Client & Operations Associate
Listed on 2026-11-04
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Carson Group seeks a detail-oriented operations assistant in Leawood, KS to support client and advisor interactions, open and maintain accounts, and manage documentation with accuracy. You’ll coordinate front‑office tasks, data entry, and compliance‑driven processes to ensure smooth daily operations.
The role emphasizes collaboration with advisors, efficient workflow management, and ongoing professional growth within a trusted financial services firm.
The Client Experience & Operations Associate role at Carson Group is now open for applications in Leawood, KS, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Experience & Operations Associate role in the description above.
We appreciate your interest in this position.
Join Carson Group and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).