Senior Client Service Associate jobs in United States
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Gryphon Financial Partners ยท 1 month ago

Senior Client Service Associate

positionColumbus, OH
timeFull-time
remoteOnsite
senioritySenior Level

Gryphon Financial Partners is a financial services firm seeking a Senior Client Service Associate to provide exemplary service to their clients. The role involves managing day-to-day aspects of the client experience and ensuring strong client relationships are built and maintained.

Asset ManagementFinancial ServicesLendingRisk ManagementWealth Management

Responsibilities

Onboarding New Clients
Client Service and Maintenance
Client Relationship Building
Investment Document Execution
Family Office Services Assistance

Qualification

OrganizedMulti-taskingDiligent follow upMicrosoft OfficeDetail orientedVerbal communicationWritten communicationProfessionalism

Required

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

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Company

Gryphon Financial Partners

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Gryphon Financial Partners provides financial planning, asset allocation, risk management, lending, and wealth management services.
dateFounded in 2014
location
Columbus, Ohio, USA
people-size11-50 employees
web-link
https://gryphonfp.com/

Funding

Current Stage
Early Stage

Leadership Team

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Joel Guth
CEO, Founder
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Jean Sturges
Chief Compliance Officer
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Recent News

PR Newswire
Gryphon Financial Partners Welcomes the Northwest Ohio Group from PNC
2023-09-12
Company data provided by crunchbase