Operations Support Associate

Carson Group•Covington, KY

7d•Onsite

About The Position

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. Assist team members in accurately opening and maintaining client accounts while providing timely, high-quality service to advisors and relationship managers. Execute daily requests while continuing to monitor ongoing project lists. Manage multiple tasks with professionalism and care to exceed expectations.

Requirements

Proficiency with Microsoft Word, Excel, and Outlook required.
Excellent interpersonal and communication skills required.
Positive, team-oriented attitude required.
Strong service mindset and client care orientation required.
Excellent organization and time management skills required.
Ability to handle multiple tasks with precision required.
Analytical and research skills required.
Troubleshooting and problem-solving skills required.
High attention to detail required.

Nice To Haves

Bachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred.
Minimum of one year of experience in the financial industry preferred.
Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred.
Experience in a professional office environment preferred.

Responsibilities

Serve as primary processor for new accounts and account maintenance.
Coordinate with custodians and ensure accurate, timely completion.
Partner with relationship managers on case requirements and follow-up.
Compile materials for annual client reviews.
Attend team trainings and information-sharing meetings.
Adhere to company and industry supervisory guidelines and policies.
Support other duties as assigned.
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.