Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC

Client Service Associate

Columbus, OH
Full Time
Paid
  • Responsibilities

    Benefits:

    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