Client & Advisor Operations Specialist

Carson Wealth; Town of Florida (NY); On-site; USD 55,000 - 58,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

PTO

Parental Leave

Life and AD&D Insurance

Job summary

Carson Wealth is seeking a Client & Advisor Support professional in New York to deliver white-glove service via phone, email, and meetings, while ensuring accurate account setup and transfers. You will collaborate with custodians, maintain client data, and support advisors with timely, compliant operations.

The role emphasizes paperwork handling, asset transfers, and precise processing of money movements, with a focus on detail and excellent communication.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of one year of experience in financial services or banking preferred.
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook required.
• Strong research and problem-solving skills required.
• Exceptional attention to detail required.
• Ability to compile statistics and reports accurately required.
• Excellent planning, organizational, project management, and time management skills required.
• Ability to manage multiple projects with precision required.
• Strong written and verbal communication skills required.

Responsibilities

• Provide white-glove communication to clients and advisors through phone, email, and meetings.
• Serve as a professional point of contact with custodians and ensure compliance with periodic client review requirements.
• Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests.
• Take ownership of asset transfers to ensure seamless and timely completion.
• Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.

Skills

Communication

Research

Problem-solving

Planning

Organization

Project management

Time management

Education

Bachelors degree

Tools

Orion

Goldmine

Redtail

Salesforce

Job description

Carson Wealth is seeking a Client & Advisor Support professional in New York to deliver white-glove service via phone, email, and meetings, while ensuring accurate account setup and transfers. You will collaborate with custodians, maintain client data, and support advisors with timely, compliant operations.

The role emphasizes paperwork handling, asset transfers, and precise processing of money movements, with a focus on detail and excellent communication.