Relationship and Operations Associate

Carson Group; Fairmont (MN); On-site; USD 50,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

PTO

Parental Leave

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Life and AD&D Insurance

Short/Long-Term Disability

Wellbeing Programs

Job summary

Carson Group is seeking a detail-oriented professional to support clients and advisors, manage account paperwork, and maintain a high standard of front-office operations. The role involves coordinating client engagement, marketing support, and data integrity across firm databases.

Ideal candidates have a bachelor’s degree in business/finance and at least one year in financial services, with strong communication, planning, and problem-solving skills.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field
• 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
• Strong research and problem-solving skills required.
• Exceptional attention to detail required.
• Curiosity and natural desire to learn preferred.
• Ability to compile statistics and reports accurately required.
• Excellent planning, organizational, project management, and time management

Responsibilities

• Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings.
• Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests.
• Client Experience & Front Office Management: Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text.
• Client Engagement & Marketing Support: Support client engagement initiatives and local marketing campaigns.
• Data & Records Management: Maintain accurate client information in firm databases and ensure data integrity.
• Project & Workflow Support: Follow established guidelines to achieve goals and deliverables with leaders and stakeholders.
• Process Improvement: Develop procedures to increase accuracy and streamline workflows.
• Other Duties: Perform additional tasks as needed by leadership to support objectives.

Skills

Multitasking

Communication

Time management

Problem solving

Education

Bachelor’s degree in Business/Finance

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft Outlook

Job description

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.

Job Details

Description

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.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

• Client & Advisor Support: 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.
• Account Administration: 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.
• Client Experience & Front Office Management: Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text. Ensure the lobby and conference rooms are prepared for meetings, maintaining cleanliness, comfort, and professionalism. Manage phone greetings, call routing, and scheduling support to create seamless, high-quality interactions from arrival to departure. Oversee day-to-day office logistics, including mail distribution, supply management, and coordination with vendors and facilities.
• Client Engagement & Marketing Support: Support client engagement initiatives, including event and seminar logistics, client appreciation touchpoints (birthdays, anniversaries, milestones), and gifting programs. Assist with maintaining marketing materials and office branding, and support execution of local marketing campaigns in partnership with the firm's marketing resources.
• Data & Records Management: Maintain accurate and complete client information in firm databases and systems. Update client records promptly and ensure information integrity across platforms.
• Project & Workflow Support: 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.
• Process Improvement: Assist in developing procedures that increase accuracy and streamline operational steps. Identify opportunities to simplify workflows and enhance consistency.
• Other Duties: 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

• 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
• Strong research and problem-solving skills required.
• Exceptional attention to detail required.
• Curiosity and natural desire to learn preferred.
• Ability to compile statistics and reports accurately 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.
• 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.

The Total Rewards Expected For This Role Include

• Starting annual base salary between $50,000 - $56,000.
• 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.