Senior Client Service Associate Columbus

Senior Client Service Associate

Full Time • Columbus
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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