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Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC
Columbus, OH, US
Full-time
Benefits :
  • 401(k)
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Job Description :

    Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.

    Qualifications :

    • Organized, detail oriented and ability to multi-task
    • Strong verbal and written communication skills
    • Diligent follow up skills
    • Proficient with Microsoft Office
    • Professional and exemplifies all brand attributes of Gryphon Financial Partners

    Job Accountabilities :

    • Onboarding New Clients
    • Client Service and Maintenance
    • Client Relationship Building
    • Investment Document Execution
    • Family Office Services Assistance
    • 30+ days ago
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