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Client Experience Manager

2 months ago

Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time
Job Overview

Gryphon Financial Partners LLC is seeking a highly skilled and detail-oriented professional to join our team as a Client Service Associate. As a key member of our client service team, you will be responsible for providing exceptional service to our clients and ensuring their needs are met.

Key Responsibilities
  • Client Onboarding: Develop and implement effective onboarding processes to ensure seamless integration of new clients into our system.
  • Client Service and Maintenance: Provide proactive and responsive service to clients, addressing their needs and concerns in a timely and professional manner.
  • Client Relationship Building: Foster strong relationships with clients through regular communication, ensuring their needs are met and exceeded.
  • Investment Document Execution: Coordinate the execution of investment documents, ensuring accuracy and compliance with regulatory requirements.
  • Family Office Services Assistance: Provide administrative support to our family office services team, ensuring efficient and effective delivery of services to clients.
Requirements
  • Organizational Skills: Possess excellent organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Communication Skills: Demonstrate strong verbal and written communication skills, with the ability to effectively communicate with clients and internal stakeholders.
  • Attention to Detail: Possess a high level of attention to detail, ensuring accuracy and precision in all aspects of the job.
  • Technical Skills: Proficient in Microsoft Office, with the ability to learn and adapt to new technologies as needed.