Carson Institutional Alliance Client Service Associate
Carson Institutional Alliance, a division of CWM LLC, enables a select community of Financial Advisor Partners, known as Alliance and Strategy Partners, to leverage the Carson organization’s deep knowledge, innovative investment strategies, scale and operational efficiency to provide their affluent investors with highly transparent investment strategies.
Carson Institutional’s mission is to: Revolutionize the client wealth experience. To accomplish this and make a true impact for both advisors and consumers, we are looking for select, hard-working, dedicated individuals looking to make an impact in the advisory community.
Summary
The role of the Client Service Associate is to plan, execute, and finalize advisor transitions to the Client Experience Optimizer System (CEO) and also provide on-going service and support by providing service that exceeds expectations. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to achieve a successful transition to CEO, and then provide on-going service, training, and direction to ensure all requests are executed timely. Coordination of projects, training of office staff, and on-going development of improved office procedures is required. Regular daily review of accounts values and transactions is also required. The Client Service Associate must be able to manage multiple projects and will be responsible for each project’s objectives and oversee quality control.
Responsibilities
Field of Experience
Administrative/Technical Skills
Benefits
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. The position is based in our very professional West Omaha office location. 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.
Carson Institutional’s mission is to: Revolutionize the client wealth experience. To accomplish this and make a true impact for both advisors and consumers, we are looking for select, hard-working, dedicated individuals looking to make an impact in the advisory community.
Summary
The role of the Client Service Associate is to plan, execute, and finalize advisor transitions to the Client Experience Optimizer System (CEO) and also provide on-going service and support by providing service that exceeds expectations. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to achieve a successful transition to CEO, and then provide on-going service, training, and direction to ensure all requests are executed timely. Coordination of projects, training of office staff, and on-going development of improved office procedures is required. Regular daily review of accounts values and transactions is also required. The Client Service Associate must be able to manage multiple projects and will be responsible for each project’s objectives and oversee quality control.
Responsibilities
- Direct and manage project development from beginning to end.
- Define project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders.
- Effectively communicate project expectations to team members and management in a timely and clear fashion.
- Be the lead contact for Carson Institutional offices during the transition to CEO and after the transition is complete.
- Develop full-scale project plans and associated communications documents to train the offices on how to best utilize the CEO system.
- Participate in weekly calls with Carson Institutional offices to train on the CEO system.
- Set and continually manage project expectations with team members and management.
- Delegate tasks and responsibilities to appropriate team members as needed.
- Be an active participant on the CEO development team to help build out processes and training for the Carson Institutional clients.
- Daily reconciliation review
Field of Experience
- 3 years of experience in the financial industry required
- Knowledge of Financial Advisor office tools (i.e. Orion, eMoney, SalesForce, etc) preferred
- Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
Administrative/Technical Skills
- Analytical and research skills
- Attention to details
- Compile statistics and reports
- Planning and organizational skills
- Project and time management skills
- Manage multiple projects with precision
- Written and verbal communication skills
- Occasional Travel
Benefits
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. The position is based in our very professional West Omaha office location. 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.