Client Service Associate

Job Description

Job Description:

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

Full-time