Client Success & Experience Specialist
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-09-02
Listing for:
Horter Investment Management
Full Time
position Listed on 2026-09-02
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, CRM Systems & Management
Job Description & How to Apply Below
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
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