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Client Success & Operations Manager
Job in
Palatine, Cook County, Illinois, 60251, USA
Listed on 2026-07-30
Listing for:
Carson Wealth
Full Time
position Listed on 2026-07-30
Job specializations:
-
Business
Operations Management
Job Description & How to Apply Below
Carson Wealth in Palatine, IL, seeks an organized operations professional to deliver white‑glove client service and support advisors. You will manage accounts, ensure accurate processing, and maintain client data to support smooth office operations.
The role requires a Bachelor’s degree and at least five years in financial services, with strong communication and project management skills to drive process improvements and maintain high standards.
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