Client-Centric Ops & Relationship Leader

Carson Wealth; Lake Oswego (OR); On-site; USD 70,000 - 77,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Parental Leave

Medical insurance

Dental insurance

Vision insurance

Health Savings Accounts

Flexible Spending Accounts

Life and AD&D Insurance

Short and Long-Term Disability

Work/Life Benefits

Holistic Wellbeing Programs

Job summary

Carson Wealth is seeking a professional to deliver exceptional client service and partner with advisors as the primary operational resource. You will support account openings, transfers, and maintenance with accuracy and timeliness, while ensuring compliance and data integrity across systems.

You will coordinate projects, drive process improvements, and mentor colleagues to foster growth and efficiency. A strong background in financial services and proficiency with advisor tools is essential.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of five years of experience in financial services or banking industry preferred.
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook.
• Strong research and problem-solving skills.

Responsibilities

• Deliver exceptional client service and support that exceeds expectations.
• Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences.
• Coordinate projects, training, and process improvements to enhance office operations.
• Manage multiple projects professionally while overseeing objectives and ensuring quality control.
• Lead regular skill and competency training sessions and mentor team members.
• Research and resolve operational challenges to drive efficiency.

Skills

Client service orientation

Communication skills

Project management

Attention to detail

Problem solving

Education

Bachelor's degree in Business Administration, Accounting, Finance, or related field

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office

Job description

Carson Wealth is seeking a professional to deliver exceptional client service and partner with advisors as the primary operational resource. You will support account openings, transfers, and maintenance with accuracy and timeliness, while ensuring compliance and data integrity across systems.

You will coordinate projects, drive process improvements, and mentor colleagues to foster growth and efficiency. A strong background in financial services and proficiency with advisor tools is essential.