Financial Advisory - Client Service Associate

Job description

Lead with Purpose. Partner with Impact. At Shelton Financial Group our multi-generational firm takes a team approach to addressing your biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning. What You’ll Do: - 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, a...