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Client Relations Representative (not currently available)
Location:
Columbus, OH
Description:
We are a growing organization that is always in search of talented prospective employees. While we don't have a current opening , we anticipate actively hiring for the Client Relations Representative role in 2023. However, given our rapid growth, needs can change quickly so you are welcome to submit your resume for review and retention for future reference. Please "Apply Now" with our quick 3 minute application and submit your resume in PDF format only . ___________________________________________________________________________________ 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 comfortable making decisions, taking risks, and being mistaken. We are only as good as those we are fortunate enough to work with, which means each individual 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 clients build great financial legacies, so that they too may pursue their dreams and influence the people and organizations they love. In return, we expect a lot out of our employees - but not in the way you might assume. We expect you to use your unique voice, talents, and experiences to master your craft. We expect that 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 Are you ready to take your exceptional client service skills to the next level? Hamilton Capital is one of the nation's largest independent, fee-only, registered investment advisory firms. We are seeking a dynamic professional to add to our Client Relations team. 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 Investment management and financial planning services Primary Position Responsibilities Establish new accounts and facilitate account transfers from various custodians Process and track account contributions and distributions Participate in portions of client meetings relating to account administration Master CRM functions and capabilities Serve as a subject matter expert with respect to account-related services and processes both internally and with custodians Act as a liaison between firm members, clients, and custodians Maintain proper records of client work and information Prepare organized and well-written correspondence to clients, firm members, custodians and other contacts Position Requirements Bachelor's or Associate's Degree with emphasis in business, communications or related field, or equivalent experience, required Experience in a professional customer service environment required, with previous industry experience preferred High level of accuracy, attention to detail, 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
Company:
Hamilton Capital
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Client Relations Representative (not currently available)
Client Relations Representative (not currently available) is a Jobs Client Relations Representa Job at Hamilton Capital located in Columbus OH. Find other listings like Client Relations Representative (not currently available) by searching Oodle for Jobs Client Relations Representa Jobs.
Client Relations Representative (not currently available) is a Jobs Client Relations Representa Job at Hamilton Capital located in Columbus OH. Find other listings like Client Relations Representative (not currently available) by searching Oodle for Jobs Client Relations Representa Jobs.