Financial Services Client Experience Representative

Shelton Capital Management is currently hiring a Client Experience Representative in our Denver office.  This job entails daily interaction with mutual fund shareholders, 401(k) plan participants, plan sponsors and Registered Investment Advisors.  As a Client Experience Representative you will be responsible for providing outstanding customer service by helping support our clients’ needs.  The successful candidate will be responsible for following procedures in order to service shareholders and 401k plans and plan participants with best in class client service.

This position is available for full-time and/or part-time candidates. We can provide a flexible work schedule for Part Time.

Key Responsibilities:

• Build collaborative relationships through inbound and outbound calls and emails with our clients
• Review correspondence for accuracy, assuring all documentation is complete
• Manage client transactions in a timely and accurate manner
• Support 401k plan participants with plan enrollment, education and ongoing account management
• Work with plan sponsors and service providers to implement conversions and/or onboard new 401k plans
• Facilitate timely resolution of client service issues
• Ensure high client service and satisfaction standards are met
• Assume additional duties as requested or assigned

The Skills You Bring:

• Self-starter with ability to prioritize and work in a fast-paced environment
• Clear and efficient communicator; both verbal and written skills
• Diligent and highly organized with strong attention to detail
• Ability to multitask and prioritize assignments
• Ability to take ownership, work independently and in a team environment
• Exemplifies highest level of professionalism and ethical standards
• Passion to deliver on our commitment to provide excellent client service
• Motivation to succeed and grow with our organization

At Shelton Capital Management, we combine the best traits of a large institutional firm—experience, sophistication, and a range of investment solutions—with the client–centric focus of an independent investment boutique.  Our team of seasoned investment experts and dedicated client service professionals are focused on meeting the needs of all who put their trust in us, including financial advisors, individual investors, and participants in company-sponsored retirement plans.

The best candidate will be interested in developing a broad set of industry skills in a way that is only possible in a small organization. We are seeking candidates who enjoy helping others, looking to grow with the company and assume new responsibilities as the company expands. This position offers the potential for career growth and advancement.

The position is based in downtown Denver, Colorado where Shelton’s primary offices are located.

Candidates with one or more years of experience in financial services client or customer service preferred.

The base salary is $50,000 – $55,000 annually consistent with education and work experience, coupled with healthcare, paid time off, a 401(k) plan with match and bonus potential.

To be considered for this position, you must complete an online pre-employment assessment that takes roughly 30 minutes.  A link will be sent to you shortly after you apply.  If you don’t receive this email, please check your junk folder.

If Interested, please apply here: https://www.linkedin.com/jobs/view/4255224722