Client Service Associate
Carson Wealth Management Group•Omaha, NE
396d
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About The Position
The Client Service Associate at Carson Group Holdings, LLC plays a crucial role in supporting financial advisors and ensuring that client accounts are accurately opened and maintained. This position focuses on delivering exceptional service to clients and internal stakeholders, managing multiple tasks efficiently, and contributing to the overall success of the team. The associate will coordinate projects, assist in training, and develop improved office procedures while adhering to company and industry guidelines.
