Wealth Client Experience & Onboarding Specialist

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

Benefits offered by this job

401(k)

Competitive salary

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

A financial services firm in Columbus, Ohio is seeking a Client Service Manager to provide exemplary service to clients, manage client experiences, and build relationships. The ideal candidate is organized, detail-oriented, and proficient in communication. Responsibilities include onboarding new clients, executing investment documents, and assisting with family office services. Competitive salary and benefits offered.

Qualifications

• Organized and detail oriented with the ability to multi-task.
• Strong verbal and written communication skills are necessary.
• Diligent follow up skills are required.

Responsibilities

• Onboarding new clients to the firm.
• Providing client service and maintenance.
• Building and maintaining client relationships.
• Executing investment documents.
• Assisting with family office services.

Skills

Organized

Detail oriented

Strong verbal and written communication skills

Diligent follow up skills

Proficient with Microsoft Office

Job description

A financial services firm in Columbus, Ohio is seeking a Client Service Manager to provide exemplary service to clients, manage client experiences, and build relationships. The ideal candidate is organized, detail-oriented, and proficient in communication. Responsibilities include onboarding new clients, executing investment documents, and assisting with family office services. Competitive salary and benefits offered.