Client Experience & Operations Associate

Carson Group, based in Omaha but serving clients nationwide, seeks a detail-focused operations professional in Wisconsin to support client accounts and advisors. You'll handle new accounts, transfers, and maintenance, ensuring accuracy and compliance while coordinating with custodians and internal teams. The role emphasizes data integrity, process optimization, and multi-project management, with opportunities to contribute to continuous improvement across client service workflows. J-18808-Ljbffr