Client Success & Operations Associate

Carson Wealth; Scottsdale (AZ); Presencial; USD 55.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company contribution

Health benefits

PTO

Parental Leave

Sabbatical Leave

Medical

Descripción de la vacante

Carson Wealth is seeking a detail-oriented Operations Specialist to support client and advisor service, open and maintain client accounts, and manage accurate records. You will coordinate asset transfers, money movements, and paperwork while ensuring compliance with internal controls and custodial requirements.

You will work with tools like Orion, Goldmine, Redtail, Salesforce and MS Office to compile reports, analyze data, and support multiple projects.

Formación

• 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 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.

Responsabilidades

• Provide white-glove communication to clients and advisors through phone, email, and meetings.
• Serve as a professional point of contact with custodians and ensure compliance with periodic client review requirements.
• Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests.
• Take ownership of asset transfers to ensure seamless and timely completion.
• Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.
• Maintain accurate and complete client information in firm databases and systems.
• Update client records promptly and ensure information integrity across platforms.
• Follow established guidelines to achieve goals and deliverables in collaboration with leaders and stakeholders.
• Set and meet project expectations with team members, delegate tasks appropriately, and track progress to completion.
• Assist in developing procedures that increase accuracy and streamline operational steps.
• Identify opportunities to simplify workflows and enhance consistency.
• Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Conocimientos

Client & Advisor Support

Account Administration

Data & Records Management

Project & Workflow Support

Process Improvement

Time Management

Communication Skills

Educación

Bachelor's degree

Herramientas

Orion

Goldmine

Redtail

Salesforce

Microsoft Office (Word, Access, Excel, Outlook)

Descripción del empleo

Carson Wealth is seeking a detail-oriented Operations Specialist to support client and advisor service, open and maintain client accounts, and manage accurate records. You will coordinate asset transfers, money movements, and paperwork while ensuring compliance with internal controls and custodial requirements.

You will work with tools like Orion, Goldmine, Redtail, Salesforce and MS Office to compile reports, analyze data, and support multiple projects.