Hybrid Wealth Client Services Associate

Shepherd Financial, LLC; New Albany (IN); Ibrido; USD 45.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid time off

401(k) match

Medical insurance

Professional development

Descrizione del lavoro

Shepherd Financial, LLC in Carmel, Indiana, is seeking a Client Service Associate to deliver high-touch client experiences. You will support Wealth Advisors with onboarding, relationship management, account administration, and operational excellence.

The ideal candidate has strong attention to detail, a collaborative mindset, and can take initiative both within a team and independently, while handling multiple priorities in a fast-paced environment.

Competenze

• 3-5+ years of experience in wealth management, financial services, or an independent RIA.
• Undergraduate degree preferred.
• Experience with custodians and account processing.
• Familiarity with Redtail CRM and Docusign (or similar systems).
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Understanding of investment account types and basic financial terminology.
• Excellent time management skills and ability to manage multiple priorities.
• Willingness to assist with other advisor/client service-related tasks.

Mansioni

• Prepare and process new account paperwork, transfers, money movements, and custodial documentation.
• Facilitate new alternative investments, including offering documents, subscription agreements, ongoing AML/KYC requests, etc., as required for assigned client relationships.
• Submit and monitor account funding and transfers.
• Maintain accurate digital client files and documentation.
• Coordinate onboarding workflows in Redtail CRM.
• Serve as a key point of contact for client service requests.
• Schedule client appointments on behalf of assigned advisors, including outbound calls to clients as needed.
• Respond to client emails and phone calls within 24 hours.
• Process wires, ACH requests, transfers, RMDs, and other account maintenance items.
• Prepare materials before and after client review meetings.
• Develop a working knowledge of each advisor and client’s preferences, adjusting service delivery accordingly.
• Communicate with clients regarding tax document delivery and coordinate with tax professionals, as requested.
• Provide backup support across the client service team, ensuring business continuity.
• Identify opportunities to enhance client relationships and retention.

Conoscenze

Wealth management

Client service

Time management

Prioritization

Formazione

Undergraduate degree

Strumenti

Redtail CRM

Docusign

Microsoft Office

Descrizione del lavoro

Shepherd Financial, LLC in Carmel, Indiana, is seeking a Client Service Associate to deliver high-touch client experiences. You will support Wealth Advisors with onboarding, relationship management, account administration, and operational excellence.

The ideal candidate has strong attention to detail, a collaborative mindset, and can take initiative both within a team and independently, while handling multiple priorities in a fast-paced environment.