Client Relations & Operations Associate

Carson Group; Pittsburgh (Allegheny County); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

401(k) with match

Health benefits

Paid time off

Parental leave

Job summary

Carson Group in Pittsburgh is seeking a detail-oriented operations professional to support financial advisors and clients. You will handle new accounts, transfers, and ongoing maintenance with a focus on accuracy and compliance, while collaborating with advisors to deliver a seamless client experience.

Ideal candidates bring a business degree and strong communication, planning, and project management skills.

Qualifications

• Bachelor's degree required in business or related field.
• Strong written and verbal communication skills.
• Excellent planning, organizational and time-management abilities.
• Ability to manage multiple projects with precision.
• Experience with financial services tools a plus.

Responsibilities

• Open new accounts and maintain existing accounts accurately and timely.
• Serve as primary operational resource with advisors to support onboarding.
• Prepare paperwork for transfers and account maintenance requests.
• Ensure data integrity across firm databases and systems.
• Follow guidelines to meet project goals and deliverables with stakeholders.

Skills

Communication skills

Planning & Organization

Project management

Multi-project handling

Research & problem-solving

Curiosity to learn

Education

Bachelor's degree in Business Administration, Accounting, Finance, or related field

Tools

Orion

Goldmine

Redtail

Salesforce

Job description

Carson Group in Pittsburgh is seeking a detail-oriented operations professional to support financial advisors and clients. You will handle new accounts, transfers, and ongoing maintenance with a focus on accuracy and compliance, while collaborating with advisors to deliver a seamless client experience.

Ideal candidates bring a business degree and strong communication, planning, and project management skills.