Financial Partnerships Coordinator

4 days ago


Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time
About UsGryphon Financial Partners LLC is a leading financial services firm dedicated to delivering exceptional client experiences. Our team of professionals is passionate about building long-term relationships with our clients and helping them achieve their financial goals.

Job DescriptionWe are seeking a skilled Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing top-notch service to our clients, ensuring their needs are met promptly and efficiently. Your primary focus will be on client onboarding, maintenance, and relationship building. You will also collaborate with internal teams to execute investment documents and provide family office services as needed.

Key Responsibilities• Provide exceptional client service, responding to client inquiries and resolving issues in a timely manner.
• Onboard new clients, ensuring a smooth transition into our services.
• Develop and maintain strong relationships with existing clients, understanding their needs and preferences.
• Collaborate with internal teams to execute investment documents and provide family office services as needed.

Requirements• 2+ years of experience in a customer-facing role or a similar industry.
• Excellent communication skills, both verbal and written.
• Ability to multitask, prioritize tasks, and meet deadlines.
• Proficiency in Microsoft Office applications.

CompensationWe offer a competitive salary range of $55,000 - $75,000 per annum, depending on experience. This position is a full-time opportunity with a dynamic and growing company.

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