Client Experience & Operations Associate
Carson Wealth
Carson Wealth in Maryland is seeking a client services coordinator to open new accounts, manage transfers, and support financial advisors. You will serve as the operational resource, ensure accuracy, and maintain compliance across client records and paperwork. The role requires a bachelor’s degree in business or finance, strong attention to detail, and proficiency with MS Office and CRM tools. You’ll coordinate tasks, prepare reports, and help deliver high-touch service to clients and advisors. #J-18808-Ljbffr Carson Wealth
Vacancy posted 4 days ago
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