Client Service Associate

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