Client Service Associate
2 weeks ago
As a Client Service Associate at Gryphon Financial Partners LLC, you will play a vital role in delivering exceptional service to our clients. Your primary responsibility will be to manage the day-to-day aspects of the client experience, ensuring that their needs are met and exceeded.
Key Responsibilities- Onboard new clients and ensure a seamless transition into our services
- Provide proactive and responsive client service, addressing their inquiries and concerns in a timely manner
- Build and maintain strong relationships with clients, understanding their unique needs and preferences
- Collaborate with internal teams to execute investment documents and provide family office services assistance
- Organized and detail-oriented with excellent multi-tasking skills
- Strong verbal and written communication skills, with the ability to articulate complex information in a clear and concise manner
- Diligent follow-up skills, ensuring that client needs are met and exceeded
- Proficient in Microsoft Office and other relevant software applications
- A comprehensive benefits package, including 401(k), dental insurance, health insurance, paid time off, and vision insurance
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Client Service Associate
1 day ago
Columbus, Ohio, United States Windward Recruiting Full timeClient Service AssociateWindward Recruiting is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Communicate with clients via telephone, email, and in-person to address their needs and concerns...
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Client Service Associate
5 days ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Kestra Financial Independent Advisor. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Support financial advisors...
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Client Service Associate
1 day ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Summary:We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Gryphon Financial Partners. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, managing day-to-day aspects of the client experience, and building strong relationships with our...
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Senior Client Service Associate
2 weeks ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Description:As a Senior Client Service Associate at Gryphon Financial Partners, you will be responsible for providing exceptional service to our clients. Your primary focus will be on managing the day-to-day aspects of the client experience, ensuring that their needs are met and exceeded.Key Responsibilities:Onboarding new clients and ensuring a smooth...
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Senior Client Service Associate
4 days ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Summary:As a Senior Client Service Associate at Gryphon Financial Partners, you will be responsible for providing exceptional service to our clients. This includes managing day-to-day client interactions, onboarding new clients, and building strong relationships with existing clients.Key Responsibilities:• Onboard new clients and ensure a seamless...
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Senior Client Service Associate
2 weeks ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeJob OverviewAt Gryphon Financial Partners LLC, we are seeking a highly skilled and organized Senior Client Service Associate to join our team. This role is responsible for providing exceptional service to our clients, managing day-to-day aspects of the client experience, and building strong relationships with our clients.Key ResponsibilitiesOnboard new...
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Pet Services Associate
3 weeks ago
Columbus, Ohio, United States Service Corporation International Full timePet Services Associate Job DescriptionAt Service Corporation International, we're dedicated to celebrating lives and supporting our associates in their journey. As a Pet Services Associate, you'll be part of a team that promotes healing experiences for grieving pet families.Key Responsibilities:Assist families in selecting services for their pet's aftercare,...
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Client Services Coordinator
3 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our Financial Advisors, and contributing to the growth...
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Client Services Coordinator
4 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients and financial advisors.Key...
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Client Services Coordinator
1 week ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our Financial Advisors, and contributing to the growth...
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Client Services Coordinator
4 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeJob Description:The Client Service Administrator will play a vital role in supporting the Financial Advisor(s) in onboarding new clients and servicing the existing client base. This includes handling all service requests, such as beneficiary changes, withdrawals, and client appointment preparation.Key Responsibilities:Provide exceptional client service and...
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Columbus, Ohio, United States Nationwide Private Client Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our Internal Audit team as an intern. As a member of our team, you will have the opportunity to gain hands-on experience in audit practices and risk management, while learning about the breadth of Nationwide Private Client's business operations.Key...
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Client Services Specialist
2 weeks ago
Columbus, Ohio, United States Cass Information Systems Full time**Job Summary**The Customer Service Associate I is a key role within Cass Information Systems, responsible for facilitating accurate resolution of internal and external inquiries and issues pertaining to processing for assigned clients. This position requires a high level of customer satisfaction, timely response to inquiries, and effective...
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Premier Client Service Specialist
2 weeks ago
Columbus, Ohio, United States USI Insurance Services Full timeJob SummaryWe are seeking a highly skilled and experienced Premier Client Advisor to join our team at USI Insurance Services. As a Premier Client Advisor, you will be responsible for servicing and managing client accounts, with a focus on retaining assigned Tier 1 Premier clients. This role requires strong technical expertise, excellent communication skills,...
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Senior Client Services Liaison
3 weeks ago
Columbus, Ohio, United States VirtualVocations Full timeVirtualVocations is seeking a Senior Client Services Representative to provide operational support to large health plan clients. The ideal candidate will have a strong background in account management and project management, with a minimum of 5 years of experience in the healthcare industry. Key responsibilities include addressing client issues and requests,...
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Client Services Coordinator
2 weeks ago
Columbus, Ohio, United States CBRE Full timeAbout the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to provide administrative support to our sales professionals. As a key member of our team, you will be responsible for preparing proposals, presentations, and marketing materials, as well as coordinating the distribution of internal and external marketing...
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Commercial Client Service Specialist
4 weeks ago
Columbus, Ohio, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled Commercial Client Relationship Manager to join our team at Truist Inc. As a key member of our Commercial Banking team, you will be responsible for providing exceptional sales, service, and loan support to our Relationship Managers and Commercial Credit staff.Key ResponsibilitiesProvide sales support to Relationship...
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Associate Client Account Manager
3 weeks ago
Columbus, Ohio, United States Cass Information Systems Full timeJob Title: Associate Client Account ManagerCass Information Systems is seeking a highly skilled Associate Client Account Manager to join our team. As a key member of our client support team, you will be responsible for managing mid-tier client accounts and developing strong relationships with our clients.Key Responsibilities:Manage client relationships and...
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Client Services Director
2 weeks ago
Columbus, Ohio, United States Primary Location Full timeClient Services DirectorWelcome to Lawrence Law Office, a prestigious Central Ohio law firm. We are seeking a Client Services Director to join our dedicated team.This role plays a crucial part in obtaining and retaining satisfied clients. As a Client Services Director, you will provide administrative support to our sales and marketing team, secure and...
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Client Service Liaison
4 weeks ago
Columbus, Ohio, United States Medvetforpets Full timeMedVet for Pets is a leading provider of emergency and specialty veterinary care. We are seeking a Client Service Representative to join our team in Worthington, Ohio. As a Client Service Representative, you will be the first point of contact for our clients, providing exceptional service and support throughout their MedVet experience. Your primary...