Financial Advisory - Client Service Associate

Kestra • Fort Wayne, IN

1d • Onsite

About The Position

At Shelton Financial Group, a multi-generational firm, we take a team approach to addressing significant financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of long-standing team members. This role is crucial in supporting asset growth and firm success through meticulous tracking of business activities, maintaining client data, and liaising with custodians and vendors.

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
• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

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 (advanced Microsoft Excel skills required).
• 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.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

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