Client Experience & Operations Associate

Carson Wealth; Cockeysville (MD); On-site; USD 55,000 - 67,500; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

PTO (Paid Time Off)

Parental Leave

Sabbatical Leave

Dental, Vision, Life Insurance

HSA/FSA programs

Job summary

Carson Wealth in Maryland is seeking a client services coordinator to open new accounts, manage transfers, and support financial advisors. You will serve as the operational resource, ensure accuracy, and maintain compliance across client records and paperwork.

The role requires a bachelor’s degree in business or finance, strong attention to detail, and proficiency with MS Office and CRM tools. You’ll coordinate tasks, prepare reports, and help deliver high-touch service to clients and advisors.

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.
• Proficiency with Microsoft Office including Word, Excel, and Outlook required.
• Strong written and verbal communication skills required.
• Ability to compile statistics and reports accurately.

Responsibilities

• Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings.
• Account Administration: Prepare and process paperwork for new accounts, transfers, and account maintenance requests.
• Financial Planning Support: Prepare client information and planning deliverables for advisor review.
• Data & Records Management: Maintain accurate client information in firm databases and systems.
• Project & Workflow Support: Follow guidelines to achieve goals and deliverables with teams.

Skills

Client service

Communication

Attention to detail

Time management

Problem solving

Multitasking

Education

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

Tools

MS Office

Outlook

Salesforce

Orion CRM

GoldMine

Redtail

Job description

Carson Wealth in Maryland is seeking a client services coordinator to open new accounts, manage transfers, and support financial advisors. You will serve as the operational resource, ensure accuracy, and maintain compliance across client records and paperwork.

The role requires a bachelor’s degree in business or finance, strong attention to detail, and proficiency with MS Office and CRM tools. You’ll coordinate tasks, prepare reports, and help deliver high-touch service to clients and advisors.