Hiring: Relationship and Operations Associate Company: Carson Group Location: Pittsburgh, PA Job Posted Time: 2026-09-12 12:36:02 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Notion, Project Management, Salesforce About the job Required Skills: •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. •Minimum of one year of experience in financial services or banking preferred. •Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred. Qualifications: •Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred. Compensation: •In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!