Client Service Associate

2 weeks ago


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

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
Requirements
  • 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
What We Offer
  • A comprehensive benefits package, including 401(k), dental insurance, health insurance, paid time off, and vision insurance


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