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Client-Focused Operations Associate – Financial Services
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-08-22
Listing for:
Carson Wealth
Full Time
position Listed on 2026-08-22
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Carson Wealth in Covington, KY is seeking an Account Specialist to assist team members in opening and maintaining client accounts, ensuring timely, high‑quality service to advisors and relationship managers. You will manage daily requests and monitor ongoing project lists with precision and care.
The role requires a Bachelor’s degree or commensurate experience, proficiency in Microsoft Office, and familiarity with advisor tools; strong organization and communication skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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