Relationship & Operations Associate
Compensation
$55k – $58k /yr
Employment type
Full-time
Work setting
On-site
Location
Lake Mary, FL
Schedule
Day shift
Posted
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Job overview
The Relationship & Operations Associate is an onsite role based in Lake Mary, FL, with a salary range of $55,000 to $57,500 per year. This position supports the financial advisory services at Carson Group Holdings LLC. This role exists to provide white-glove communication to clients and advisors while managing account administration and operational workflows. By maintaining accurate records and ensuring compliance, the associate strengthens client relationships and supports the firm's mission of providing trusted financial advice.
What we're looking for
- Skills & competencies
- full-timeday shiftlake mary flcarson groupfinanceoperationsclient serviceaccount administrationfinancial services$55k-$57.5k/yr
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401(k) with match, health benefits, PTO, parental leave, holistic wellbeing programs
About the employer
Carson Group Holdings LLC is hiring for this role. Industry: Executive Offices. Sector: 92.
Additional details
- Industry sector
- 92
- Industry
- Executive Offices
- Occupation code
- 43-1011.00
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Listing ID: e1b16a7d-90d9-47e9-9b0e-dbf912b9f8b9