Client Experience & Ops Lead (Financial Services)

Posted 9 days ago

carson groupPalatine (IL)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Carson Group is seeking a detail‑oriented operations professional to support financial advisors and clients with white-glove service, accurate account processing, and data integrity. You will coordinate projects, implement improved processes, and mentor teammates to strengthen the firm’s operational excellence. The role emphasizes multi‑project management, strong communication, and a commitment to professional growth within a fast‑paced, collaborative environment.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.