Client Operations Specialist

Carson Group; Paynesville (MN); On-site; USD 55,000 - 67,000; Full time

Benefits offered by this job

401(k) with company contribution

PTO

Parental Leave

Sabbatical Leave

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account

Flexible Spending Accounts

Life and AD&D Insurance

Disability Insurance

Wellbeing Programs

Job summary

Carson Group in Minnesota seeks a detail-oriented professional to deliver ongoing client service and support for advisors and investors. You will open and maintain accounts, process paperwork, and ensure accurate and timely money movements in line with advisor requests.

You will manage data across firm databases, follow project guidelines, improve processes, and collaborate with leaders to support compliant, efficient operations.

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 financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office, including Word, Access, Excel, and 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 through phone, email, and meetings.
• Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests.
• Data & Records Management: Maintain accurate and complete client information in firm databases and systems.
• Project & Workflow Support: Follow established guidelines to achieve goals and deliverables with leaders and stakeholders.
• Process Improvement: Assist in developing procedures to increase accuracy and streamline steps.
• Other Duties: Perform additional tasks as needed by leadership to support objectives.

Skills

Client support

Time management

Attention to detail

Communication skills

Problem solving

Organizational skills

Planning

Multitasking

Education

Bachelor’s degree in business/related field

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Access

Job description

Carson Group in Minnesota seeks a detail-oriented professional to deliver ongoing client service and support for advisors and investors. You will open and maintain accounts, process paperwork, and ensure accurate and timely money movements in line with advisor requests.

You will manage data across firm databases, follow project guidelines, improve processes, and collaborate with leaders to support compliant, efficient operations.