Who We Are

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.

Who We Want

The role of the Operations Support Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Relationship Managers and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to open new accounts and perform maintenance on existing client accounts on an accurate and timely basis. The Operations Support Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy.

What To Expect

• Primary processor of new accounts and account maintenance requests from all CWM Advisors
• Professionally provides primary point contact with our custodians
• Service client needs and requirements as determined through Relationship Manager coordination
• Assist in compiling annual client review materials
• Interact with Relationship Manager team on all case requirements and follow up
• Attend all training and information sharing meetings scheduled for the team
• Adhere to all company and industry supervisory guidelines and policies
• Other duties as assigned

What You Need

• Knowledge of Financial Advisor office tools (i.e. Orion, SalesForce, etc.) preferred
• Knowledge of Microsoft Office, including Word, Excel, and Outlook required
• Excellent interpersonal & communication skills
• Excellent attitude and ability to work as part of a team
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• Ability to handle multiple tasks with precision
• Analytical and research skills
• Ability to troubleshoot and problem solve
• Desire to provide the highest quality of service
• High level of attention to detail
• Sedentary work that primarily involves sitting/standing
• Repeating motions that may include the wrists, hands and/or fingers
• Remaining in a stationary position, often standing or sitting for prolonged periods

Preferred Education and Experience

• Bachelor's degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
• Experience working in a professional office environment preferred
• 1 year of experience in the financial industry preferred

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $55,000 - $71,000.
• 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 and Holistic Wellbeing Programs.