Client Service Associate

2 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


  • Columbus, United States Lead Advisor Full time

    Lead 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...


  • Columbus, United States Lead Advisor Full time

    Lead 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...


  • Columbus, United States Lead Advisor Full time

    Lead 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...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Job OverviewGryphon Financial Partners LLC is a dynamic organization seeking a skilled professional to fill the position of Client Service Associate. This role offers an exciting opportunity to join our team and contribute to delivering exceptional client experiences.


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Job OverviewAt GRYPHON FINANCIAL PARTNERS LLC, we are seeking a highly skilled Client Service Associate to provide exceptional support to our clients. This role involves managing day-to-day client interactions and ensuring seamless service delivery.The ideal candidate will possess excellent organizational skills, attention to detail, and the ability to...


  • Columbus, United States technology& Full time

    Job Title: Associate Director - Client Growth PartnerLocation: Columbus, Ohio (Remote, with client office visits)Experience Range: 9–14 yearsJob Type: Full-TimeSalary: CompetitiveClient Industries: Manufacturing, Logistics, and ShippingFocus: Candidates with expertise in SaaS within large/medium-sized companiesStart Date: ASAPAbout Technology&Technology&...


  • Columbus, United States technology& Full time

    Job Title: Associate Director - Client Growth PartnerLocation: Columbus, Ohio (Remote, with client office visits)Experience Range: 9–14 yearsJob Type: Full-TimeSalary: CompetitiveClient Industries: Manufacturing, Logistics, and ShippingFocus: Candidates with expertise in SaaS within large/medium-sized companiesStart Date: ASAPAbout Technology&Technology&...


  • Columbus, United States Gryphon Financial Partners Full time

    Qualifications:Organized, detail oriented and ability to multi-taskStrong verbal and written communication skillsDiligent follow up skillsProficient with Microsoft OfficeProfessional and exemplifies all brand attributes of Gryphon Financial PartnersJob Accountabilities:Onboarding New ClientsClient Service and MaintenanceClient Relationship BuildingInvestment...


  • Columbus, United States Gryphon Financial Partners Full time

    Qualifications:Organized, detail oriented and ability to multi-taskStrong verbal and written communication skillsDiligent follow up skillsProficient with Microsoft OfficeProfessional and exemplifies all brand attributes of Gryphon Financial PartnersJob Accountabilities:Onboarding New ClientsClient Service and MaintenanceClient Relationship BuildingInvestment...


  • columbus, United States Lead Advisor Full time

    Lead 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...


  • Columbus, Ohio, United States Pride Health Full time

    Key ResponsibilitiesWe are seeking a highly motivated Client Relations Associate to join our team in Columbus, OH. In this role, you will be responsible for handling incoming phone calls, responding to client inquiries, and providing exceptional customer service.You will also be responsible for maintaining accurate records, meeting key performance metrics,...


  • columbus, United States technology& Full time

    Job Title: Associate Director - Client Growth PartnerLocation: Columbus, Ohio (Remote, with client office visits)Experience Range: 9–14 yearsJob Type: Full-TimeSalary: CompetitiveClient Industries: Manufacturing, Logistics, and ShippingFocus: Candidates with expertise in SaaS within large/medium-sized companiesStart Date: ASAPAbout Technology&Technology&...


  • Columbus, Ohio, United States Mortgage Benefits Full time

    At Mortgage Benefits, we are seeking a Client Success Associate to play a critical role in our team. This position is responsible for fostering long-term client relationships and delivering exceptional service.The ideal candidate will have exceptional interpersonal and communication skills, with the ability to develop tailored engagement strategies to meet...


  • Columbus, Ohio, United States OTC Industrial Technologies Full time

    Job OverviewWe are looking for a skilled Client Support Associate to join our team at OTC Industrial Technologies. As a member of our customer support team, you will provide exceptional service and support to our clients.About the PositionCoordinate routes for service appointments to ensure efficient delivery of services.Process and communicate customer...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    About UsGryphon Financial Partners LLC is committed to delivering top-notch service to our clients. We are seeking a skilled Senior Client Service Associate to join our team.Key ResponsibilitiesDevelop and execute plans to onboard new clients seamlesslyEnsure client satisfaction by providing timely and effective supportPromote client relationships through...


  • Columbus, United States The Select Group Full time

    Job DetailsCUSTOMER SUPPORT ASSOCIATE (Entry-Level) Looking for an CustomerSupport Associate to assist one of The Select Group's clients resolving technical issues! The ideal client will be able to assist end users with basic technical issues in a efficient and professional manner.SUPPORT ASSOCIATE REQUIREMENTS: Customer Service Background - need someone...


  • Columbus, United States The Select Group Full time

    Job DetailsCUSTOMER SUPPORT ASSOCIATE (Entry-Level) Looking for an CustomerSupport Associate to assist one of The Select Group's clients resolving technical issues! The ideal client will be able to assist end users with basic technical issues in a efficient and professional manner.SUPPORT ASSOCIATE REQUIREMENTS: Customer Service Background - need someone...


  • Columbus, Ohio, United States Phaxis - Financial Services Full time

    Job OverviewPhaxis - Financial Services is a reputable global firm with a presence in Columbus, OH. We are seeking highly professional and career-driven individuals to join our team as Client Service Representatives.About the RoleThe successful candidate will be responsible for handling incoming calls regarding various service inquiries on Brokerage...


  • Columbus, United States The Select Group Full time

    Job DetailsCUSTOMER SUPPORT ASSOCIATE (Entry-Level) Looking for an CustomerSupport Associate to assist one of The Select Group's clients resolving technical issues! The ideal client will be able to assist end users with basic technical issues in a efficient and professional manner.SUPPORT ASSOCIATE REQUIREMENTS: Customer Service Background - need someone...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Job OverviewGryphon Financial Partners LLC is a leading financial services provider seeking an experienced Senior Client Service Associate to join our team.The ideal candidate will possess excellent organizational skills, strong communication abilities, and the ability to multitask in a fast-paced environment.ResponsibilitiesOnboard new clients efficiently...