Client Success & Operations Associate
Listed on 2026-10-06
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Finance & Banking
Bookkeeper/ Accounting Clerk, Accounting & Finance -
Accounting
Bookkeeper/ Accounting Clerk, Accounting & Finance
Carson Group in Littleton, CO seeks a client service specialist to support financial advisors and investors. You will open new accounts, maintain existing accounts accurately and on time, and serve as the primary operational resource to ensure compliance and smooth processing across custodians.
The ideal candidate has a bachelor’s degree in business, accounting, or finance and 1–3 years in financial services, with strong communication, attention to detail, and the ability to manage multiple
This is a strong position to take on the Client Success & Operations Associate role at Carson Group.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Success & Operations Associate role in the description above.
We appreciate your interest in this position.
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