Senior Client Service Associate
Gryphon Financial PartnersColumbus, Ohio, United States
Posted September 9, 2024
Full Time
About the Company
Gryphon Financial Partners is a registered investment advisory firm that provides comprehensive wealth, financial, and retirement planning services to families, business owners, and corporate executives. Their portfolio includes investment management, exit and succession planning, private and alternative investments, and risk management. Guided by the "Protectors of Success™" philosophy, the firm positions itself as a guardian of clients’ assets, helping them navigate significant life transitions such as selling a business, investing, and creating lasting legacies. Their personalized, transition‑focused approach, combined with a mythic Gryphon brand that symbolizes strength and vigilance, sets them apart in the financial advisory landscape.
Job Description
Provide exemplary service to clients, manage day-to-day aspects of the client experience, and build client relationships.
Requirements
- 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
Benefits
- 401(k)
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
