Client Operations & Advisory Support

Neal A. McGrath, AIF®, Wealth Advisor; Pittsburgh (Allegheny County); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

PTO

Parental Leave

Wellbeing Programs

Job summary

Carson Wealth in Omaha-based network seeks a skilled Operations Specialist to support advisors and clients, opening new accounts, processing transfers, and maintaining accurate records. You will work closely with custodians, ensure compliance, and manage paperwork and money movements per requests.

Responsibilities include data integrity across systems, following guidelines, and contributing to process improvements to increase accuracy and efficiency in a fast-paced, collaborative environment.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of one year of experience in financial services or banking preferred.
• Knowledge of advisor office tools such as Orion, GoldMine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office (Word, Access, Excel, Outlook) required.
• Strong research, problem-solving, and time management skills.

Responsibilities

• Provide white-glove client and advisor support via phone, email, and meetings.
• Prepare and process paperwork for new accounts, transfers, and maintenance requests.
• Take ownership of asset transfers and ensure timely completion with documentation.
• Maintain accurate client information across firm databases and systems.
• Follow guidelines to achieve goals and track progress with team members.
• Assist in developing procedures to increase accuracy and streamline steps.

Skills

Client support

Account administration

Data management

Project coordination

Communication skills

Attention to detail

Education

Bachelor’s degree

Tools

Orion

GoldMine

Redtail

Salesforce

Microsoft Office

Job description

Carson Wealth in Omaha-based network seeks a skilled Operations Specialist to support advisors and clients, opening new accounts, processing transfers, and maintaining accurate records. You will work closely with custodians, ensure compliance, and manage paperwork and money movements per requests.

Responsibilities include data integrity across systems, following guidelines, and contributing to process improvements to increase accuracy and efficiency in a fast-paced, collaborative environment.