Operations & Client Services Specialist

Carson Group; Baton Rouge (LA); On-site; USD 45,000 - 58,000; Full time

Benefits offered by this job

401(k) with company contribution

Paid time off

Parental Leave

Health, Dental, Vision

Job summary

Carson Group is seeking a detail-oriented operations professional to support accurate client account opening and maintenance, coordinating with custodians and advisors. You will help improve workflows and mentor junior team members while ensuring compliance and data integrity.

The role emphasizes collaboration, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. This full-time position is based in the Baton Rouge area with competitive benefits.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Minimum of three years in financial services.
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook).
• Experience with Orion and Salesforce.
• Strong interpersonal and communication skills; service-oriented and collaborative.
• Strong organizational/time-management, attention to detail, multiple priorities.
• Analytical, research, and problem-solving skills.
• Ability to guide and support less experienced team members.

Responsibilities

• Account Opening & Maintenance: Process new account applications and maintenance requests.
• Service & Coordination: Serve as primary contact for custodians and coordinate with advisors and service partners.
• Procedures & Process Improvement: Develop and maintain written procedures; identify workflow improvements.
• Team Support & Development: Assist less experienced team members and share knowledge.
• Compliance & Quality: Follow policies and protect confidential information.
• Other Duties: Support leadership and department objectives.

Skills

Interpersonal skills

Communication

Organizational skills

Time management

Analytical skills

Research skills

Problem solving

Mentoring/guest guidance

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Word, Excel, Outlook)

Orion

Salesforce

Job description

Carson Group is seeking a detail-oriented operations professional to support accurate client account opening and maintenance, coordinating with custodians and advisors. You will help improve workflows and mentor junior team members while ensuring compliance and data integrity.

The role emphasizes collaboration, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. This full-time position is based in the Baton Rouge area with competitive benefits.