Client-Focused Operations Associate – Financial Services

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

Benefits offered by this job

401(k) with company matching

Health benefits

Paid time off (PTO)

Parental Leave

Life and AD&D Insurance

Job summary

Carson Wealth in Covington, KY is seeking an Account Specialist to assist team members in opening and maintaining client accounts, ensuring timely, high‑quality service to advisors and relationship managers. You will manage daily requests and monitor ongoing project lists with precision and care.

The role requires a Bachelor’s degree or commensurate experience, proficiency in Microsoft Office, and familiarity with advisor tools; strong organization and communication skills are essential.

Qualifications

• Bachelor’s degree in business administration, 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

• Account Processing & Maintenance: Serve as primary processor for new accounts and account maintenance. Coordinate with custodians and ensure accurate, timely completion.
• Advisor Support & Coordination: Partner with relationship managers on case requirements and follow‑up. Compile materials for annual client reviews. Attend team trainings and information‑sharing meetings.
• Compliance & Standards: Adhere to company and industry supervisory guidelines and policies. Support other duties as assigned.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Skills

Interpersonal skills

Communication

Attention to detail

Time management

Problem solving

Multitasking

Team oriented

Education

Bachelor’s degree in business administration, accounting, finance

Tools

Microsoft Word

Microsoft Excel

Outlook

Orion

Salesforce

Job description

Carson Wealth in Covington, KY is seeking an Account Specialist to assist team members in opening and maintaining client accounts, ensuring timely, high‑quality service to advisors and relationship managers. You will manage daily requests and monitor ongoing project lists with precision and care.

The role requires a Bachelor’s degree or commensurate experience, proficiency in Microsoft Office, and familiarity with advisor tools; strong organization and communication skills are essential.