Client Success & Experience Specialist

Horter Investment Management; Columbus (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) with matching

Dental Insurance

Health Insurance

Paid Time Off

Parental Leave

Job summary

Horter Investment Management in Columbus, OH seeks a Client Relations Specialist to be the first voice prospects hear and the steady contact for clients as they work with their advisor. This role focuses on relationship-building, organized client service, and cross-team collaboration to deliver a personal, timely experience.

You will support prospecting, onboarding, and ongoing service tasks, logging all interactions in the CRM, coordinating seminars, and helping nurture referrals to sustain

Qualifications

• Experience in a client-facing, relationship management, or customer service role.
• A proactive, team-oriented mindset with a focus on improving the client experience.

Responsibilities

• Serve as the first point of contact for client inquiries, ensuring timely and thoughtful responses to maintain satisfaction and engagement.
• Build and maintain relationships across the full client lifecycle, including engaging with clients and their heirs or parents as families evolve.
• Prepare seminar documents and materials, manage attendee follow-up and post-event paperwork, and coordinate event logistics.
• Manage prospect, onboarding, and ongoing service tasks with precision, logging every call and email in the CRM.
• Help drive the client pipeline forward by qualifying first appointments and coordinating introductions across divisions.
• Generate and nurture referrals alongside the advisor, including educating clients on referral events and programs.

Job description

Horter Investment Management in Columbus, OH seeks a Client Relations Specialist to be the first voice prospects hear and the steady contact for clients as they work with their advisor. This role focuses on relationship-building, organized client service, and cross-team collaboration to deliver a personal, timely experience.

You will support prospecting, onboarding, and ongoing service tasks, logging all interactions in the CRM, coordinating seminars, and helping nurture referrals to sustain