Job Details

Client Service Associate

  2024-12-24     Gryphon Financial Partners     Columbus,OH  
Description:

Qualifications:

  • Organized, detail oriented and ability to multi-task
  • Strong verbal and written communication skills
  • Diligent follow up skills
  • Proficient with Microsoft Office
  • Professional and exemplifies all brand attributes of Gryphon Financial Partners

Job Accountabilities:

  • Onboarding New Clients
  • Client Service and Maintenance
  • Client Relationship Building
  • Investment Document Execution
  • Family Office Services Assistance


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