Client Service Associate
2 weeks ago
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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Client Service Associate
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Columbus, United States Lead Advisor Full timeLead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.com Client Service Operations Associate The Client Service Operations Associate will support Advisors and team members in providing excellent client care that expedites new account establishment and...
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Client Service Associate
5 days ago
Columbus, United States Lead Advisor Full timeLead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.comClient Service Operations AssociateThe Client Service Operations Associate will support Advisors and team members in providing excellent client care that expedites new account establishment and client...
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Client Service Associate
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Client Service Associate Specialist
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Client Service Associate Expert
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Client Service Associate
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Client Service Associate
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Lead Advisor | Client Service Associate
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Client Relations Associate
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