Client Service Associate
Full Time • Columbus
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
ABOUT GRYPHON
Clients seek our guidance for a variety of reasons. Many are looking for help transitioning the family business into the family fortune. Others may be ready to retire, possibly downshifting into a new career or pursuing a life of volunteerism or one that allows them to spend more time with family.
Regardless of the reason, our engagements involve providing our clients with the financial planning guidance and wealth management advice necessary to making a successful transition into the next phase of their lives. Taking this most critical step without careful planning and forethought could potentially undo a lifetime of hard work.
Helping to make such transitions smooth and sustainable is our business, and it has been for over 20 years.
What We Stand For
At Gryphon Financial Partners, our mission is to provide our clients with advice that is delivered from a perspective of independence — one that ensures full objectivity and remains free of conflicts of interest that can be found elsewhere.
Our advice from our team of investment advisors in Columbus and Cincinnati is also highly customized to the needs of the individuals and families we serve. That level of customization is critical to how we carry out our mission: assisting clients in achieving their life’s goals by performing in accordance with our beliefs at all times.
It is our fundamental belief that success comes from doing the right things, in the right way, for our clients…every time.
It is through our ongoing commitment to carrying out our mission with care and forethought that we help clients meet their clearly defined objectives and attain their goals.
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