Remote Wealth Management Client Service Associate

Shepherd Financial, LLC; Carmel (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Paid time off

Dental insurance

Vision insurance

Life insurance

Disability insurance

Professional development support

Job summary

Shepherd Financial seeks a Client Service Associate to deliver high‑touch client experiences, supporting onboarding, ongoing relationship management, and account administration. The role partners with Wealth Advisors and requires attention to detail, responsiveness, and initiative in a collaborative team environment.

The CSA will manage onboarding workflows, client communications, and account maintenance with a focus on proactive service and efficient processes within a wealth management setting.

Qualifications

• 3‑5+ years of experience in wealth management, financial services, or an independent RIA environment.
• 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).

Responsibilities

• Prepare and process new account paperwork, transfers, money movements, and custodial documentation.
• 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.
• Identify opportunities to enhance client relationships and retention.
• Maintain accurate and comprehensive client records in Redtail.
• Document all client interactions within 24 hours.
• Initiate and complete follow‑up workflows within established timelines.
• Collaborate with advisors to ensure proactive service and follow‑through.
• Support reporting through Orion or a similar portfolio system.
• Continuously improve internal processes and client workflows.

Skills

Wealth management experience

Custodian experience

Redtail CRM

Docusign

Microsoft Office

Time management

Education

Undergraduate degree preferred

Tools

Redtail CRM

Docusign

Orion or similar portfolio system

Microsoft Office

Job description

Shepherd Financial seeks a Client Service Associate to deliver high‑touch client experiences, supporting onboarding, ongoing relationship management, and account administration. The role partners with Wealth Advisors and requires attention to detail, responsiveness, and initiative in a collaborative team environment.

The CSA will manage onboarding workflows, client communications, and account maintenance with a focus on proactive service and efficient processes within a wealth management setting.