Client-Focused Operations & Relationship Lead

Carson Wealth; Arvada (CO); On-site; USD 65,000 - 78,000; Full time

Benefits offered by this job

401(k) with match

Health benefits

PTO

Job summary

Carson Wealth is seeking an experienced professional to deliver superior client service and partner with financial advisors across our operations. You will manage account onboarding, data integrity, and cross-functional projects to drive smooth client experiences.

The role emphasizes training, process improvements, and proactive problem solving, with opportunities for growth within a collaborative, fast-paced environment.

Qualifications

• Bachelor’s degree in business administration, accounting, finance, or related field preferred.
• Minimum of five years of experience in financial services or banking.
• Knowledge of advisor office tools such as Orion, Goldmine, Redtail, or Salesforce.
• Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook.
• Strong research and problem-solving skills.
• Excellent attention to detail with curiosity and eagerness to learn.
• Ability to compile statistics and reports accurately.
• Strong 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

• Provide white-glove service to advisors and clients through proactive communication and relationship management.
• Process new accounts, cashiering, transfers, and maintenance requests with accuracy and timeliness.
• Maintain accurate client information in databases and ensure data integrity.
• Coordinate projects by defining expectations, timelines, and deliverables.
• Lead training sessions and mentor team members across operational areas.
• Identify issues and implement solutions to drive efficiency.
• Perform additional tasks as needed to support leadership and department objectives.

Skills

Client support

Account administration

Data management

Project management

Training & mentorship

Problem solving

Time management

Education

Bachelor’s degree in Business Administration, Accounting, Finance

Tools

Orion

GoldMine

Redtail

Salesforce

Job description

Carson Wealth is seeking an experienced professional to deliver superior client service and partner with financial advisors across our operations. You will manage account onboarding, data integrity, and cross-functional projects to drive smooth client experiences.

The role emphasizes training, process improvements, and proactive problem solving, with opportunities for growth within a collaborative, fast-paced environment.