Client-First Operations Associate - Financial Services

Carson Group; Covington (KY); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Health benefits

Paid time off

Parental leave

Wellbeing programs

Job summary

Carson Group is seeking a dedicated professional to assist in opening and maintaining client accounts and to provide timely, high‑quality service to advisors and relationship managers. You will handle daily requests, coordinate with custodians, and support ongoing projects with precision.

The role emphasizes accuracy, client care, and collaboration; candidates should have a bachelor's degree in a related field, 1+ year in finance, and strong MS Office skills.

Qualifications

• Bachelor’s degree in business, accounting, finance, or related field preferred.
• Minimum of one year of experience in the financial industry preferred.
• Proficiency with Microsoft Word, Excel, and Outlook required.
• Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred.
• Excellent interpersonal and communication skills required.
• Positive, team‑oriented attitude required.
• Strong service mindset and client care orientation required.
• Excellent organization and time management skills required.
• Ability to handle multiple tasks with precision required.
• Analytical and research skills required.
• Troubleshooting and problem‑solving skills required.
• High attention to detail required.
• Experience in a professional office environment preferred.

Responsibilities

• Serve as primary processor for new accounts and account maintenance, coordinating with custodians for accuracy.
• Partner with relationship managers on case requirements and follow‑up; compile materials for annual client reviews.
• Adhere to company and industry supervisory guidelines and policies; support other duties as assigned.
• Perform additional tasks to support departmental and organizational objectives.

Skills

Customer service

Communication

Time management

Attention to detail

Analytical skills

Multi-tasking

Problem-solving

Team player

Education

Bachelor’s degree in business, accounting, finance, or related field

Tools

Orion

Salesforce

MS Word

Excel

Outlook

Job description

Carson Group is seeking a dedicated professional to assist in opening and maintaining client accounts and to provide timely, high‑quality service to advisors and relationship managers. You will handle daily requests, coordinate with custodians, and support ongoing projects with precision.

The role emphasizes accuracy, client care, and collaboration; candidates should have a bachelor's degree in a related field, 1+ year in finance, and strong MS Office skills.