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
Location
Columbus, OH
Skills
Administrative Skillsunmatched
Communication Skillsunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Financial Servicesunmatched
Follow Throughunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Onboardingunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Writing Skillsunmatched
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