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Client Accounts & Operations Specialist

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: Carson Group
Full Time position Listed on 2026-11-15
Job specializations:
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR

Job Description & How to Apply Below

Carson Group in Omaha, Nebraska is seeking a detail-oriented professional to assist our team with opening and maintaining client accounts for financial advisors and the investing public. You will serve as a primary processor for new accounts, coordinate with custodians, and help ensure accuracy and timeliness in all tasks.

The role emphasizes collaboration, strong client service, and adherence to compliance standards.

We invite applications for the Client Accounts & Operations Specialist position located in Omaha, NE, United States.

This opportunity is part of our work in Management & Operations.

The advertised compensation is 40.000 - 60.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Client Accounts & Operations Specialist role in the description above.

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