Client Experience & Operations Leader

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

Benefits offered by this job

401(k) with company match

PTO

Medical benefits

Dental benefits

Vision benefits

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Life and AD&D Insurance

Short and Long-Term Disability

Work/Life Benefits

Job summary

Carson Group seeks a results-driven operations professional to deliver exceptional client service and support to financial advisors and investors. You will partner with advisors as the primary operational resource, ensuring accurate account setup and maintenance while coordinating projects and process improvements.

Responsibilities include managing multiple projects with precision, training and mentoring team members, and driving continuous improvements with strong communication and

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.
• Exceptional attention to detail with curiosity and eagerness to learn.
• Ability to compile statistics and reports accurately.
• Excellent organizational, project management, and time management skills.
• Ability to manage multiple projects with precision.
• Strong written and verbal communication skills.
• Desire for continual personal and professional growth.

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.
• Execute actions to establish new accounts or maintain existing accounts accurately and on time.
• Coordinate projects, training, and process improvements to enhance office operations.
• Manage multiple projects professionally while overseeing objectives and ensuring quality control.

Skills

Project management

Data analysis

Communication

Attention to detail

Problem-solving

Time management

Organization

Written communication

Verbal communication

Growth mindset

Education

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

Tools

Orion

GoldMine

Redtail

Salesforce

Microsoft Office

Job description

Carson Group seeks a results-driven operations professional to deliver exceptional client service and support to financial advisors and investors. You will partner with advisors as the primary operational resource, ensuring accurate account setup and maintenance while coordinating projects and process improvements.

Responsibilities include managing multiple projects with precision, training and mentoring team members, and driving continuous improvements with strong communication and