Operations Support Associate

Carson Wealth; Covington (KY); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

Paid time off (PTO)

Parental Leave

Life and AD&D Insurance

Job summary

Carson Wealth in Covington, KY is seeking an Account Specialist to assist team members in opening and maintaining client accounts, ensuring timely, high‑quality service to advisors and relationship managers. You will manage daily requests and monitor ongoing project lists with precision and care.

The role requires a Bachelor’s degree or commensurate experience, proficiency in Microsoft Office, and familiarity with advisor tools; strong organization and communication skills are essential.

Qualifications

• Bachelor’s degree in business administration, accounting, finance, or related field preferred.
• Minimum of one year of experience in the financial industry preferred.
• Proficiency with Microsoft Word, Excel, and Outlook required.
• Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred.
• Excellent interpersonal and communication skills required.
• Positive, team‑oriented attitude required.
• Strong service mindset and client care orientation required.
• Excellent organization and time management skills required.
• Ability to handle multiple tasks with precision required.
• Analytical and research skills required.
• Troubleshooting and problem‑solving skills required.
• High attention to detail required.
• Experience in a professional office environment preferred.

Responsibilities

• Account Processing & Maintenance: Serve as primary processor for new accounts and account maintenance. Coordinate with custodians and ensure accurate, timely completion.
• Advisor Support & Coordination: Partner with relationship managers on case requirements and follow‑up. Compile materials for annual client reviews. Attend team trainings and information‑sharing meetings.
• Compliance & Standards: Adhere to company and industry supervisory guidelines and policies. Support other duties as assigned.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Skills

Interpersonal skills

Communication

Attention to detail

Time management

Problem solving

Multitasking

Team oriented

Education

Bachelor’s degree in business administration, accounting, finance

Tools

Microsoft Word

Microsoft Excel

Outlook

Orion

Salesforce

Job description

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Assist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers. Execute daily requests while continuing to monitor ongoing project lists. Manage multiple tasks with professionalism and care to exceed expectations.

What To Expect

• Account Processing & Maintenance: Serve as primary processor for new accounts and account maintenance. Coordinate with custodians and ensure accurate, timely completion.
• Advisor Support & Coordination: Partner with relationship managers on case requirements and follow‑up. Compile materials for annual client reviews. Attend team trainings and information‑sharing meetings.
• Compliance & Standards: Adhere to company and industry supervisory guidelines and policies. Support other duties as assigned.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred.
• Minimum of one year of experience in the financial industry preferred.
• Proficiency with Microsoft Word, Excel, and Outlook required.
• Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred.
• Excellent interpersonal and communication skills required.
• Positive, team‑oriented attitude required.
• Strong service mindset and client care orientation required.
• Excellent organization and time management skills required.
• Ability to handle multiple tasks with precision required.
• Analytical and research skills required.
• Troubleshooting and problem‑solving skills required.
• High attention to detail required.
• Experience in a professional office environment preferred.

EEO Statement

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast‑paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco‑free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $52,500 - 60,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.