Client Service Associate
: Job Details :

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