Client Services & Financial Planning Associate
The Mom Project
The Mom Project is seeking a Client Operations & Financial Planning Associate to support wealth management and client services. This role involves maintaining client communications, ensuring excellent service delivery, and executing operational workflows. Ideal candidates will have experience in client-focused environments, capable of managing multiple priorities while ensuring accuracy. The position offers the chance to join a talent marketplace for future opportunities. #J-18808-Ljbffr The Mom Project
Vacancy posted 10 hours ago
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