Clayton Horn
Bedford,TX
Summary
Finance professional with experience in financial operations and client service within the retirement planning industry. Strong understanding of operational processes and client needs, with extensive experience working closely with financial advisors and gaining insight into financial planning and relationship management.
Overview
4
4
years of professional experience
Work History
Client Operations Specialist
RetireSimply
Southlake, TX
12.2025 - Current
- Led end-to-end client onboarding, coordinating account openings, transfers, and funding to ensure seamless integration for clients, advisors, Fidelity, and insurance carriers.
- Managed account openings, distributions, beneficiary updates, RMDs, and annuity applications for existing clients, ensuring accurate and timely account maintenance.
- Maintained Salesforce onboarding pipelines and monitored asset transfers, providing proactive updates to clients for enhanced communication.
- Developed Operations Calls and standardized client communication through routine calls and email templates.
Client Service Associate - International
Fisher Investments
Plano, USA
08.2024 - 12.2025
- Facilitate the successful transfer of client funds by coordinating directly with ceding schemes and external financial institutions.
- Liaised between clients and internal departments—financial advisors, operations, and compliance—to ensure clear communication and seamless service delivery.
- Supported international clients by managing administrative and investment-related processes with precision and efficiency.
- Maintain client accounts for accuracy and compliance with internal and regulatory standards.
- Provide high-quality client support through timely responses, personalized service, and proactive problem-solving.
Internship
Molene Star Properties, LLC
Austin, USA
05.2022 - 08.2023
- Conducted custom financial analyses for multi-unit residential real estate business, including mobile home park, rental homes, and raw land development.
- Ran cash flow analyses to assess the feasibility of property acquisitions given various financing terms.
- Produced market reports on rental rates across sub-markets in local area.
- Collaborated with HUD and lien holders to resolve title issues on mobile homes.
Education
Master of Science - Finance
Texas Tech University
Lubbock, TX05-2024
Bachelor of Business Administration - Finance
Texas Tech University
Lubbock, TX05-2023
Skills
- Client onboarding
- Account management
- Salesforce management
- Customer relationship management
- Operational efficiency
- Process improvement
- Data analysis
- Regulatory compliance
Timeline
Client Operations Specialist
RetireSimply
12.2025 - Current
Client Service Associate - International
Fisher Investments
08.2024 - 12.2025
Internship
Molene Star Properties, LLC
05.2022 - 08.2023
Master of Science - Finance
Texas Tech University
Bachelor of Business Administration - Finance
Texas Tech University