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Client-First Operations Associate - Financial Services
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-08-17
Listing for:
Carson Group
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Carson Group is seeking a dedicated professional to assist in opening and maintaining client accounts and to provide timely, high‑quality service to advisors and relationship managers. You will handle daily requests, coordinate with custodians, and support ongoing projects with precision.
The role emphasizes accuracy, client care, and collaboration; candidates should have a bachelor's degree in a related field, 1+ year in finance, and strong MS Office skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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