Client & Advisor Operations Specialist
Carson Group
Carson Group in New York area seeks a detail-oriented professional to deliver ongoing client service and support to advisors and investors. You will prepare paperwork for new accounts, process transfers, and ensure accurate, timely account maintenance while safeguarding data integrity. In this role you will manage asset transfers, maintain complete client records across systems, and collaborate with leaders to meet deadlines. #J-18808-Ljbffr Carson Group
Vacancy posted 1 day ago
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