This role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients. We are looking for a Senior Client Service Associate to support our clie