Unknown Company

Client Experience & Settlement Planning Lead

newport beach, ca • Posted 2 weeks ago
Onsite Full Time Audit

Kaas Settlement Consulting in Newport Beach, California, is seeking a compassionate and proactive Settlement Planning Case Manager. This role focuses on guiding clients through the settlement planning process from engagement to implementation.

The ideal candidate excels at managing multiple cases while ensuring clients feel supported and informed throughout. Strong organizational and communication skills are essential for success in this position.

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Client Experience & Settlement Planning Lead in newport beach at Unknown Company

This position is listed as full time and onsite.

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