Relationship and Operations Associate — Financial Services

Job overview

The Relationship and Operations Associate — Financial Services role is onsite in Green Bay, WI, with a starting annual base salary of $55,000–$60,000, plus potential variable compensation. Carson serves financial advisors and investors and works toward being the most trusted provider of financial advice. The associate supports clients and advisors by managing account opening and maintenance, transfers, records, and operational workflows. Accurate, timely administration and process improvements help deliver a strong client experience and compliant operations.

What you'll do

• Communicate with clients and advisors by phone, email, and meetings
• coordinate with custodians
• prepare and process new-account, cashiering, transfer, and maintenance paperwork
• execute money movements
• maintain client records
• support projects and workflows
• assist with procedures that improve accuracy and streamline operations.

What we're looking for

Skills & competencies

financial services

client support

advisor support

account administration

operations

data and records

green bay wi

carson group

$55k–$60k base

bonus potential

full-time

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

A bachelor’s degree and at least one year of financial services or banking experience are preferred. Microsoft Office proficiency and strong research, organization, communication, and attention-to-detail skills are required.

About the employer

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