Client Service Manager

Who we are…

At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life now and in the future. We are a specialized Wealth Management Firm serving retirees, business owners, executives, and their families. Carson Wealth Pittsburgh is an owner-owned firm with an experienced team of CFP’s, CFA’s, CPAs, and JDs staffed in-house to provide a full-service wealth planning experience.

Position Expectations…

The Client Service Manager is an essential member of our team. This is a meaningful position to the firm as delivering exceptional service and nurturing relationships with our clients is key. The Client Service Manager requires an understanding of the financial services industry processes and procedures. This individual handles the vast majority of client follow-up, account processing and maintenance. An individual in this position is expected to know the systems and processes of the organization which establishes best practices for operational efficiencies. Innovative ideas are welcomed to continuously improve and grow processes within the organization. Future growth paths include Director of Client Services and Associate Wealth Advisor.

Essential Job Functions:  

• Displays ongoing development of financial industry knowledge and position skills
• Learn and master financial software programs: Salesforce, Orion, Egnyte, Outlook, Zocks, etc.
• Establish and maintain complete client records throughout systems
• Gather data, reports and organize previous correspondence 
• Enter post-meeting notes into digital client profile 
• Complete, track, and document operational tasks including:
• Open, process and facilitate funding of new advisory accounts
• Account Maintenance
• Communicating with clients throughout onboarding process
• Cash Management, Check Deposits, and Distributions
• Beneficiary Updates & Estate Plan Coordination
• Financial/personal information requests and ongoing updates
• Draft, edit and send electronic client correspondence
• Provide direct client support in the following areas:
• Paperwork/Form Processing
• Transfers, Confirmations, & Proactive Account Updates
• Monitor Custodial Alerts and NIGO Resolution
• Cashiering Requests
• Processing Required Minimum Distributions
• Systematic Set-Up and Updates
• Journals, ACH’s and Wire Requests
• Facilitate Rollover Requests
• Adhere to Compliance and procedures

• Owner of Client Records
• Ensures all data is properly entered for execution of tasks
• Ensures all non-processing related documents are provided to Wealth Advisors for review
• Accountable for Required Minimum Distributions for assigned advisors
• Complete Client Review Process, as assigned
• Other duties and special projects, as assigned

Position Requirements:

• Bachelor’s Degree, and financial industry experience, required. 
• Advanced computer skills and aptitude for learning and testing new software and processes:  
• Knowledge of Word, Excel, PowerPoint, required
• Knowledge of financial industry programs (Salesforce, Orion, Egnyte, etc.), preferred
• Ability and desire to maintain orderly records and data
• Desire to provide the highest quality service
• Ability to manage multiple projects and tasks
• Exceptional written and verbal communication skills
• Ability to take direction and a desire to support all team members
• Attention to details with excellent tracking and follow through
• Adhere to Compliance policies and procedures

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, parking lease, building gym membership, and a great working environment. Our culture is fast-paced and motivational and focused on serving our clients.

If you have a persistent desire to succeed and follow a fiduciary standard or always putting clients first, we would love to hear from you!