Relationship and Operations Associate

Job overview

The Relationship and Operations Associate role is onsite in Pittsburgh, PA; the posting states a starting annual base salary of $55,000–$67,500, with variable compensation potential. The role supports Carson Group’s financial advisors and investors and its mission to be the most trusted in financial advice. The associate provides client and advisor service while handling account administration, records, and operational workflows. The role helps ensure account requests are completed accurately and on time, supports compliant operations, and improves processes that strengthen the client experience.

What you'll do

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

What we're looking for

Skills & competencies

relationship and operations associate

pittsburgh pa

financial services

client service

advisor support

account administration

asset transfers

money movements

compliance

process improvement

$55,000–$67,500 base salary

bonus or commissions

401(k) match

medical

dental

vision

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with company contribution
• paid time off
• parental leave
• medical, dental, and 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

The posting describes a client-first financial advice mission and variable compensation potential in addition to the stated base salary.

About the employer

Carson Group Holdings LLC is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.