Financial Partners Associate
3 weeks ago
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:
- Providing top-notch service to new and existing clients.
- Maintaining open and transparent communication channels.
- Building strong relationships through professionalism and trustworthiness.
- Executing investment documents accurately and efficiently.
- Offering support for family office services as needed.
- 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.
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.
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Gryphon Financial Partners Liaison
2 days ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeAbout 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...
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Financial Partners Service Specialist
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