Relationship and Operations Associate

Carson Group; Green Bay (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Carson Group, based in Omaha but serving clients nationwide, seeks a detail-focused operations professional in Wisconsin to support client accounts and advisors. You’ll handle new accounts, transfers, and maintenance, ensuring accuracy and compliance while coordinating with custodians and internal teams.

The role emphasizes data integrity, process optimization, and multi-project management, with opportunities to contribute to continuous improvement across client service workflows.

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.

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, transfers, and account maintenance requests.
• Data & Records Management: Maintain accurate client information in firm databases and systems.
• Project & Workflow Support: Follow guidelines to achieve goals and track progress with teams.
• Process Improvement: Assist in developing procedures to increase accuracy and streamline steps.
• Other Duties: Perform additional tasks as needed to support objectives.

Skills

Strong research

Problem solving

Attention to detail

Planning & organization

Time management

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Access

Job description

About the Company

We serve financial advisors and investors through Carson Wealth, Carson Coaching, and Carson Partners, all headquartered in Omaha, Nebraska. Our mission is to be the most trusted source of financial advice.

Job Overview

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.

Essential Functions

• 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.
• 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.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or a 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.
• 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.