Client Success & Operations Manager

Carson Group; Irvine (CA); On-site; USD 31,000 - 34,000; Full time

Job summary

Carson Group seeks a detail-oriented professional to support clients and financial advisors, ensuring proactive communications and accurate account processing. You will manage relationships, data integrity, and various operational tasks across advisor offices with a focus on compliance and quality service.

Ideal candidates hold a bachelor’s degree in business/finance and 3–5 years in financial services, with proficiency in Orion, GoldMine, Redtail, Salesforce and MS Office.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum three to five years of experience in financial services.
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook.
• Strong research and problem-solving skills.
• Excellent organizational, project management, and time management skills.

Responsibilities

• Provide white-glove service to advisors and clients through proactive communication and relationship management. Act as the primary contact for custodians to ensure smooth account processing and ensure compliance with periodic client review requirements.
• Process new accounts, cashiering, transfers, and maintenance requests with accuracy and timeliness. Take ownership of asset transfers to guarantee seamless execution.
• Maintain accurate and complete client information in databases and systems. Stay current with operational updates and ensure data integrity.
• Coordinate projects by defining expectations, timelines, and deliverables. Communicate project expectations clearly to team members and management. Develop processes to increase accuracy and streamline workflows.
• Lead regular skill and competency training sessions. Support mentees as a subject matter expert in multiple operational areas. Encourage personal and professional growth.
• Research and resolve operational challenges using available tools. Identify opportunities for improvement and implement solutions to drive efficiency.

Skills

Client support

Relationship management

Communication skills

Time management

Attention to detail

Education

Bachelor’s degree in Business Administration/Accounting/Finance

Tools

Orion

GoldMine

Redtail

Salesforce

Microsoft Office (Word, Access, Excel, Outlook)

Job description

Carson Group seeks a detail-oriented professional to support clients and financial advisors, ensuring proactive communications and accurate account processing. You will manage relationships, data integrity, and various operational tasks across advisor offices with a focus on compliance and quality service.

Ideal candidates hold a bachelor’s degree in business/finance and 3–5 years in financial services, with proficiency in Orion, GoldMine, Redtail, Salesforce and MS Office.