Client Operations Specialist – Financial Services

Carson Wealth; Littleton (CO); On-site; USD 58,000 - 80,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

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

Holistic Wellbeing Programs

Job summary

Carson Wealth in Littleton, CO seeks an Operations Specialist to support onboarding and ongoing account administration, ensuring accurate, timely processing and compliance. You’ll work with advisors to open new accounts, maintain existing ones, and manage asset transfers with precision.

Join a team that values client-first service, collaboration, and continuous improvement, with a base salary and a comprehensive benefits package. 1–3 years in financial services is preferred.

Qualifications

• Bachelor's degree preferred in business or related field.
• 1–3 years of experience in financial services or banking preferred.
• Familiarity with financial advisor office tools (Orion, Goldmine, Redtail, Salesforce) preferred.
• Proficiency in Microsoft Office (Word, Access, Excel, Outlook).
• Strong research and problem-solving skills required.
• Exceptional attention to detail and organizational skills.

Responsibilities

• Provide white-glove client and advisor support via phone, email, and meetings.
• Prepare and process paperwork for new accounts and transfers.
• Maintain accurate client records across firm systems.
• Manage asset transfers and money movements with documentation and compliance.
• Follow guidelines to set and meet project expectations with leaders and stakeholders.
• Develop procedures to improve accuracy and streamline workflows.

Skills

Client communication

Attention to detail

Time management

Problem solving

Research

Growth mindset

Education

Bachelor's degree in Business Administration, Accounting, Finance, or related field

Tools

Orion

Goldmine

Redtail

Salesforce

Job description

Carson Wealth in Littleton, CO seeks an Operations Specialist to support onboarding and ongoing account administration, ensuring accurate, timely processing and compliance. You’ll work with advisors to open new accounts, maintain existing ones, and manage asset transfers with precision.

Join a team that values client-first service, collaboration, and continuous improvement, with a base salary and a comprehensive benefits package. 1–3 years in financial services is preferred.