Client Operations & Relationship Specialist

Carson Group; Lebanon (NH); On-site; USD 55,000 - 75,000; 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

Work/Life Benefits and Holistic Well-•

Job summary

Carson Group is seeking a detail-oriented professional to deliver client and advisor support, manage accounts, and drive efficient operations. You will partner with advisors to ensure accurate, timely processing and maintain data integrity across systems.

The role emphasizes strong communication, project coordination, and continuous process improvement within a collaborative, growth-focused environment. A bachelor’s degree and 1+ year in financial services are preferred.

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.
• Knowledge of advisor office tools such as Orion, Goldmine, Redtail or Salesforce preferred.
• Proficiency in Microsoft Office (Word, Access, Excel, Outlook) required.
• Strong research and problem-solving skills required.
• Exceptional attention to detail required.
• Curiosity and natural desire to learn preferred.
• Ability to compile statistics and reports accurately required.
• Excellent planning, organizational, project management, and time management skills required.
• Ability to manage multiple projects with precision required.
• Strong written and verbal communication skills required.
• Desire for continual personal and professional growth preferred.

Responsibilities

• Client & Advisor Support: Provide white-glove communication to clients and advisors; ensure compliance with review requirements.
• Account Administration: Prepare and process paperwork for new accounts; manage asset transfers and money movements.
• Data & Records Management: Maintain accurate client information across firm databases and systems.
• Project & Workflow Support: Follow guidelines, set expectations, delegate tasks, and track progress.
• Process Improvement: Develop procedures to increase accuracy and streamline steps.
• Other Duties: Perform additional tasks as needed by leadership.

Skills

Communication skills

Project management

Time management

Attention to detail

Research skills

Problem solving

Education

Bachelor’s degree in Business Administration, Accounting, Finance

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office

Job description

Carson Group is seeking a detail-oriented professional to deliver client and advisor support, manage accounts, and drive efficient operations. You will partner with advisors to ensure accurate, timely processing and maintain data integrity across systems.

The role emphasizes strong communication, project coordination, and continuous process improvement within a collaborative, growth-focused environment. A bachelor’s degree and 1+ year in financial services are preferred.