Client Experience & Operations Leader
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-23
Listing for:
Carson Group
Full Time
position Listed on 2026-08-23
Job specializations:
-
Business
Client Relationship Management, Operations Management
Job Description & How to Apply Below
Carson Group seeks a results-driven operations professional to deliver exceptional client service and support to financial advisors and investors. You will partner with advisors as the primary operational resource, ensuring accurate account setup and maintenance while coordinating projects and process improvements.
Responsibilities include managing multiple projects with precision, training and mentoring team members, and driving continuous improvements with strong communication and
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