Relationship and Operations Associate

Carsen Group Inc.-posted 24 days ago
$35,000 - $77,500/Yr
Full-time • Entry Level
Palatine, IL
101-250 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

  • Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings. Serve as a professional point of contact with custodians and ensure compliance with periodic client review requirements.
  • Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests. Take ownership of asset transfers to ensure seamless and timely completion. Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.
  • Data & Records Management: Maintain accurate and complete client information in firm databases and systems. Update client records promptly and ensure information integrity across platforms.
  • Project & Workflow Support: Follow established guidelines to achieve goals and deliverables in collaboration with leaders and stakeholders. Set and meet project expectations with team members, delegate tasks appropriately, and track progress to completion.
  • Process Improvement: Assist in developing procedures that increase accuracy and streamline operational steps. Identify opportunities to simplify workflows and enhance consistency.
  • Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
  • Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred.
  • Minimum of one year of experience in financial services or banking preferred.
  • Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook required.
  • Strong research and problem-solving skills required.
  • Exceptional attention to detail required.
  • Ability to compile statistics and reports accurately required.
  • Excellent planning, organizational, project management, and time management skills required.
  • Ability to manage multiple projects with precision required.
  • Strong written and verbal communication skills required.
  • Starting annual base salary between $35,000 - 77,500.
  • Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
  • Curiosity and natural desire to learn preferred.
  • Desire for continual personal and professional growth preferred.
  • bonus potential
  • 401(k) plus matching
  • health benefits
  • PTO
  • Parental Leave
  • Sabbatical Leave
  • Medical
  • Dental
  • Vision
  • Health Savings Accounts
  • Flexible Spending Accounts
  • Life and AD&D Insurance
  • Short and Long-Term Disability
  • Work/Life Benefits
  • Holistic Wellbeing Programs
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