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Client & Operations Associate
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-07-19
Listing for:
Carson Group
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Banking Operations
Job Description & How to Apply Below
Carson Group, based in Omaha but serving clients nationwide, seeks a detail-focused operations professional in Wisconsin to support client accounts and advisors. You’ll handle new accounts, transfers, and maintenance, ensuring accuracy and compliance while coordinating with custodians and internal teams.
The role emphasizes data integrity, process optimization, and multi-project management, with opportunities to contribute to continuous improvement across client service workflows.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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