Senior Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC

  • Columbus, OH
  • 30+ days ago
  • Full-time

Highlights

Provide exemplary service to Gryphon Financial Partners clients. Professional and exemplifies all brand attributes of Gryphon Financial Partners.

Numbers & Facts

LocationColumbus, OH
Job TypeFull-time

Description

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
 

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