Client Service Operations Specialist
Job Location:
Bethesda, MD - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Job Purpose:
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 ASBs senior management investment management and finance teams as well as various levels at Chevy Chase Trust and B. F. Saul Company.
- 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 companys EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
- 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 ouractions and hold ourselves accountable for ourresults.
- Empathy: We are committed to our people and their professional and personal development and engaging all voices to unearthcreative solutions that will drive performance.
- Social Responsibility:We are committedto making a positive impactful change to improve the community we serve.
- Collaborate with team members to ensure effective communication with clients and prospects.
- Manage Salesforces 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 DDQs and RFIs are completed and distributed on schedule.
- 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.
- Bachelors Degree in related field preferred but not essential.
Required Experience:
IC
About Company
"Founded in 1892, B. F. Saul Company has been one of the most successful privately-owned real estate companies in the United States. Our growth has been the result of a commitment to exacting standards and the belief that knowledge of the marketplace, when paired with the ability to c ... View more
