Wealth Client Experience Associate - Onboarding & CRM

SHEPHERD FINANCIAL; Carmel (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Salary plus revenue sharing program

Discretionary year-end bonus

Paid time off (Holidays, PTO, etc.)

401(k) match and medical, term life, &

Disability insurance

Dental, vision, voluntary life, etc.

Professional accreditation/license fee

Continuing education support

Job summary

Shepherd Financial in Carmel, IN seeks a Client Service Associate to partner with Wealth Advisors, support client onboarding, account administration, and seamless service. This role emphasizes accuracy, ownership, responsiveness, and a collaborative team approach.

You will manage onboarding workflows in Redtail CRM, respond to client inquiries within 24 hours, and help maintain accurate records while ensuring a high level of client experience.

Qualifications

• 3–5+ years of experience in wealth management or financial services.
• Undergraduate degree preferred.
• Familiarity with custodians and account processing.
• Proficiency 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 with multiple priorities.

Responsibilities

• Onboard new accounts and assist with transfers.
• Maintain client files and document interactions in CRM.
• Schedule client meetings and respond to emails within 24 hours.
• Process wires, ACHs, transfers, and RMDs.
• Support reporting and maintain operational workflows.

Skills

Wealth management exp

Time management

Prioritization

Multitasking

Client service mindset

Education

Undergraduate degree

Tools

Redtail CRM

Docusign

Microsoft Office

Job description

Shepherd Financial in Carmel, IN seeks a Client Service Associate to partner with Wealth Advisors, support client onboarding, account administration, and seamless service. This role emphasizes accuracy, ownership, responsiveness, and a collaborative team approach.

You will manage onboarding workflows in Redtail CRM, respond to client inquiries within 24 hours, and help maintain accurate records while ensuring a high level of client experience.