Operations Support Associate - Omaha - Carson Group

    Carson Group
    Carson Group Omaha

    1 day ago

    $38,000 - $55,000 (USD) per year *
    Description
    Operations Support Associate

    We put the client first in an increasingly complex world where people are starving for someone they can trust. We do well by doing good and provide value beyond a doubt. Our time will either expose us or promote us based on our willingness to change.

    We serve financial advisors and investors through three entities, each headquartered in Omaha: Carson Wealth, Carson Coaching and Carson Partners. Our mission is to be the most trusted in financial advice.

    The Operations Support Associate assists team members with accurate account opening and maintenance while providing timely high-quality service to advisors and relationship managers. They execute daily requests while monitoring ongoing project lists, managing multiple tasks professionally and exceeding expectations.

    Key Responsibilities:
    • Account Processing & Maintenance: Primary processor of new accounts ensuring accurate completion.
    • Advisor Support & Coordination: Partner with relationship managers on case requirements following up regularly.
    • Compliance & Standards: Adhere to company policies supporting duties as assigned.

    Requirements:,You need:
    * This salary range is an estimation made by beBee
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