Client-Centric Ops & Relationship Leader
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-28
Listing for:
Carson Wealth
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Carson Wealth is seeking a professional to deliver exceptional client service and partner with advisors as the primary operational resource. You will support account openings, transfers, and maintenance with accuracy and timeliness, while ensuring compliance and data integrity across systems.
You will coordinate projects, drive process improvements, and mentor colleagues to foster growth and efficiency. A strong background in financial services and proficiency with advisor tools is essential.
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