Client Services Associate - Onboarding & Relationships

GRYPHON FINANCIAL PARTNERS LLC; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

A financial services company in Columbus, Ohio is seeking a Client Service Manager to provide exemplary service and manage day-to-day client experiences. You will be responsible for onboarding new clients, maintaining client relationships, and assisting with investment documents. The ideal candidate should be detail-oriented, organized, and proficient in Microsoft Office. Various benefits are offered, including health and dental insurance, and paid time off.

Qualifications

• Ability to multi-task in a fast-paced environment.
• Diligent follow-up skills.
• Professional demeanor that exemplifies company attributes.

Responsibilities

• Onboard new clients effectively.
• Maintain high-level client service.
• Build strong client relationships.
• Assist in investment document execution.
• Support family office services.

Skills

Organized

Detail oriented

Strong verbal communication

Strong written communication

Proficient with Microsoft Office

Job description

A financial services company in Columbus, Ohio is seeking a Client Service Manager to provide exemplary service and manage day-to-day client experiences. You will be responsible for onboarding new clients, maintaining client relationships, and assisting with investment documents. The ideal candidate should be detail-oriented, organized, and proficient in Microsoft Office. Various benefits are offered, including health and dental insurance, and paid time off.