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Client Service Associate
Columbus, OH, 43215, USPosted 20 months ago
Full-timeonsite
Job Description
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
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