Client Relations & Operations Associate

Neal A. McGrath, AIF®, Wealth Advisor; Pittsburgh (Allegheny County); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

401(k) match

PTO

Parental Leave

Medical Insurance

Dental Insurance

Vision Insurance

HSA

FSA

Life Insurance

Disability Insurance

Job summary

Carson Wealth is seeking a professional to deliver client and advisor support, opening new accounts and maintaining records with strict compliance. You will coordinate transfers, manage data across firm systems, and help develop efficient workflows in collaboration with leadership.

Ideal candidates hold a bachelor’s degree in a related field and at least one year of financial services experience, with strong MS Office skills and attention to detail.

Qualifications

• 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.
• 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.

Responsibilities

• 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.
• Provide white-glove communication to clients and advisors through phone, email, and meetings.
• 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.

Skills

Client support

Data management

Project coordination

Attention to detail

Education

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

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Access

Job description

Carson Wealth is seeking a professional to deliver client and advisor support, opening new accounts and maintaining records with strict compliance. You will coordinate transfers, manage data across firm systems, and help develop efficient workflows in collaboration with leadership.

Ideal candidates hold a bachelor’s degree in a related field and at least one year of financial services experience, with strong MS Office skills and attention to detail.