Senior Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC

Senior Client Service Associate

Columbus, OH
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Competitive salary

    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