Client Relations & Operations Specialist

Carson Group; Pittsburgh (Allegheny County); On-site; USD 55,000 - 67,500; Full time

Benefits offered by this job

401(k) plus matching

Health benefits

Bonus potential

PTO

Parental Leave

Job summary

Carson Group, located in Pittsburgh, is seeking a professional who excels in client support and account administration. The ideal candidate will deliver exceptional service to clients and financial advisors, while managing accurate account operations.

Candidates should possess a bachelor's degree and experience in financial services, with strong skills in communication and project management. Carson Group offers a competitive salary, bonus potential, and excellent benefits in a great working environment focused on health and wellness.

Qualifications

• Minimum of one year of experience in financial services or banking preferred.
• Exceptional attention to detail required.
• Strong written and verbal communication skills required.

Responsibilities

• Provide white-glove communication to clients and advisors.
• Prepare and process paperwork for new accounts.
• Maintain accurate client information in firm databases.
• Assist in developing procedures that increase accuracy.

Skills

Client communication

Account administration

Data management

Process improvement

Problem-solving

Project management

Microsoft Office proficiency

Education

Bachelor’s degree in Business Administration, Accounting, Finance

Tools

Salesforce

Orion

Goldmine

Redtail

Job description

Carson Group, located in Pittsburgh, is seeking a professional who excels in client support and account administration. The ideal candidate will deliver exceptional service to clients and financial advisors, while managing accurate account operations.

Candidates should possess a bachelor's degree and experience in financial services, with strong skills in communication and project management. Carson Group offers a competitive salary, bonus potential, and excellent benefits in a great working environment focused on health and wellness.