Client Relations & Operations Associate
Carson Group
Carson Group seeks a detail-oriented professional to support client and advisor services, handle account paperwork, and assist in financial planning data entry. You will maintain client records, ensure timely asset transfers, and contribute to workflow improvements. The role emphasizes accuracy, compliance, and strong communication across teams. Ideal candidates have a bachelor’s degree in business or finance, 1+ year in financial services, and proficiency with key office tools and CRM platforms #J-18808-Ljbffr Carson Group
Vacancy posted 4 days ago
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