Client Success & Operations Specialist

Carson Group; Lebanon (NH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company contribution

PTO

Parental Leave

Medical

Dental

Vision

Health Savings Accounts

Flexible Spending Accounts

Life and AD&D Insurance

Short and Long-Term Disability

Work/Life Benefits

Holistic Wellbeing Programs

Job summary

Carson Group in the United States seeks a detail-oriented client service and operations professional to open and maintain accounts, support advisors, and ensure compliance with review requirements.

You will manage paperwork, asset transfers, data integrity, and project workflows while delivering white-glove service and collaborating with custodians to uphold the firm’s trusted relationship with clients.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

Attention to detail

Time management

Problem solving

Research skills

Education

Bachelor's degree in business/finance

Tools

Orion

Redtail

Salesforce

GoldMine

MS Office

Excel

Access

Outlook

Job description

Carson Group in the United States seeks a detail-oriented client service and operations professional to open and maintain accounts, support advisors, and ensure compliance with review requirements.

You will manage paperwork, asset transfers, data integrity, and project workflows while delivering white-glove service and collaborating with custodians to uphold the firm’s trusted relationship with clients.