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Client Support Associate

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About Carry:

At Carry, we are on a mission to help our customers build wealth through smart tax optimization and education. We started with a Solo 401k for self employed business owners and have continued on that momentum to build out other financial products and services.

About the role:

Our support team is small, fast-moving, and deeply committed to delivering an exceptional client experience. But what does “exceptional” really mean to us? It means proactively advocating for clarity on behalf of our clients, using every interaction to sharpen our intuition and anticipate needs to help deliver the best experience. We’re growing quickly and are looking for someone in this role who shares our passion for exceptional service, innovation, and teamwork.

In this role, you’ll act as the trusted point of contact for our clients—many of them business owners—to assist with navigating the complexities of their Solo 401k, brokerage, and IRA accounts. In addition, you’ll collaborate with our internal teams, financial partners, and custodians to resolve inquiries, streamline processes, and build scalable systems that set the foundation for long-term growth. At Carry, we believe in high ownership and agency—you’ll have the opportunity to make a meaningful impact on both our products and services as we continue to grow.

What you’ll do:

Serve as main contact for clients, communicating via email , chat and scheduled video calls
Coordinate with internal team, financial partners, and custodians to investigate and resolve client inquires
Complete transfers/rollovers into and out of Carry
Develop, update, and enhance FAQs and documentation as the product evolves
Troubleshoot and reproduce bugs, collaborating with the engineering team to resolve technical issues.

Who You Are:

You have a strong interest in finance, particularly in retirement accounts and investments.
You thrive in digging into the details of technical issues, investigating root causes, and driving solutions.
You’re self-motivated and thrive in high-agency, fast-paced environments.
You’re highly organized, detail-oriented, and love creating structure to solve problems.
You take a proactive, solutions-oriented approach to client needs, with a focus on resolving issues efficiently and effectively.
Thrives both working independently and mentoring others, with a focus on upskilling team members and fostering growth.
You have a learner's mindset with a strong desire and curiosity to deepen financial knowledge and expertise.

Qualifications:

Minimum of 2 years in a client facing role, preferable in a financial services or related field
Exceptional communication skills, both written and verbal, with the ability to explain complex topics clearly and empathetically
Experience working cross-functionally with internal teams and external partners
Proven ability to manage multiple priorities and stay organized in a fast-paced environment
Familiarity with Solo 401k, brokerage, and IRA accounts is a strong plus but not required

Why Join Carry?

At Carry, you’ll be part of a team that values ownership, collaboration, and innovation. We believe that exceptional support is at the heart of our client experience, and we’re committed to equipping you with the tools, training, and autonomy you need to thrive. If you’re excited about shaping the future of financial services and delivering impactful client experiences, we’d love to hear from you.

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

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What You Should Know About Client Support Associate, Carry

At Carry, we're on a mission to empower our customers to build wealth through smart tax optimization and education. If you’re looking to join a fast-paced environment where your contributions can make a real impact, the Client Support Associate role may be your next adventure! In this role, you'll have the unique opportunity to be the trusted point of contact for our clients, especially business owners navigating the complexities of their Solo 401k, brokerage, and IRA accounts. You're not just answering queries; you're proactively advocating for clarity, using each interaction to anticipate client needs, and enhancing their experience with exceptional service. Collaboration is key, as you’ll work closely with our internal teams, financial partners, and custodians to resolve inquiries effectively and streamline processes that lay the groundwork for our growth. We value high ownership and encourage you to take the initiative, contributing to both our products and services. Ideally, you possess a strong interest in finance and are a detail-oriented, self-motivated individual who thrives in a dynamic environment. Your outstanding communication skills will help bridge the gap between complex financial topics and our clients. If you’re passionate about delivering innovative solutions and fostering growth, Carry is your place to shine!

Frequently Asked Questions (FAQs) for Client Support Associate Role at Carry

What are the responsibilities of a Client Support Associate at Carry?

As a Client Support Associate at Carry, you will be the main contact for clients, managing communications through email, chat, and video calls. Your responsibilities include coordinating with internal teams and financial partners to resolve client inquiries, executing account transfers/rollovers, updating FAQs and documentation, and troubleshooting technical issues with our engineering team.