Relationship and Operations Associate

Carson Group•Blue Ash, OH

9d•Onsite

About The Position

The role of the Relationship & Operations Associate is to provide on-going service and support to clients. This role will also support Advisors and become their “right hand” when it comes to the client relationship. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely. The Relationship & Operations Associate must exhibit excellent time management skills as they continue to learn new competencies and become familiar with the Advisor’s book of business.

Requirements

Knowledge of Microsoft Office, including MS Teams, Excel, and Outlook
Strong desire for research and problem solving
Unwavering attention to details
Natural desire and curiosity to learn
Ability to compile statistics and reports
Exceptional planning and organizational skills
Project and time management skills
Manage multiple projects with precision and pride
Excellent written and verbal communication skills
Strong desire for continual personal and professional growth

Nice To Haves

Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred
5 years of experience in the financial or banking industry preferred
Knowledge of Financial Advisor office tools (i.e. Orion, Adobe, Zoom, Salesforce, etc.) preferred.

Responsibilities

Service Advisors and clients with white glove support and communication.
Maintain accurate and complete client information in the database.
Processor of new accounts, cashiering and account maintenance requests.
Professionally provides primary point of contact with our custodians.
Takes ownership of asset transfers to ensure seamless and timely delivery.
Works closely with Advisors to ensure compliance of periodic client reviews
Prepare paperwork to maintain client accounts to the specifications requested by the Advisor.
Complete accurate and timely movements of assets per the request of the Advisor or client
Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders
Assist in setting and continually meeting project expectations with team members and management.
Completes tasks and responsibilities to appropriate team members as needed.