Financial Advisory - Client Service Associate

Kestra Holdings • Fort Wayne, IN

13h

About The Position

At Shelton Financial Group, a multi-generational firm, the Client Service Associate plays a crucial role in supporting financial advisors and contributing to asset growth and firm success. This role involves meticulous tracking of business activities, maintaining client data, liaising with custodians and vendors, and representing the firm with professionalism. The position requires a strong emphasis on accuracy, organization, and excellent communication skills, working collaboratively within a team-oriented environment.

Requirements

• Bachelor’s degree or equivalent work experience.
• Experience working in financial services or investment management industry.
• Experience and comfort in using a range of technology, including CRM and broker dealer / custodial platforms
• Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word
• Excellent time management and organizational skills
• Strong problem-solving skills and a propensity for learning
• Highly adept at completing multiple, simultaneous tasks expeditiously and accurately with exceptional attention to detail
• Self-starter, with an ability to work both independently and as a team member
• Ability to interpret, adapt and apply with company’s policies and procedures
• Ability to communicate clearly and professionally through verbal and written correspondence
• Advanced Microsoft Excel skills required.

Nice To Haves

• Degree in a business-related field preferred
• Previous experience in a CSA-type role is preferred.

Responsibilities

• Track new and ongoing business activities, including models, fees, SWPs, special projects, and TOAs, with a strong emphasis on accuracy and organization.
• Maintain and update client and business data within third‑party platforms and internal systems.
• Partner closely with financial advisors and their support staff, delivering professional, knowledgeable, and trustworthy service to support asset growth and firm success.
• Liaise with custodians and financial institutions, fostering strong working relationships while holding partners accountable to high service standards.
• Collaborate with third‑party vendors, particularly software providers, to ensure effective solutions and reliable service.
• Represent the firm with professionalism and credibility in limited client interactions.
• Prepare and deliver timely, accurate reports covering multiple aspects of the firm’s operations.
• Demonstrate professionalism through appearance, communication, attitude, flexibility, accountability, discipline, transparency, and integrity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree