×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Services Financial Advisor Wealth Management

Wealth Management Client Experience Associate

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Shepherd Financial
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search