Client Services & Financial Planning Associate
The Mom Project
The Mom Project is seeking experienced professionals in Omaha, NE for future opportunities in client operations and financial planning. This role serves as a key point of contact for client service, managing communications and maintaining client records. Candidates will execute workflows across CRM systems and assist with financial planning and data management. Ideal for those thrives in fast-paced environments and seeks to support ongoing team operations. #J-18808-Ljbffr The Mom Project
Vacancy posted 21 hours ago
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