Client Experience Representative
Hamilton Capital is seeking a dynamic professional to add to our Client Relations team. A Client Experience Representative provides extraordinary support and service to HC clients and internal team members and plays an integral role in the overall Hamilton Capital client experience. The core responsibilities include handling clients’ account administration needs, helping to foster life-long relationships with clients, working closely with advisors and other teammates, and providing support with office management and events.
 
This team member is professional, caring, reliable, organized, and has strong communication skills, all of which shine through in their work.  Those in this role consistently display a commitment to teamwork by helping others, anticipating needs, delivering above expectations, and continually seeking ways to improve the way we work together to serve clients.  The ability to meet deadlines, prioritize, and adapt to change is critical. 

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

• 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 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.
• Answers multi-line phone, transfers to appropriate team members, and assists with inquiries as appropriate.
• Welcomes clients and builds strong rapport whether in person or over the phone.
• Maintains lobby and conference rooms; assists in room preparation for meetings.
• Facilitates building, phone, and copier maintenance requests.
• Orders office, stationery, food, and drink supplies, and works closely with vendors.
• Responsible for client event coordination, support, mailings and communications.

• Facilitates special projects as delegated or self-identified.
• Performs other related duties to support overall team excellence and results.

• Bachelor’s or Associate’s Degree, or equivalent work experience, required.
• Experience in a professional customer service environment required, with previous industry experience preferred.
• High level of accuracy, passion for details, and ability to multi-task in a fast-paced environment.
• Able to properly prioritize work and manage interruptions.
• Strong communication, analytical, and organizational skills.        

• Outstanding client service, with a heart to serve, enjoys making people feel welcome and comfortable. 
• Poised, professional, and positive demeanor.

• Reliable, shows ownership of responsibilities, and consistently helps teammates when needed.
• Proficiency with Microsoft Office suite and aptitude to learn specialized software programs.