Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC

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

  • Administrative Skillsunmatched
  • Communication Skillsunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Dental Insuranceunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Follow Throughunmatched
  • Health Insuranceunmatched
  • Microsoft Officeunmatched
  • Multitaskingunmatched
  • Onboardingunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Vision Planunmatched
  • Writing Skillsunmatched

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

Numbers & Facts

LocationColumbus, OH
Job TypeFull-time

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