Hamilton Capital Management - Registered Investment Advisor

3. Client Relations Representative

Are you ready to take your exceptional client service skills to the next level?  Hamilton Capital Management 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.  

Primary Position Responsibilities
  • Key contact person for our clients
  • Liaison between firm members, clients and custodians
  • Establish new accounts
  • Facilitate account transfers
  • Coordinate account changes, contributions and distributions
  • Professional communication with various parties
  • Maintain proper records of client work and information

Position Requirements

  • Bachelor’s degree or Associate’s degree required (with emphasis in business, communications or related field preferred) or equivalent in applicable work experience
  • Direct experience working in financial services preferred, with experience in a professional customer service environment required
  • Ability to multi-task and demonstrate accuracy in a fast-paced environment
  • Enjoy managing detailed tasks and collaborating with others to meet challenges
  • Possess excellent organizational, analytical, critical-thinking, and communication skills
  • Proficient with Microsoft Office products
 Position Benefits  
  • Supportive, flexible, people-oriented culture and a professional yet family atmosphere
  • Individual contribution and innovation is encouraged and recognized
  • Personal and career development opportunities
  • Competitive compensation package commensurate with experience
  • Excellent benefits, including a 401(k) Plan with employer contribution

Columbus, OH


For confidential consideration, e-mail your resume in PDF format only to recruiting@hamiltoncapital.com

Equal Employment Opportunity Employer

Hamilton Capital Management, Inc. (“HCM”) is an Equal Employment Opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, amnesty or status as a covered veteran, or any other legally protected status in accordance with applicable federal, state and local laws.  We do not provide sponsorship.

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