Client Success & Operations Associate

Carson Wealth; Blue Ash (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

PTO and parental leave

Holistic wellbeing programs

Job summary

Carson Wealth in Blue Ash, Ohio, seeks a Relationship & Operations Associate to provide exceptional service and support to clients and Advisors. This vital role involves setting up accounts, maintaining client information, and ensuring compliance with periodic reviews.

Ideal candidates will possess a Bachelor's degree in business or related fields, along with 5 years of experience in the financial sector. Carson Wealth offers a competitive salary between $60,000 - $80,000, along with comprehensive benefits.

Qualifications

• 5 years of experience in financial or banking industry preferred.
• Desire for ongoing personal and professional growth.

Responsibilities

• Provide ongoing service and support to clients.
• Maintain accurate client information in the database.
• Process new accounts and account maintenance requests.
• Serve as primary contact with custodians to ensure compliance.

Skills

Knowledge of Microsoft Office

Attention to detail

Planning and organizational skills

Project and time management

Excellent communication skills

Education

Bachelor's degree in business administration, accounting, finance, or similar

Tools

Financial Advisor office tools (i.e. Orion, Salesforce)

Job description

Carson Wealth in Blue Ash, Ohio, seeks a Relationship & Operations Associate to provide exceptional service and support to clients and Advisors. This vital role involves setting up accounts, maintaining client information, and ensuring compliance with periodic reviews.

Ideal candidates will possess a Bachelor's degree in business or related fields, along with 5 years of experience in the financial sector. Carson Wealth offers a competitive salary between $60,000 - $80,000, along with comprehensive benefits.