Advisor Services & Transitions Specialist

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

Benefits offered by this job

401(k) with company match

Health benefits

PTO

Parental Leave

Sabbatical Leave

Wellbeing programs

Job summary

Carson Wealth in Omaha, NE is seeking a client-focused Advisor Services & Support specialist to join our transitions and partnerships team. You will be the frontline contact for advisor offices, coordinating requests and guiding service issues to resolution.

You will work cross-functionally with internal partners and custodians, train staff, and help improve processes while maintaining high service quality and timely delivery.

Qualifications

• Minimum two years in a service-related position.
• Minimum three years of financial services industry experience.
• FINRA Series 7 and Series 66 or 65 preferred but not required.
• Experience with advisor office tools (Orion, Salesforce, Wealthscape, SAC, Goldman Sachs, eMoney, MoneyGuide, YCharts, iCapital) preferred.

Responsibilities

• Serve as a primary contact for advisor offices from the earliest stages of transition through ongoing support.
• Coordinate with Transitions team to bridge service and operational gaps and manage scope.
• Provide front-line support for multiple departments, directing requests to appropriate resources.
• Document, manage, and track advisor requests and cases; follow up through resolution.
• Mentor Service Associates and support their professional development.
• Identify training needs and participate in ongoing training to stay current on systems and processes.

Skills

Customer service

Communication

Problem solving

Attention to detail

Project coordination

Education

Bachelor's degree in business/finance/economics/accounting

Tools

Orion

Salesforce

Wealthscape

SAC

Goldman Sachs tools

eMoney

MoneyGuide

YCharts

iCapital

Job description

Carson Wealth in Omaha, NE is seeking a client-focused Advisor Services & Support specialist to join our transitions and partnerships team. You will be the frontline contact for advisor offices, coordinating requests and guiding service issues to resolution.

You will work cross-functionally with internal partners and custodians, train staff, and help improve processes while maintaining high service quality and timely delivery.