Relationship & Operations Associate

Job overview

The Relationship & Operations Associate position is onsite in Leawood, KS, with a stated starting annual base salary of $40,000–$65,000. Carson Group serves financial advisors and investors and states a mission to be the most trusted in financial advice. The associate provides client and advisor support while managing account administration, records, and operational workflows. The role helps ensure accurate, timely, and compliant account servicing and contributes to a consistent client experience.

What you'll do

• Communicate with clients and advisors by phone, email, and meetings
• serve as a point of contact with custodians
• support periodic client reviews
• greet visitors and prepare meeting spaces
• route calls and assist with scheduling
• process account opening, cashiering, transfers, and maintenance requests
• execute documented money movements
• maintain client records
• support projects and workflows
• identify process improvements.

What we're looking for

Skills & competencies

relationship & operations associate

financial services

client support

advisor support

account administration

client records

operations

leawood ks

carson group

$40k–$65k/year

Work arrangement

• Weekend coverage required

Benefits & perks

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

About the employer

Carson Group Holdings LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.