Relationship and Operations Associate

About the role

Carson provides coaching and partnership services to financial advisors and straightforward financial advice to the investing public through three entities headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching, and Carson Partners. The role focuses on delivering ongoing client service and support that strengthens relationships, partnering with advisors as the primary operational resource to open new accounts and maintain existing accounts accurately and on time.

Responsibilities

• Provide white‑glove communication to clients and advisors via phone, email, and meetings, serving as the professional point of contact with custodians and ensuring 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, 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.

Requirements

• Bachelor’s degree in Business Administration, Accounting, Finance, or a 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 a 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).

Benefits

• Starting annual base salary between $55,000 – $67,500.
• Variable compensation potential (bonus and/or commissions).
• 401(k) with company contribution.
• Paid time off and parental leave.
• Medical, dental, and vision insurance.
• Health Savings Accounts and Flexible Spending Accounts.
• Life and AD&D insurance.
• Short‑ and long‑term disability coverage.
• Work/life benefits and holistic wellbeing programs.