Relationship and Operations Associate

Job overview

The Relationship and Operations Associate role is onsite in Lebanon, NH. Starting annual base salary is $55,000–$75,000, with potential variable compensation. The role supports Carson’s financial advisors and investors and advances the company’s mission to be the most trusted in financial advice. The associate provides client and advisor service while managing account administration, records, and operational workflows. Accurate, timely account processing and process improvements help advisors serve clients effectively and support compliant operations.

What you'll do

• Communicate with clients and advisors by phone, email, and meetings
• serve as a contact with custodians and support periodic client reviews
• prepare and process new-account, cashiering, transfer, and maintenance paperwork
• manage asset transfers and money movements with accurate documentation
• maintain client records across firm systems
• support projects and workflows
• assist with procedures and process improvements.

What we're looking for

Skills & competencies

relationship and operations associate

financial services

client support

advisor support

account administration

asset transfers

money movements

records management

lebanon nh

carson group

$55k–$75k

bonus potential

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with company contribution, paid time off, parental leave, medical, dental, vision, health savings and flexible spending accounts, life and AD&D insurance, short- and long-term disability, work/life benefits, and holistic wellbeing programs.

Why this role

Starting annual base salary of $55,000–$75,000 plus potential bonus or commissions. A bachelor’s degree and financial services or banking experience are preferred; Microsoft Office proficiency is required.

About the employer

Carson Group Holdings LLC is hiring for this role. Industry: Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds. Sector: 52.