Senior Client Service Associate

2 weeks ago


Columbus, Ohio, United States Gryphon Financial Partners Full time
Job 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 transition to our services
  • Providing ongoing client service and maintenance, including regular check-ins and issue resolution
  • Building and maintaining strong relationships with clients, understanding their goals and objectives
  • Executing investment documents and providing support for family office services
Requirements:
  • Organized and detail-oriented with the ability to multitask
  • Strong verbal and written communication skills
  • Diligent follow-up skills
  • Proficient with Microsoft Office
  • Professional and exemplifies all brand attributes of Gryphon Financial Partners


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