Client Experience & Operations Associate

Carson Group; Leawood (KS); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

401(k) with company contribution

PTO

Parental Leave

Medical

Dental

Vision

Health Savings Accounts

Flexible Spending Accounts

Life and AD&D Insurance

Short and Long-Term Disability

Wellbeing Programs

Job summary

Carson Group seeks a detail-oriented operations assistant in Leawood, KS to support client and advisor interactions, open and maintain accounts, and manage documentation with accuracy. You’ll coordinate front‑office tasks, data entry, and compliance‑driven processes to ensure smooth daily operations.

The role emphasizes collaboration with advisors, efficient workflow management, and ongoing professional growth within a trusted financial services firm.

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.
• Familiarity with advisor tools and MS Office required.

Responsibilities

• Deliver ongoing client service and support to strengthen relationships with advisors.
• Open new accounts and maintain existing accounts accurately and on time.
• Prepare paperwork for accounts, transfers, and maintenance requests.
• Maintain client records and ensure data integrity across platforms.
• Provide front office support, schedule meetings, and manage communications.

Skills

Problem-solving

Communication

Project management

Time management

Attention to detail

Learning mindset

Education

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

1 year experience in financial services or banking

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office

Job description

Carson Group seeks a detail-oriented operations assistant in Leawood, KS to support client and advisor interactions, open and maintain accounts, and manage documentation with accuracy. You’ll coordinate front‑office tasks, data entry, and compliance‑driven processes to ensure smooth daily operations.

The role emphasizes collaboration with advisors, efficient workflow management, and ongoing professional growth within a trusted financial services firm.