Client Relationship Specialist

7 days ago


Columbus, Ohio, United States Hamilton Capital Full time

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.

The role involves proudly living and embodying the Hamilton Capital brand as a primary member of the client team, building deeply connected and trusted relationships with clients and teammates.

Key responsibilities include establishing new accounts, processing and tracking account contributions and distributions, mastering CRM functions, maintaining proper records of client work and information, and executing all client account requirements.

The ideal candidate will be self-motivated, excited to go above and beyond to assist with internal and external needs, and possess excellent communication, analytical, and organizational skills.

Additionally, proficiency with Microsoft Office suite and aptitude to learn specialized software programs are essential.

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

Requirements

  • Bachelor's or Associate's Degree or equivalent experience
  • 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

Estimated Salary Range: $60,000 - $80,000 per year



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