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Senior Client Service Associate

Senior Client Service Associate

GRYPHON FINANCIAL PARTNERS LLCColumbus, OH, US
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Job Description

Job Description

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
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