Carson Group · 1 day ago
Operations Support Associate
Omaha, NE 68154, USA
Full-time
Onsite
Entry Level
$55K/yr - $71K/yr
1+ years expCarson Group is dedicated to putting clients first and providing value in financial advice. The Operations Support Associate plays a crucial role in assisting team members with client account management and ensuring high-quality service to advisors and relationship managers.
EducationFinanceProfessional ServicesMarketingAdviceFinancial Services
Responsibilities
Serve as primary processor for new accounts and account maintenance
Coordinate with custodians and ensure accurate, timely completion
Partner with relationship managers on case requirements and follow‑up
Compile materials for annual client reviews
Attend team trainings and information‑sharing meetings
Adhere to company and industry supervisory guidelines and policies
Support other duties as assigned
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Qualification
Required
Proficiency with Microsoft Word, Excel, and Outlook required
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
Preferred
Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred
Experience in a professional office environment preferred
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
Benefits
401(k) plus matching
Health benefits
PTO
Parental Leave
Sabbatical Leave
Medical
Dental
Vision
Health Savings Accounts
Flexible Spending Accounts
Life and AD&D Insurance
Short and Long-Term Disability
Work/Life Benefits
Holistic Wellbeing Programs
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
2026-02-03
2026-01-17
Company data provided by crunchbase