RFI & Operations Associate

Role: Client Services Operations Specialist

Location : Bethesda, MD

Salary: $85,000 - $105,000 / year + Bonus

Work Schedule: Full time, Monday - Friday 8:30a - 5:30pm. The position follows a hybrid schedule with four days per week in the office and remote flexibility on Fridays.

Benefits: This position is eligible for medical, dental, vision and 401k.

About Our Client:

Addison Group is partnering with a well-established investment management firm seeking an Operations & RFI Associate to join its Client Services team. This organization works with investors and their advisors, supporting investment operations, reporting, and client relationships.

Job Description:

The Operations & RFI Associate will support the Client Services team by coordinating investor information requests, preparing due diligence questionnaires, maintaining accurate client records, and generating reports. This role is ideal for an experienced professional with a background in financial services who enjoys detailed, research-driven work and maintaining accurate, organized information.

Key Responsibilities:

• Coordinate and complete requests for information (RFIs), requests for proposals (RFPs), and due diligence questionnaires (DDQs), ensuring responses are accurate, polished, and submitted on time.
• Maintain and update standardized response materials, research information, and supporting documentation.
• Partner with internal teams, including Portfolio Management, Accounting, Legal, and Compliance, to collect and verify information.
• Manage client and investor records in Salesforce, ensuring data accuracy and completeness.
• Create and maintain reports, dashboards, and spreadsheets using Salesforce and Excel.
• Track client account updates, capital activity, and investor-related documentation.
• Monitor client communications and ensure requests are documented, tracked, and addressed promptly.
• Assist with client onboarding, reporting, investor meetings, and other team initiatives as needed.

Qualifications:

• Must be proficient in Salesforce or similar CRM
• 10+ years of experience in Operations Support within financial services, or similar administrative support capacity.
• 7–10+ years of experience in client services, financial services operations, investment support, or a related field.
• Experience in financial services, wealth management, banking, real estate investment, or a similar industry strongly preferred.
• Experience supporting marketing, communications, client service, or business development functions is preferred.
• Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines.
• Comfortable working independently, learning new systems, and taking ownership of responsibilities.
• Strong communication and interpersonal skills with a collaborative approach to working with others.
• Reliable, proactive, and comfortable serving as a long-term administrative and operational resource to a team.

Perks:

• Opportunity to join a stable and established organization in a long-term position.
• Collaborative and inclusive team environment.
• Bonus and incentive opportunities.
• Tuition reimbursement.
• Access to an on-site fitness center.
• Dining and employee discount programs.
• Employee recognition and referral programs.
• Pre-tax transportation options.
• Opportunity to support a variety of client service, marketing, and operational initiatives while working closely with senior leadership.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.