Remote Wealth Management Client Service Associate
Remote / Online - Candidates ideally in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-07-24
Carmel, Hamilton County, Indiana, 46033, USA
Listing for:
Shepherd Financial, LLC
Remote/Work from Home
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Shepherd Financial seeks a Client Service Associate to deliver high‑touch client experiences, supporting onboarding, ongoing relationship management, and account administration. The role partners with Wealth Advisors and requires attention to detail, responsiveness, and initiative in a collaborative team environment.
The CSA will manage onboarding workflows, client communications, and account maintenance with a focus on proactive service and efficient processes within a wealth management setting.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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