Client & Advisor Operations Specialist
Listed on 2026-10-14
-
Finance & Banking
Financial Advisor / Consultant
Carson Wealth is seeking a Client & Advisor Support professional in New York to deliver white-glove service via phone, email, and meetings, while ensuring accurate account setup and transfers. You will collaborate with custodians, maintain client data, and support advisors with timely, compliant operations.
The role emphasizes paperwork handling, asset transfers, and precise processing of money movements, with a focus on detail and excellent communication.
We invite applications for the Client & Advisor Operations Specialist position located in Town of Florida, NY, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Town of Florida, NY, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 55.000 - 58.000.
(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).