Client Services Associate Location: Remote (Work from Home) Travel: Occasional (Approx. 2 times/year for team planning/events) Job Type: Full-time About Us We are a boutique, high-growth Female Advisor Wealth Management firm (growing 25%+ year-over-year). We attribute our success to a simple formula: high technical competency, high-touch service, and absolute integrity. We don’t use gimmicks; we simply do great work for families who trust us. Our Culture: We are a small,