Part Time Financial Services Client Experience Representative

Shelton Capital Management is currently hiring a part time 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 plan participants in the best way.

This position is available for part-time candidates only and does not allow for remote work. We can provide a flexible work schedule.

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

Part Time applicants that meet the minimum standards can expect an hourly rate of $18.00 - $22.00. Ideal candidates are available to work between 15 and 20 hours a week. We can provide a flexible work schedule.

Shelton Capital Management

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Financial Services Client Experience Representative