Client Experience Ambassador

Job Description

Job Description

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

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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 Experience Team. The Client Experience Ambassador's primary responsibility will include the key role of representing Hamilton Capital in making memorable first and last impressions with our clients, as well as providing extraordinary support service to both clients and internal team members. The Client Experience Ambassador must be professional, caring, and genuinely interested in making people feel welcome and delighted. This team member is also responsible for a variety of operational and administrative tasks.

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 the Hamilton Capital brand as the first line of communication to Columbus office visitors (clients, partners, family members, community members, etc.), maintaining a professional appearance and welcoming demeanor.
• Creates a warm reception for our clients on-site. Shows initiative in improving the overall visit by taking ownership of conference rooms, lobby, and other client-facing facilities. Builds trusted relationships through strong rapport with clients and teammates whether in person or over the phone.
• 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.
• Supports events to enhance the brand/culture experience including ideation and execution to ensure the Hamilton Capital brand shines through every time (i.e., employee recognition, client lunches, all-firm outings and meetings, special events, etc.).
• Manages all office needs including supplies, food and beverage, and communication with facilities management and vendors, mail distribution.
• Manages local pickups/drop-offs (mail/UPS) and other off-site operational support tasks.
• Supports new employee onboarding through training and mentoring new employees on phone and security system/protocols; handles administrative items on employee onboarding/role change checklists.
• Executes mass email communications, mailings, and event invitations; monitors to ensure successful launch to intended recipients. Includes firm-wide events and regularly scheduled programs.
• Updates website with provided content; ensures time sensitivity of posted firm information; photos, employee bios.
• Ensures client relationship management system (CRM) is updated, including annual client audit updates.
• Monitors and distributes Wealth Management System alerts to advisory team.

Position Requirements

• Bachelor's or Associate's degree or equivalent experience required
• Minimum of 2-4 years of experience in a similar work capacity preferred
• Outstanding client service, with a heart to serve, contagious smile and enjoys making people feel welcome and comfortable
• Demonstrates flexibility by providing highly versatile cross-functional support
• Poised, professional, and positive demeanor
• Ability to properly prioritize work and manage interruptions
• Demonstrates strong attention to detail, communication, organization, and problem-solving skills.
• Reliable, shows ownership of responsibilities, and consistently helps teammates when needed.
• Proficiency with Microsoft Office suite and aptitude to learn specialized, industry-specific software programs, experience with an email management system ex., Constant Contact a plus.
• Ability to perform light physical tasks, including lifting up to 30 lbs. as needed. Reasonable accommodations will be provided in accordance with the ADA.