Relationship and Operations Associate

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life now and in the future. We are a specialized Wealth Management Firm serving retirees, business owners, executives, and their families. Carson Wealth Pittsburgh is a firm with an experienced team of CFP’s, CFA’s, CPAs, and JDs staffed in-house to provide a full-service wealth planning experience.

About the Role

Deliver ongoing client service and support that strengthens relationships and enhances the overall client experience. Partner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. Build familiarity with the advisor’s book of business while managing time effectively and developing new competencies to support efficient, compliant operations.

Responsibilities

• 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.
• 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 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.

Qualifications

• Must be able to work flexible hours to accommodate client needs.
• Must have strong interpersonal and communication skills.
• Must be able to work independently and as part of a team.
• Must be able to handle confidential information with discretion.
• Must be able to travel occasionally to client sites.

Skills

• Strong knowledge of financial services and wealth management.
• Experience with financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce.
• Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook.
• Strong research and problem-solving skills.
• Exceptional attention to detail.
• Curiosity and natural desire to learn.
• Able to compile statistics and reports accurately.
• Excellent planning, organizational, project management, and time management skills.
• Able to manage multiple projects with precision.
• Strong written and verbal communication skills.
• Desire for continual personal and professional growth.

Benefits

• Starting annual base salary between $55,000 - 67,500.
• Variable compensation potential (Bonus and/or commissions).
• 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.