Client Success & Operations Lead
Listed on 2026-10-06
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Customer Service/HelpDesk
Client Relationship Management
Carson Wealth is seeking an Hourly Relationship and Operations Manager to deliver exceptional client service and support for advisors and clients in Irvine, CA. You will manage account processing, data integrity, and project coordination to ensure accurate, timely operations.
The role emphasizes training, mentorship, continuous improvement, and cross-functional collaboration, with on-site requirements and a base salary plus bonus potential in a fast-paced financial services environment.
The following role is for a Client Success & Operations Lead with Carson Wealth.
This role, Client Success & Operations Lead at Carson Wealth, could be your next opportunity.
Are you ready to take on the Client Success & Operations Lead role at Carson Wealth?
We would love to welcome a new Client Success & Operations Lead to our group in Irvine, CA, United States.
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