Client Relations & Operations Associate

Carson Group; Cockeysville (MD); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Parental Leave

Sabbatical Leave

Life and AD&D Insurance

Wellbeing Programs

Job summary

Carson Group seeks a detail-oriented professional to support client and advisor services, handle account paperwork, and assist in financial planning data entry. You will maintain client records, ensure timely asset transfers, and contribute to workflow improvements.

The role emphasizes accuracy, compliance, and strong communication across teams. Ideal candidates have a bachelor’s degree in business or finance, 1+ year in financial services, and proficiency with key office tools and CRM platforms

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of one year of experience in financial services or banking.
• Knowledge of Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office (Word, Access, Excel, Outlook) required.
• Strong research, problem-solving, and attention to detail.

Responsibilities

• Provide white-glove client and advisor support via phone, email, and meetings.
• Process paperwork for new accounts and transfers; manage asset movements.
• Support end-to-end financial planning data entry and analysis.
• Maintain accurate client information across firm databases.
• Assist process improvements to increase accuracy and efficiency.
• Perform additional duties as needed by leadership.

Skills

Research skills

Problem solving

Time management

Communication

Education

Bachelor’s degree in Business Administration, Accounting, Finance

Tools

Orion

Goldmine

Redtail

Salesforce

Job description

Carson Group seeks a detail-oriented professional to support client and advisor services, handle account paperwork, and assist in financial planning data entry. You will maintain client records, ensure timely asset transfers, and contribute to workflow improvements.

The role emphasizes accuracy, compliance, and strong communication across teams. Ideal candidates have a bachelor’s degree in business or finance, 1+ year in financial services, and proficiency with key office tools and CRM platforms