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Client Service Associate

Client Service Associate

GRYPHON FINANCIAL PARTNERS LLCColumbus, OH, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Description

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

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    Client Service Associate • Columbus, OH, US

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