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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