OUR FRACTIONAL CSAs

Get to know the experienced team of Fractional Client Service Associates who support fee-only advisors with proactive, reliable, and process-driven service—so you can focus on what matters most: your clients.

Katie King

Katie is a Fractional CSA with a strong foundation in financial services and a background as a Virtual Assistant for financial advisors and a Private Banking Specialist. Drawing on experience in high-touch client service, Katie has developed a keen attention to detail, exceptional organizational skills, and a deep understanding of financial products and processes.

In her role as a Private Banking Specialist, Katie supported high-net-worth clients by managing complex financial needs and providing tailored solutions. Transitioning into her role as a Fractional CSA, Katie combines her administrative expertise with a passion for financial planning to assist advisers in delivering well-structured, comprehensive service. With a commitment to continued professional growth, Katie is excited to contribute to the financial planning process and support clients in achieving their long-term financial goals.

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Stephanie Ondesko

Stephanie is an experienced operations professional in the financial industry, specializing in accuracy, efficiency, and high-quality client service. Before transitioning to financial services in 2021, she spent seven years in the cargo aviation industry, focusing on administrative operations and publications management. Her background has given her a sharp eye for detail, strong organizational skills, and a commitment to meeting deadlines with precision.

As a Fractional CSA, Stephanie oversees key business functions, ensures seamless processes, and supports advisors in providing exceptional service. She takes great pride in working closely with clients, ensuring their needs are met with professionalism and care. Her dedication to efficiency and accuracy allows her to help firms maintain the highest level of service and support.

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WHO & HOW WE HIRE

We hire slowly with intention, not reaction.

Prospective Fractional CSAs must undergo a background check and possess a professional history in financial services, specifically at Schwab or Altruist. They are required to complete an initial proficiency test designed to assess their critical thinking skills & resourcefulness, crucial attributes for a valuable CSA.

Following this, they go through our exclusive web-based training platform, which includes comprehension assessments to ensure proficiency in personal finance concepts, common fintech tools, and custodian paperwork.

Throughout this training, they shadow an experienced Fractional CSA, gaining hands-on experience with real-life scenarios and refining their ability to think critically in relation to the advisor's practice and anticipate the needs of both advisors and clients.

Apply to Become part of the Village!

You are one step closer to joining our team of high-impact operational partners. If you're ready to position our clients and yourself for long-term success, Village Financial Services wants to hear from you!

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