Relationship and Operations Associate

Essential Job Functions

• Maintain accurate and complete client information in the database.
• Processor of new accounts, cashiering and account maintenance requests.
• Professionally provides primary point of contact with our custodians.
• Takes ownership of asset transfers to ensure seamless and timely delivery.
• Works closely with Advisors to ensure compliance of periodic client reviews.
• Prepare paperwork to maintain client accounts to the specifications requested by the Advisor.
• Complete accurate and timely movements of assets per the request of the Advisor or client.
• Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders.
• Assist in setting and continually meeting project expectations with team members and management.
• Completes tasks and responsibilities to appropriate team members as needed.

What You Need

• Knowledge of Microsoft Office, including MS Teams, Excel, and Outlook.
• Strong desire for research and problem solving.
• Unwavering attention to details.
• Natural desire and curiosity to learn.
• Exceptional planning and organizational skills.
• Project and time management skills.
• Manage multiple projects with precision and pride.
• Excellent written and verbal communication skills.
• Strong desire for continual personal and professional growth.

Preferred Education And Experience

• Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred.
• 5 years of experience in the financial or banking industry preferred.
• Knowledge of Financial Advisor office tools (i.e. Orion, Adobe, Zoom, Salesforce, etc.) 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 $60,000 - $80,000.
• 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 volunteer & charitable matching benefits, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.