Client Relations Representative

Job Description

Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen

At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas.

We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.

In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.

Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.

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.

Position 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

Primary Position 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 and 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.

Executes all client account requirements while constantly anticipating 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

Position 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

Full-time