Client Service Associate

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. 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

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.

What To Expect

• Primary processor of new accounts and account maintenance requests from all CWM Advisors
• Professionally provides as the 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

What You Need

• 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 organiz