Hybrid Wealth Client Services Associate
Shepherd Financial, LLC
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. #J-18808-Ljbffr Shepherd Financial, LLC
Vacancy posted 3 days ago
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