Financial Partners Associate

3 weeks ago


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

Gryphon Financial Partners LLC seeks a motivated Client Service Associate to provide exceptional support to our clients. In this role, you will be responsible for:

  1. Providing top-notch service to new and existing clients.
  2. Maintaining open and transparent communication channels.
  3. Building strong relationships through professionalism and trustworthiness.
  4. Executing investment documents accurately and efficiently.
  5. Offering support for family office services as needed.
Key Qualifications
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication abilities.
  • Able to work independently and prioritize tasks effectively.
  • Proficient in Microsoft Office suite.
  • A professional attitude and alignment with our company's brand attributes.
Salary Information

The estimated salary range for this position is $65,000 - $85,000 per year, depending on experience. This estimate is based on industry standards for similar roles in the local area.



  • Columbus, Ohio, United States Gryphon Financial Partners Full time

    About the RoleThis position plays a vital role in supporting the growth and success of Gryphon Financial Partners' clients. As a Client Service Associate, you will be responsible for building strong relationships with clients, ensuring their needs are met, and providing expert guidance on financial matters.Key AccountabilitiesDeliver exceptional client...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    About Our TeamGryphon Financial Partners LLC values excellence in client service. As a Senior Client Service Associate, you will play a key role in delivering exceptional experiences for our clients.ResponsibilitiesManage day-to-day client interactions with professionalism and careBuild strong relationships with clients through consistent communication and...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Client Service Associate Job SummaryGryphon Financial Partners LLC is seeking a highly skilled Client Service Associate to join our team.Key AccountabilitiesBuild and maintain strong relationships with clients through regular communication and timely issue resolutionAssist with client onboarding, including data collection and documentationEnsure seamless...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Job OverviewWe are seeking an experienced Client Service Associate to join our team at Gryphon Financial Partners LLC. As a key member of our client services department, you will play a critical role in providing exceptional service to our clients. Your primary responsibilities will include managing day-to-day client interactions, providing expert guidance...


  • Columbus, Ohio, United States Gryphon Financial Partners Full time

    Job DescriptionWe are seeking a skilled Client Service Associate to join our team at Gryphon Financial Partners. This role is responsible for providing high-quality client service and support, including onboarding new clients, managing client relationships, and assisting with investment document execution.ResponsibilitiesProvide exceptional client service by...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    About Gryphon Financial Partners LLCAs a Senior Client Service Associate, you will provide exceptional service to our clients at Gryphon Financial Partners LLC. This role involves managing the day-to-day aspects of the client experience.Job ResponsibilitiesOnboarding new clients with professionalism and attention to detailMaintaining strong relationships...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    About the RoleWe are seeking a skilled Client Service Associate to join our team at GRYPHON FINANCIAL PARTNERS LLC. As a key member of our client service team, you will play a vital role in delivering exceptional service to our clients. This is an excellent opportunity for someone looking to develop their career in financial services and work with a dynamic...


  • Columbus, Ohio, United States Central Point Partners Full time

    Job Overview:At Central Point Partners, we are seeking a highly skilled Financial Services Associate to join our team. This is an exciting opportunity for individuals who want to work in a dynamic and fast-paced environment where no two days are ever the same.Key Responsibilities:Process high volumes of payments to customer accounts in a timely and accurate...


  • 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...


  • Columbus, Ohio, United States Kestra Financial Independent Advisor Full time

    **Job Description**Kestra Financial Independent Advisor seeks a highly skilled Financial Services Support Associate to provide exceptional client experience and support senior staff members with administrative tasks.**Key Responsibilities:**Provide administrative support, including scheduling appointments, managing correspondence, and processing...


  • Columbus, Ohio, United States KEMBA Financial Credit Union Full time

    About the RoleWe are looking for a Financial Support Associate to join our team at KEMBA Financial Credit Union. As a associate, you will play a critical role in providing financial support to our members and helping them achieve their financial goals.Key ResponsibilitiesAssist members with financial planning and budgetingProvide information on financial...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Job OverviewGryphon Financial Partners LLC is a dynamic organization seeking a skilled professional to fill the position of Client Service Associate. This role offers an exciting opportunity to join our team and contribute to delivering exceptional client experiences.


  • Columbus, Ohio, United States PNC Financial Services Group Full time

    About the Role:We are currently seeking a talented Financial Services Associate to join our team at PNC Financial Services Group. As a key member of our retail branch organization, you will play a critical role in providing exceptional customer service and support to clients.In this role, you will be responsible for performing a variety of tasks, including...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Job OverviewAt GRYPHON FINANCIAL PARTNERS LLC, we are seeking a highly skilled Client Service Associate to provide exceptional support to our clients. This role involves managing day-to-day client interactions and ensuring seamless service delivery.The ideal candidate will possess excellent organizational skills, attention to detail, and the ability to...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    About UsGryphon Financial Partners LLC is committed to delivering top-notch service to our clients. We are seeking a skilled Senior Client Service Associate to join our team.Key ResponsibilitiesDevelop and execute plans to onboard new clients seamlesslyEnsure client satisfaction by providing timely and effective supportPromote client relationships through...


  • Columbus, Ohio, United States Prudential Financial Full time

    Are you a self-starter looking for a challenging career opportunity? Do you have an entrepreneurial mindset and a passion for helping others achieve their financial goals?We are seeking a Financial Professional to join our team at Prudential Financial. As a key member of our team, you will be responsible for developing relationships with clients, gathering...


  • Columbus, Ohio, United States First Command Financial Services, Inc. Full time

    **Company Overview:** First Command Financial Services, Inc. has been helping military families achieve their financial goals since 1958. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the financial services industry.**Job Description:** As a Financial Advisor with First Command, you will have the...


  • Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full time

    Compensation PackageWe are offering a competitive salary range of $60,000 - $80,000 per annum, commensurate with experience. The successful candidate will also have access to benefits, including health insurance, retirement plans, and paid time off.


  • Columbus, Ohio, United States Horizon Financial Services Llc Full time

    About the RoleWe offer an attractive opportunity for a Field Examiner Employee or Contractor to join Horizon Financial Services Llc as part of our growth strategy.Estimated Salary: $60,000 - $80,000 per year, depending on qualifications and location.The selected candidate will be responsible for conducting thorough examinations of clients' financial data,...


  • Columbus, Ohio, United States KEMBA Financial Credit Union Full time

    About the RoleAs a Member Service Representative II at KEMBA Financial Credit Union, you will be responsible for providing exceptional member service and sales support to meet their financial needs.Duties and ResponsibilitiesAssumes responsibility for the effective and professional performance of member sales and service-related functions.Establishes and...