Client Success & Operations Associate

Carson Group; Littleton (CO); On-site; USD 58,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

PTO

Parental Leave

Medical

Dental

Vision

Health Savings Accounts

Flexible Spending Accounts

Life and AD&D Insurance

Short and Long-Term Disability

Job summary

Carson Group in Littleton, CO seeks a client service specialist to support financial advisors and investors. You will open new accounts, maintain existing accounts accurately and on time, and serve as the primary operational resource to ensure compliance and smooth processing across custodians.

The ideal candidate has a bachelor’s degree in business, accounting, or finance and 1–3 years in financial services, with strong communication, attention to detail, and the ability to manage multiple

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of 1-3 years 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 required.
• 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 skills required.
• Ability to manage multiple projects with precision required.
• Strong written and verbal communication skills required.
• Desire for continual personal and professional growth preferred.

Responsibilities

• Deliver ongoing client service and support that strengthens relationships.
• Open new accounts and maintain existing accounts accurately and on time.
• Build familiarity with advisor’s book of business and manage time effectively.
• Develop new competencies to support efficient, compliant operations.
• Follow established guidelines to achieve goals and deliverables with leaders and stakeholders.
• Identify opportunities to simplify workflows and enhance consistency.
• Perform additional duties as assigned.

Skills

Strong written and verbal comm. skills

Attention to detail

Time management

Education

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

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office

Job description

Carson Group in Littleton, CO seeks a client service specialist to support financial advisors and investors. You will open new accounts, maintain existing accounts accurately and on time, and serve as the primary operational resource to ensure compliance and smooth processing across custodians.

The ideal candidate has a bachelor’s degree in business, accounting, or finance and 1–3 years in financial services, with strong communication, attention to detail, and the ability to manage multiple