ABOUT US

Hamilton Point is a boutique Registered Investment Advisor specializing in providing sophisticated investment strategies and financial advice to high-net-worth families and nonprofit organizations. We pride ourselves on offering a highly personalized, meticulous service experience that fosters long-lasting client relationships.
We’re looking for a dedicated Client Service Manager to join our team who embodies our values of professionalism, attention to detail, and client-first service. This is an in-office role, ideal for someone who thrives in a collaborative and dynamic environment. Our Client Service Managers are a critical touch point for every team member and client. As a vital part of our small, high-functioning team, you’ll play a critical role in delivering exceptional service and supporting our clients’ success.

QUALIFICATIONS

• Bachelor’s degree in English, Communications, Marketing, Journalism, Business, Finance, a related field, or equivalent experience
• Must have at least 7+ years of experience in an operations, client service, or similar role. Prefer within wealth management or a Registered Investment Advisor (RIA).
• A polished demeanor, high emotional intelligence, and the ability to represent the firm confidently and competently.
• Strong understanding of investment management vocabulary, financial products and client-service best practices.
• Proficiency with CRM platforms, DocuSign, and portfolio management systems (e.g., Addepar) is a plus.
• Strong operational background.