Relationship and Operations Associate

Essential Functions

• Provide white-glove communication to clients and advisors through phone, email, and meetings.
• Serve as a professional point of contact with custodians and ensure 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 with team members, delegate tasks appropriately, and track progress to completion.
• Aid 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.

What You Need

• Bachelor’s degree in Business Administration, Accounting, Finance, or 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 natural desire to learn preferred.
• Able to compile statistics and reports accurately required.
• Excellent planning, organizational, project management, and time management skills required.
• Able to manage multiple projects with precision required.
• Strong written and verbal communication skills required.
• Desire for continual personal and professional growth preferred.

EEO Statement

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

Total Rewards

• Starting annual base salary between $55,000 - $60,000.
• Variable compensation potential (Bonus).
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.