Wealth Client Experience Associate

Shepherd Financial, LLC; Carmel (IN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid time off

401(k) match

Medical insurance

Dental and vision

Disability insurance

Life insurance

Professional accreditation support

Job summary

Shepherd Financial, LLC seeks a Client Service Associate to deliver high-touch onboarding, admin, and ongoing relationship support. You will partner with Wealth Advisors to manage client onboarding, documentation, and account administration, ensuring accurate records and timely responses.

The role requires attention to detail, collaboration, and the ability to handle multiple priorities in a fast-paced wealth management environment. A strong knowledge of Redtail CRM and MS Office is important.

Qualifications

• 3-5+ years of wealth management or independent RIA experience.
• Undergraduate degree preferred.
• Experience with custodians and account processing.
• Familiarity with Redtail CRM and Docusign (or similar).
• Strong MS Office skills (Word/Excel/PowerPoint).
• Understanding of investment account types and basic terminology.
• Excellent time management in a fast-paced environment.
• Willing to assist with additional advisor/client service tasks.

Responsibilities

• Client onboarding and account administration, including paperwork and funding.
• Facilitate alternative investments with documents and AML/KYC requests.
• Submit and monitor funds transfers and accounts.
• Maintain accurate digital client files and Redtail workflows.
• Coordinate onboarding workflows in Redtail CRM.
• Serve as a primary contact for client service requests.
• Schedule client appointments and outbound calls as needed.
• Respond to emails/phone calls within 24 hours.
• Process wires, ACH, transfers, and RMDs for accounts.
• Prepare materials for client review meetings.
• Know advisor/client preferences to tailor service delivery.
• Coordinate tax document delivery with clients and tax pros.
• Provide backup support across the service team.
• Identify opportunities to strengthen client relationships.

Skills

Wealth management experience

Redtail CRM

MS Office proficiency

Time management

Education

Undergraduate degree

Tools

Docusign

Orion portfolio system

Custodian systems

Job description

Shepherd Financial, LLC seeks a Client Service Associate to deliver high-touch onboarding, admin, and ongoing relationship support. You will partner with Wealth Advisors to manage client onboarding, documentation, and account administration, ensuring accurate records and timely responses.

The role requires attention to detail, collaboration, and the ability to handle multiple priorities in a fast-paced wealth management environment. A strong knowledge of Redtail CRM and MS Office is important.