Wealth Management Client Experience Associate
Shepherd Financial LLC
Shepherd Financial is looking for a Client Service Associate in Carmel, Indiana. This role involves delivering top-tier client service, managing client onboarding processes, and supporting Wealth Advisors. The ideal candidate has 3-5 years of experience in wealth management, proficiency in Redtail CRM, and strong attention to detail. Compensation includes salary plus incentives, performance bonuses, and comprehensive benefits including paid time off, 401(k) match, and health insurance. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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