Operations Support Associate

Carson Group•Omaha, NE

About The Position

The Operations Support Associate assists team members in accurately opening and maintaining client accounts and provides timely, high-quality service to financial advisors and relationship managers. The role executes daily requests while monitoring ongoing project lists and managing multiple tasks with professionalism and care. Responsibilities include processing new accounts and account maintenance, coordinating with custodians to ensure accurate and timely completion, partnering with relationship managers on case requirements and follow-up, compiling materials for annual client reviews, attending team trainings and information-sharing meetings, and adhering to company and industry supervisory guidelines and policies. The associate also performs other duties as needed or assigned by leadership to support departmental and organizational objectives. The company describes its culture as fast-paced, collaborative, innovative, and focused on healthy living. Carson maintains a tobacco-free workplace and is an equal opportunity employer.

Requirements

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

Nice To Haves

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

Responsibilities

Serve as primary processor for new accounts and account maintenance.
Coordinate with custodians to ensure accurate, timely completion of account requests.
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.
Perform additional tasks and duties as needed or assigned by leadership to support departmental and organizational objectives.
Execute daily requests while monitoring ongoing project lists and managing multiple tasks with professionalism and care.