Client Relations & Operations Specialist

Carson Wealth; Fairmont (MN); On-site; USD 50,000 - 56,000; Full time

Benefits offered by this job

401(k) with company contribution

Paid time off (PTO)

Parental Leave

Medical benefits

Dental benefits

Vision benefits

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 is seeking an organized professional to provide client and advisor support, handling new accounts and ongoing maintenance while ensuring compliance and accuracy. You will manage paperwork, asset transfers, and communications to deliver a high‑quality client experience.

You will collaborate with advisors, support events and marketing efforts, maintain client data across systems, and help improve processes. ABachelor’s degree and 1+ year of financial services experience 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 financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office including Word, Access, Excel, and Outlook.
• Strong research and problem‑solving skills required.
• Exceptional attention to detail required.
• Strong written and verbal communication skills required.

Responsibilities

• Deliver ongoing client service and support to strengthen relationships and the overall client experience.
• Partner with advisors as the primary operational resource for opening new accounts and maintaining existing accounts.
• Build familiarity with the advisor’s book of business while managing time effectively and developing new competencies.
• Provide white-glove communication to clients and advisors through phone, email, and meetings; ensure compliance with review requirements.
• Prepare and process paperwork for new accounts, transfers, and account maintenance requests; own asset transfers for timely completion.
• Assist in client engagement initiatives and support local marketing campaigns in partnership with marketing resources.
• Maintain accurate client information in firm databases; update records promptly and ensure data integrity across platforms.
• Follow guidelines to achieve goals, set project expectations, and track progress with leaders and stakeholders.
• Identify opportunities to simplify workflows and enhance consistency.

Skills

Written communication

Verbal communication

Attention to detail

Time management

Organization

Project management

Multitasking

Research and problem solving

Curiosity and learning

Education

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

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office

Word

Access

Excel

Outlook

Job description

Carson Wealth is seeking an organized professional to provide client and advisor support, handling new accounts and ongoing maintenance while ensuring compliance and accuracy. You will manage paperwork, asset transfers, and communications to deliver a high‑quality client experience.

You will collaborate with advisors, support events and marketing efforts, maintain client data across systems, and help improve processes. ABachelor’s degree and 1+ year of financial services experience are preferred.