Destava

Client Service Associate - Wealth Management

Shepherd Financial is hiring for Client Service Associate - Wealth Management in Carmel, IN. Mid level. First seen November 5, 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
Carmel, IN, US
Level
Mid
First seen
November 5, 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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