Carson Group · 11 hours ago
Relationship Associate
Saginaw, MI
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $65K/yrCarson Group is dedicated to providing value and trust in financial advice. The Relationship Associate will support Advisors and clients by managing client accounts, ensuring compliance, and maintaining accurate client information while providing exceptional service.
AdviceEducationFinancial ServicesMarketing
Responsibilities
Service Advisors and clients with white glove support and communication
Maintain accurate and complete client information in the database
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
Qualification
Required
Knowledge of Financial Advisor office tools (i.e. Orion, Salesforce, etc.) a plus
Knowledge of Microsoft Office, including Word, Access, 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
Preferred
Bachelor's degree in business administration, accounting, finance, or similar field of study preferred
Benefits
401(k) plus matching
Health benefits
Variable compensation potential (Bonus and/or commissions)
Competitive benefits including 401(k) with company contribution
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
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
2026-02-03
2026-01-17
GlobeNewswire
2026-01-16
Company data provided by crunchbase