What are the responsibilities and job description for the Senior Client Service Associate position at Gryphon Financial Partners?
Benefits:
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.
Qualifications:
- 401(k)
- Competitive salary
- 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
- Onboarding New Clients
- Client Service and Maintenance
- Client Relationship Building
- Investment Document Execution
- Family Office Services Assistance