Wealth Planning & Client Operations Associate
The Mom Project
The Mom Project is looking for a Client Operations & Financial Planning Associate to enhance client service and operational support in wealth management. The successful candidate will coordinate communications, maintain accurate records, and assist with workflow and document management. This role is critical in delivering a responsive client experience and requires strong organizational skills and the ability to thrive in a fast-paced environment. Future opportunities may include positions with various firms seeking operational and planning support professionals. #J-18808-Ljbffr The Mom Project
Vacancy posted 2 days ago
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