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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 Billing Service Specialist will research, resolve, and answer advisory billing-related questions from internal stakeholders of Carson as well as Partner Offices that Carson serves. This includes questions and research on AUM fees, financial planning fees, reject notifications, and other Carson fee-related questions and inquiries. The Billing Service Specialist must be able to work well under tight deadlines.
What To Expect
What You Need
Preferred Education and Experience
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, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
Full Time
Business Services
$54k-74k (estimate)
03/02/2024
05/01/2024
carsongroup.com
OMAHA, NE
200 - 500
2011
Private
RON CARSON
$50M - $200M
Business Services
Carson Group is a Nebraska-based firm that provides services such as marketing, investment strategies, succession planning and coaching for financial advisors and investors.