Gryphon Financial Partners | Client Service Associate

3 weeks ago


columbus, United States Gryphon Financial Partners Full time

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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