Advisor Services & Transitions Specialist

Carson Group; Omaha (NE); On-site; USD 60,000 - 70,000; Full time

Job summary

Carson Group is seeking a client-focused service professional to support financial advisor offices during transitions and ongoing operations. You will coordinate with custodians, manage inquiries, and ensure timely resolutions while guiding internal partners to deliver exceptional service.

The role emphasizes strong communication, problem solving, and project coordination across departments, with opportunities for professional growth in a collaborative, fast-paced environment in Omaha.

Qualifications

• Bachelor's degree in business, finance, economics, accounting, or related field.
• Minimum of two years in a service-related position.
• Minimum of three years in financial services industry.
• FINRA Series 7 and Series 66 or Series 65 licenses preferred but not required.
• Experience with advisor tools including Orion, Salesforce, Wealthscape, SAC, Goldman Sachs, eMoney, MoneyGuide, YCharts, iCapital, or similar systems.
• Proficiency with Microsoft 365 applications (Word, Access, Excel, PowerPoint, Outlook).
• Strong customer service, analytical, and communication skills.

Responsibilities

• Advisor Service and Support: serve as a primary contact for advisor offices from transition through ongoing support.
• Transition and Custodian Coordination: bridge service gaps and coordinate with custodians when needed.
• Case and Request Management: receive, document, manage, and track advisor requests and cases; coordinate follow-up through resolution.
• Internal Coordination and Team Support: delegate tasks and mentor team members; support professional development.
• Training and Knowledge Management: identify training needs and stay informed on developments and updates.
• Process and Service Improvement: help develop and improve operational processes; monitor quality and timeliness.
• Other Duties: perform additional tasks to support department objectives.

Skills

Customer service

Communication

Problem solving

Time management

Attention to detail

Education

Bachelor's degree in business administration/finance/economics/accounting or related field

Tools

Orion

Salesforce

Wealthscape

SAC

eMoney

MoneyGuide

YCharts

iCapital

Microsoft 365

Job description

Carson Group is seeking a client-focused service professional to support financial advisor offices during transitions and ongoing operations. You will coordinate with custodians, manage inquiries, and ensure timely resolutions while guiding internal partners to deliver exceptional service.

The role emphasizes strong communication, problem solving, and project coordination across departments, with opportunities for professional growth in a collaborative, fast-paced environment in Omaha.