Client Service Associate - Wealth Management
Shepherd Financial is hiring for Client Service Associate - Wealth Management in New Albany, IN. Mid level. First seen October 27, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Shepherd Financial
- Where
- New Albany, IN
- Level
- Mid
- First seen
- October 27, 2026
- Listed via
- Paylocity
What the posting says
This position requires strong attention to detail, ownership mentality, responsiveness, and a passion for serving clients at a high level. The ideal candidate thrives in a collaborative team environment while also taking initiative independently. Core Responsibilities Client Onboarding & Account Administration - Prepare and process new account paperwork, transfers, money movements, and custodial documentation. - Facilitate new alternative investments, including offering documents, subscription agreements, ongoing AML/KYC requests, etc., as required for assigned client relationships. - Submit…
Read more and apply on Shepherd Financial's site
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