Relationship & Operations Lead for Financial Services

Carson Wealth; Omaha (NE); On-site; USD 65,000 - 78,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Parental Leave

Sabbatical Leave

Flexible Spending Accounts

Job summary

Carson Wealth in Omaha, NE seeks an experienced Client & Advisor Support Specialist to deliver white-glove service, manage accounts, and coordinate projects across the office. You will be the primary operational resource for advisors, ensuring accurate processing and timely responses, while upholding compliance standards.

Joining a fast-paced, collaborative environment, you'll lead training, drive process improvements, and support data integrity across systems to enhance client experiences and

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of five years of experience in financial services or banking industry required.
• Knowledge of advisor office tools (Orion, Goldmine, Redtail, Salesforce) preferred.

Responsibilities

• Provide white-glove service to advisors and clients with proactive communication.
• Act as primary contact for custodians to ensure smooth account processing.
• Process new accounts, transfers, and maintenance requests with accuracy and timeliness.
• Coordinate projects, training, and process improvements to increase accuracy.
• Lead training sessions and mentor teammates in operational areas.
• Research and resolve operational challenges to drive efficiency.

Skills

Project management

Time management

Communication skills

Detail oriented

Problem solving

Research skills

Education

Bachelor's degree in Business Administration / Accounting / Finance

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office

Job description

Carson Wealth in Omaha, NE seeks an experienced Client & Advisor Support Specialist to deliver white-glove service, manage accounts, and coordinate projects across the office. You will be the primary operational resource for advisors, ensuring accurate processing and timely responses, while upholding compliance standards.

Joining a fast-paced, collaborative environment, you'll lead training, drive process improvements, and support data integrity across systems to enhance client experiences and