Wealth Client Experience Specialist

SHEPHERD FINANCIAL; New Albany (IN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid time off

Disability insurance

Flexible benefits

Job summary

Shepherd Financial is seeking a Client Service Associate to deliver a high-touch client experience alongside Wealth Advisors. You’ll help with onboarding, relationship management, account administration, and operational excellence across a collaborative team.

The role requires meticulous attention to detail, initiative, and the ability to manage multiple priorities in a fast-paced wealth management environment.

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.

Responsibilities

• Prepare and process new account paperwork, transfers, and custodial documentation.
• Coordinate onboarding workflows in Redtail CRM.
• Respond to client emails and phone calls within 24 hours.
• Process wires, ACH requests, transfers, RMDs, and other account maintenance items.
• Support reporting and improve client workflows.

Skills

Wealth management experience

CRM systems

Microsoft Office

Client communication

Education

Undergraduate degree

Tools

Redtail CRM

Docusign

Orion

Job description

Shepherd Financial is seeking a Client Service Associate to deliver a high-touch client experience alongside Wealth Advisors. You’ll help with onboarding, relationship management, account administration, and operational excellence across a collaborative team.

The role requires meticulous attention to detail, initiative, and the ability to manage multiple priorities in a fast-paced wealth management environment.