Client Relations Specialist at Horter… · Columbus

Summary: Horter Investment Management is a financial services company focused on relationships and meaningful client interactions. The Client Relations Specialist owns client and prospect relationships, serves as a primary point of contact, supports advisors, manages CRM and service tasks, coordinates seminars, and helps generate referrals.

Responsibilities:
- Serve as the first point of contact for client inquiries — responding quickly and thoughtfully to keep satisfaction and engagement high
- Build and maintain relationships across the full client lifecycle, from initial prospect conversations through long-term client status, including engaging with both clients and their heirs or parents as families evolve
- Prepare seminar documents and materials, manage attendee follow-up and post-event paperwork, and coordinate offsite seminar logistics including venue setup, on-site materials, and day-of execution for the specified events you’d be responsible for
- Manage prospect, onboarding, and ongoing service tasks with precision, logging every call, email, and follow-up in our CRM system so nothing falls through the cracks
- Help drive the client pipeline forward — qualifying first appointments, coordinating introductions across divisions, and preparing seminar materials, registrations, and post-event follow-up
- Generate and nurture referrals alongside the advisor, including introducing and educating clients on our referral events, programs, etc

Required Qualifications:
- Experience in a client-facing, relationship management, or customer service role — financial services, wealth management, or a professional services environment is a plus, but not required
- You're energized by engaging clients and prospects directly, including having natural conversations about referrals. A natural communicator who builds trust quickly and enjoys being the go-to person for clients
- Strong organizational skills and the ability to juggle multiple relationships and deadlines without losing the personal touch. Comfortable working in a CRM or task-tracking system; prior CRM experience is a plus
- You take initiative, follow through consistently, and bring a professional presence to every client interaction
- A proactive, team-oriented mindset — you look for ways to improve the client experience, not just maintain it
- Mon-Fri, 8:30 am to 5:00 pm, with additional hours as needed to meet business demands
- Ability to commute/relocate : Required to reliably commute or relocate to Worthington, OH 43235 before starting work

Required Skills: Relationship Management, CRM

Benefits: Performance-based bonuses available, 401(k) with matching, Dental/Health/Vision Insurance, Paid Time Off/Parental Leave, Full-time; In-Office; Worthington, OH 43235