Client Support Associate

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.