About this role
Relationship and Operations Associate at Carson Group. Location: Blue Ash, Ohio, United States. Role: serve clients, maintain data, process accounts Requirements: Support advisors and clients; manage accounts; strong MS Office; detail oriented; project/time management; communication; growth mindset. Category: Business Operations Seniority: Mid Level Tools: Microsoft Office, MS Teams, Excel, Outlook, Salesforce, Zoom, Orion Commitment: Full Time Workplace: Onsite Languages: English