Who We Are
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. Its 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
The role of the Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to open new accounts and perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.
Essential Job Functions
Primary processor of new accounts and account maintenance requests from all CWM Advisors
Professionally provides primary point contact with our custodians
Service client needs and requirements as determined through Client Service Manager coordination
Assist in developing annual client review materials
Maintain accurate and complete client information in the database
Interact with Client Service Manager team on all case requirements and follow up
Develop and maintain written procedures of all activities
Attend all training and information sharing meetings scheduled for the Service team
Adhere to all company and industry supervisory guidelines and policies
Other duties as assigned
Knowledge, Skills, and Abilities
Knowledge of Financial Advisor office tools (i.e. Orion, SalesForce, etc.) preferred
Knowledge of Microsoft Office, including Word, Excel, and Outlook required
Excellent interpersonal & communication skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
Excellent organizational and time management skills
Ability to handle multiple tasks with precision
Analytical and research skills
Ability to troubleshoot and problem solve
Desire to provide the highest quality of service
High level of attention to detail
Preferred Education and Experience
Bachelors degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
Experience working in a professional office environment preferred
3 years of experience in the financial industry preferred
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, motivational and focused on healthy living. Smokers need not apply.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.