Client Relations Representative

Hamilton Capital • Columbus, OH

2d

About The Position

Hamilton Capital is seeking a dynamic professional to add to our Client Relations team. A Client Relations Representative delivers outstanding client service as a key contact for new and existing clients and by facilitating account administration needs. This team member helps foster life-long relationships with clients through their genuine care, strong communication, and reliable, organized work. A successful Client Relations Representative is driven by details, accuracy, and execution just as much as providing outstanding service to our clients.

Requirements

• Bachelor's or Associate's Degree, or equivalent work experience, required.
• Experience providing outstanding client service, with previous industry experience preferred.
• High level of accuracy, passion for details, and ability to multi-task in a fast-paced environment.
• Outstanding communication, analytical, and organizational skills.
• Proficiency with Microsoft Office suite and aptitude to learn specialized software programs.

Nice To Haves

• Experience providing outstanding client service, with previous industry experience preferred.

Responsibilities

• Proudly lives and embodies the Hamilton Capital Brand as a primary member of the client team.
• Builds deeply connected and trusted relationships with clients and teammates as the foundation of critical account work that results in extraordinary outcomes.
• Serves as subject matter expert in all aspects of the client account administration with a keen focus on innovating processes and procedures that improve client and teammate experiences.
• Establishes new accounts and facilitates account transfers from various custodians
• Processes and tracks account contributions and distributions
• Masters CRM functions and capabilities
• Maintains proper records of client work and information
• Self-motivated and excited to go above and beyond to assist with internal and external needs in alignment with our commitment to delivering and serving with excellence.
• Anticipates potential issues, opportunities, or areas of efficiency to ensure the Hamilton Capital brand and ideal client experience shines through with every interaction.
• Thoughtful communicator who is energized by collaborative and cross-functional communication and teamwork.
• Acts as a liaison between firm members, clients, and custodians
• Prepares organized and well-written correspondence to clients, firm members, custodians and other contacts
• Energized by an innovative and dynamic work environment and comfortable when work requires consistency and routine.
• Shares team's responsibility to cover scheduled and unscheduled front office duties, as needed.
• Performs other related duties to support overall team excellence and results.

Benefits

• Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
• Thought leadership and innovative thinking are valued and rewarded
• Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
• Individual and Team Incentive Plans
• Complimentary investment management and financial planning services

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 51-100 employees