Client Success & Operations Associate

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

Benefits offered by this job

401(k) matching

PTO

Parental Leave

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Life and AD&D Insurance

Short/Long-Term Disability

Wellbeing Programs

Job summary

Carson Group is seeking a detail-oriented professional to support clients and advisors, manage account paperwork, and maintain a high standard of front-office operations. The role involves coordinating client engagement, marketing support, and data integrity across firm databases.

Ideal candidates have a bachelor’s degree in business/finance and at least one year in financial services, with strong communication, planning, and problem-solving skills.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field
• 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.
• Curiosity and natural desire to learn preferred.
• Ability to compile statistics and reports accurately required.
• Excellent planning, organizational, project management, and time management

Responsibilities

• Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings.
• Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests.
• Client Experience & Front Office Management: Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text.
• Client Engagement & Marketing Support: Support client engagement initiatives and local marketing campaigns.
• Data & Records Management: Maintain accurate client information in firm databases and ensure data integrity.
• Project & Workflow Support: Follow established guidelines to achieve goals and deliverables with leaders and stakeholders.
• Process Improvement: Develop procedures to increase accuracy and streamline workflows.
• Other Duties: Perform additional tasks as needed by leadership to support objectives.

Skills

Multitasking

Communication

Time management

Problem solving

Education

Bachelor’s degree in Business/Finance

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft Outlook

Job description

Carson Group is seeking a detail-oriented professional to support clients and advisors, manage account paperwork, and maintain a high standard of front-office operations. The role involves coordinating client engagement, marketing support, and data integrity across firm databases.

Ideal candidates have a bachelor’s degree in business/finance and at least one year in financial services, with strong communication, planning, and problem-solving skills.