Delton Clay
Phoenix
Summary
Client-focused professional with a strong track record of supporting advisors and delivering exceptional service to clients. Experienced in finance, operations, sales, and CRM systems, with the ability to manage priorities, build relationships, and resolve challenges effectively. Known for reliability, organization, and a collaborative approach in fast-paced environments. Seeking to contribute to a team that values high-quality service, continuous improvement, and professional growth.
Overview
5
5
years of professional experience
Work History
Client Service Associate
Priority Financial Group
Phoenix
03.2024 - Current
- Assisted financial advisors with client service and operational tasks to enhance client satisfaction
- Process account applications, transfers, updates, and distributions
- Coordinated projects and prioritized advisor requests to ensure timely completion and service delivery
- Communicate with advisors, custodians, and internal teams to ensure timely service
Operations Administrator
Charles Schwab
Phoenix
06.2023 - 02.2024
- Resolved client inquiries on tax reporting, cost basis, securities operations to enhance client satisfaction
- Conducted research and collaborated with internal teams to provide precise solutions for client needs
- Built client relationships through effective communication and problem-solving
- Proactively identified and mitigated potential client issues to maintain service quality
Business Operations Associate
TEKsystems
Tempe
10.2022 - 04.2023
- Managed $3.5M–$4M in accounts receivable and client billing processes
- Processed invoicing, reconciled accounts, and resolved discrepancies
- Provided reporting and account analysis support to internal teams
- Conducted audits and implemented process improvements to ensure billing accuracy
Implementation Consultant
ADP
Tempe
03.2021 - 07.2022
- Consulted with clients to implement customized business solutions that addressed specific needs
- Managed client relationships and coordinated project timelines to ensure successful deliverables
- Analyzed processes and recommended targeted system improvements to enhance functionality
- Collaborated with cross-functional teams to deliver solutions
Education
Business Administration
Davenport University
Grand Rapids, MISkills
- Client relationship management
- Financial operations
- Account reconciliation
- Project coordination
- Process improvement
- Regulatory compliance
Timeline
Client Service Associate
Priority Financial Group
03.2024 - Current
Operations Administrator
Charles Schwab
06.2023 - 02.2024
Business Operations Associate
TEKsystems
10.2022 - 04.2023
Implementation Consultant
ADP
03.2021 - 07.2022
Business Administration
Davenport University