Success in this position requires creativity, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Client services activities include a consistent information services program to keep attuned to clients' objectives and current needs. Position will interact on an ongoing basis with ASB's senior management, investment management and finance teams as well as various levels at Chevy Chase Trust and B. F. Saul Company.

Summary of Competitive Benefits & Perks:

  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company's EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!

Company Core Values:

  • Perseverance: Our people have the passion, resilience, and determination to achieve long-term excellence.
  • Focus: Our people strive to prioritize their responsibilities and maintain their clarity of purpose to accomplish our mission.
  • Accountability: We take responsibility for our actions and hold ourselves accountable for our results.
  • Empathy: We are committed to our people and their professional and personal development and engaging all voices to unearth creative solutions that will drive performance.
  • Social Responsibility: We are committed to making a positive, impactful change to improve the community we serve.

Duties & Responsibilities of the Client Service Operations Specialist:

  • Collaborate with team members to ensure effective communication with clients and prospects.
  • Manage Salesforce's client contact data, market value uploads, generate routine and customized reports.
  • Plan and support logistics for industry conferences, client events, sponsorship registration, and exhibit materials.
  • Including accounting support for facilitating check requests, sponsorship billing, memberships, and journal subscriptions.
  • Coordinate procurement of print and presentation supplies, booth displays, and promotional items through external vendors.
  • Serve as the primary point of contact for the client services inbox, sorting and allocating inquiries, and resolving user portal issues with vendors State Street, Chevy Chase Trust.
  • Provide additional support for client services priorities as needed, in coordination with the Client Service Operations Coordinator and Group Head.
  • Act as backup to ensure all quarterly DDQ's and RFIs are completed and distributed on schedule.

Job Requirements (Skills & Abilities) of the Client Service Operations Specialist:

  • 10 years' experience in an administrative assistant capacity.
  • Experience in investor relations, marketing, or communications organization.
  • Highly collaborative, goal-oriented, and motivated to deliver high-quality work.
  • Independent, self-learning in mastering new skills or knowledge without formal instruction.
  • Organized, proactive problem-solver with the ability to manage multiple deadlines.
  • Strong decision-making skills and comfort working in a dynamic environment.
  • Proficient and/or knowledgeable in Adobe InDesign, Photoshop, PowerPoint, Vimeo, WordPress, Constant Contact, Salesforce, Google Analytics, Microsoft Word, and Excel.

Education / Licenses / Certifications:

  • Bachelor's Degree in related field preferred, but not essential.

$83,000 - $101,000 a year

The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of ASB Investment Management's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

ASB Real Estate Investments is proud to be an equal opportunity workplace. We foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled