Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC

Job Description

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

 

Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Senior Client Service Associate in Columbus, OH vacancy
  •  ...Competitive salary Dental insurance Health insurance Paid time off Vision insurance 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... 
    Senior
    Work at office

    Gryphon Financial Partners

    Columbus, OH
    1 day ago
  • Compass Financial Group, Inc. is seeking a Senior Registered Client Associate in Dublin, Ohio, to support advisors and enhance the client experience...  ...should have over three years of experience in financial services and proficiency with Microsoft Office. This role... 
    Senior
    Work at office

    Compass Financial Group, Inc.

    Dublin, OH
    1 day ago
  •  ...someone who thrives in a welcoming, customer service-oriented environment with excellent...  ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who... 
    Suggested
    Hourly pay
    Flexible hours

    Jackson Hewitt

    Columbus, OH
    1 day ago
  •  ...Management Associate Step into a dynamic role where you'll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management...  ...Management Associate supporting the Head of Client Service Asset Management – Americas, you will... 
    Suggested
    Immediate start

    Chase

    Columbus, OH
    2 days ago
  • TwinThread is seeking a Management Associate to support the Head of Client Service Asset Management. You will collaborate with senior leaders to execute strategic projects while solving business challenges. Your key responsibilities include defining project needs, analyzing... 
    Suggested

    Aumni

    Columbus, OH
    5 days ago
  •  ...Client Service Associate At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure every client... 
    Work experience placement
    Live out
    Work at office
    Local area
    Flexible hours
    Shift work

    Arthur J Gallagher & Co

    Columbus, OH
    2 days ago
  • $25 - $38.46 per hour

    ## Key Private Bank Client Service AssociateApplylocations: Columbus, OHtime type: Full timeposted on: Posted Todaytime left to apply: End...  ...3rd Street, Columbus Ohio**Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing... 
    Hourly pay
    Work experience placement
    Bank staff
    Work at office
    Flexible hours

    KeyCorp

    Columbus, OH
    1 day ago
  • $25 - $38.46 per hour

     ...KeyCorp is seeking a Client Service Associate for the Key Private Bank in Columbus, OH. This role supports the sales team by ensuring efficient service and problem resolution for high-net-worth clients. The Associate will collaborate with various team members to deliver... 
    Hourly pay

    KeyCorp

    Columbus, OH
    1 day ago
  • JPMorganChase is seeking a Private Client Investment Associate in Westerville, Ohio. This role involves providing operational support and enhancing client relationships within our Consumer Banking division. You will collaborate with Advisors to manage client accounts, ensure... 

    JPMorganChase

    Westerville, OH
    5 days ago
  •  ...outcomes. Changing lives. We help our clients align ambition with assets, bring...  ...combine the breadth of a global firm with the service offering of family office to deliver solutions...  ...AlTi is looking for a Client Service Associate to join our centralized team in our... 
    Full time
    Work at office

    Randstad USA

    Delaware, OH
    8 hours ago
  • Senior Registered Client Associate - Flexible FTE Flexible Full-Time Employment (FTE) Hours built to suit the right candidate Are you an operations...  ...Investment Advisor (RIA) looking for a Senior Client Service & Operations Associate to support our advisors and deliver... 
    Senior
    Full time
    Work at office
    Flexible hours

    Compass Financial Group, Inc.

    Dublin, OH
    5 days ago
  •  ...research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. Senior Product Associate - Branch Network - Client Central You will contribute to the team by leveraging your expertise in product development and optimization... 
    Senior

    JPMorganChase

    Columbus, OH
    5 days ago
  •  ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial...  ...the JPMorgan value proposition Provide superior client service by being responsive, thoughtful and making the clients'... 

    Chase

    Columbus, OH
    2 days ago
  • $21.75 - $44.5 per hour

     ...our 80-year history, delivering excellent service through innovation has been a core part...  ...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal...  ...the applicable geographic differential associated with the location at which the position... 
    Senior
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe

    Columbus, OH
    2 days ago
  •  ...JOB DESCRIPTION Day-to-Day: As a Senior Associate - Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring...  ...internal teams, carriers, and clients to drive exceptional service and high retention. You’ll work closely with a mix of... 
    Senior

    Insight Global

    Columbus, OH
    1 day ago
  •  ...Healthcare Senior Service Associate The primary component of our Healthcare team is order fulfillment, including receipt of our customers'...  ...consistency, flexibility and visibility are delivered to our clients through our customer first approach. For us, it's more than... 
    Senior
    Weekly pay
    Permanent employment

    UPS US

    Columbus, OH
    2 days ago
  • Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work...  ...leadership. Over our 80‑year history, delivering excellent service through innovation has been a core part of our DNA... 
    Senior
    Contract work
    Work at office
    Local area
    Shift work

    Crowe

    Columbus, OH
    4 days ago
  •  ...Healthcare Senior Service Associate The primary component of our Healthcare team is order fulfillment, including receipt of our customers'...  ...consistency, flexibility and visibility are delivered to our clients through our customer first approach. For us, it's more than... 
    Senior
    Weekly pay
    Permanent employment

    UPS

    Columbus, OH
    2 days ago
  • $50k

     ...Job Description Job Description Client Service Manager/Administrative Assistant  Dublin, OH | Full-Time (In-Office) About Us At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our... 
    Full time
    Work at office
    Home office

    Ameriprise Financial

    Dublin, OH
    7 days ago
  • $45k - $65k

     ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks...  ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... 
    Work experience placement
    Work at office

    Raymond James

    Dublin, OH
    more than 2 months ago
  • $60k

    A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Wilmington, Delaware. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued... 
    Permanent employment
    Temporary work
    Work experience placement
    Shift work
    Delaware, OH
    14 days ago
  •  ...First Merchants is seeking a Senior Customer Relationship Representative...  ...and meaningful customer service experience by accurately...  ...future financial needs of bank clients. They are responsible for meeting...  ...Representatives and Service Associates. Support execution of the... 
    Senior
    Flexible hours
    Night shift

    First Merchants Bank

    Columbus, OH
    3 days ago
  •  ...Client Account Manager Join JP Morgan Asset Management, where your expertise as a Client...  ...cornerstone of delivering unparalleled service to our esteemed institutional clients!...  ...Account Manager you will also partner with Senior Client Account Managers to provide similar... 
    Flexible hours

    Chase

    Columbus, OH
    4 days ago
  •  ...Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail...  ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,... 

    JPMorganChase

    Columbus, OH
    22 hours ago
  •  ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail...  ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,... 

    Chase

    Columbus, OH
    1 day ago
  • $72k - $184.44k

     ...: Up to 20% At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions. These individuals...  ...reporting services for family office clients. As a Senior Associate, you will analyze complex problems, mentor... 
    Senior
    Full time
    H1b
    Work at office

    PwC

    Columbus, OH
    4 days ago
  •  ...are actively hiring motivated and professional individuals for our Entry-Level Client Relations Associate position. This is an excellent opportunity for candidates interested in client services, customer support, account management, business development, and professional... 
    Full time
    Work at office
    Immediate start

    TriValley Collective

    Dublin, OH
    4 days ago
  •  ...in Commercial Property & Casualty. The role involves managing client accounts, drafting proposals, and ensuring accurate renewals. Candidates...  ...is required. This is an office-based position focusing on customer service and effective client relationships. #J-18808-Ljbffr... 
    Senior
    Work at office

    World Insurance As

    Columbus, OH
    1 day ago
  • JPMorgan Chase is seeking a Senior Product Associate in Columbus, Ohio to enhance product development and optimization. The role involves leveraging user research and customer feedback while collaborating closely with cross-functional teams to innovate and continually... 
    Senior

    JPMorgan Chase

    Columbus, OH
    5 days ago
  • Crowe in Columbus, Ohio, is looking for a SALT Senior Manager for their Lead Tax Services group. This role involves managing client engagements, providing exceptional service, and developing staff. The ideal candidate will have a Bachelor's in Accounting, relevant certifications... 
    Senior
    Local area

    Crowe

    Columbus, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Service Associate. Be the first to apply!