Client Service Associate
Job Description
Job Description
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. 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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