Client Accounts & Operations Specialist

Carson Group; Omaha (NE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

Paid time off

Parental leave

Sabbatical leave

Medical, dental, vision

Life and AD&D insurance

Disability insurance

Flexible spending accounts

Job summary

Carson Group in Omaha, Nebraska is seeking a detail-oriented professional to assist our team with opening and maintaining client accounts for financial advisors and the investing public. You will serve as a primary processor for new accounts, coordinate with custodians, and help ensure accuracy and timeliness in all tasks.

The role emphasizes collaboration, strong client service, and adherence to compliance standards.

Qualifications

• Bachelor's degree in business, accounting, finance or related field preferred or commensurate experience.
• Minimum of one year in the financial industry preferred.
• Proficiency with Word, Excel, and Outlook required.
• Knowledge of Orion and Salesforce is a plus.
• Excellent interpersonal and communication skills.
• Positive, team-oriented attitude.
• Strong service mindset and client care orientation.
• Excellent organization and time management.
• Ability to handle multiple tasks with precision.
• Analytical and research skills.
• Troubleshooting and problem-solving skills.
• High attention to detail.

Responsibilities

• Assist team members in opening and maintaining client accounts with accuracy.
• Coordinate with custodians and ensure timely account processing.
• Support relationship managers on case requirements and client reviews.
• Attend trainings and information-sharing meetings.
• Adhere to company and industry compliance guidelines.

Skills

Interpersonal skills

Communication skills

Team orientation

Time management

Multitasking

Analytical skills

Problem solving

Detail oriented

Office experience

Education

Bachelor's degree

Tools

Microsoft Word

Excel

Outlook

Orion

Salesforce

Job description

Carson Group in Omaha, Nebraska is seeking a detail-oriented professional to assist our team with opening and maintaining client accounts for financial advisors and the investing public. You will serve as a primary processor for new accounts, coordinate with custodians, and help ensure accuracy and timeliness in all tasks.

The role emphasizes collaboration, strong client service, and adherence to compliance standards.