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.

Who We Want

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.

What To Expect

• 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.

What You Need

Strong written and verbal communication skills required.

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 :

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.