Senior Client Service Associate
Gryphon Financial Partners
Benefits: 401(k) 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 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 #J-18808-Ljbffr
- ...professionals for this role. JOB DESCRIPTION The J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the...SeniorMonday to FridayShift work
$20 - $25 per hour
...Part‑Time Client Services Associate 25 hrs/week • Tuesday‑Thursday/Flexible • 9:00 AM - 5:00 PM • In Office Who Are We? Harmony Wealth Advisors is a Worthington‑based, independent investment and wealth management practice providing fiduciary, fee‑based active management...SuggestedHourly payPart timeWork at officeImmediate startFlexible hours- ...Exceptional attention to detail Dependable and service-oriented mindset Self-motivated with the... ...Key Responsibilities: Engage internal clients through both inbound and outbound phone... ...in a fast‑paced, evolving environment Seniority level: Entry level Employment type:...SuggestedContract work
- The Vanguard Group is seeking a Client Service Excellence Center associate to support clients by handling inbound calls related to account needs. This fully remote role must be performed from within Ohio and involves licensing requirements, with comprehensive training...SuggestedRemote job
- 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...SuggestedWork at office
- Western Alliance Bancorporation seeks a Client Services Onboarding Specialist I to support onboarding and ongoing client service for law firms and fiduciary clients in the Juris Banking Division. You’ll manage onboarding steps, coordinate calls and training, document interactions...
- ...you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining...Work at office
- 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...
- ...most innovative financial organizations. As a Senior Product Associate within the Branch Network - Client Central team, you'll contribute to the team by... ...preferred ABOUT US Chase is a leading financial services firm, helping nearly half of America's households...Senior
- ...flexibility and a schedule tailored to your lifestyle, with room to grow as you develop new skills. You will lead and contribute to client service initiatives, receive mentorship from experienced leaders, and thrive in a supportive environment that values balance between...Remote jobWork from home
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$50k
...Job Description Job Description Client Service Manager/Administrative Assistant *Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At Ameriprise Financial, we...Full timeWork at officeHome office- ...professionals for this role. JOB DESCRIPTION Join our dynamic team to redefine service design, fostering innovative and inclusive customer experiences. As a Service Design Senior Associate in Cash & Check Management (CACM), you will play a pivotal role in developing...Senior
$21.75 - $44.5 per hour
...our 80-year history, delivering excellent service through innovation has been a core part... ...of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position...SeniorHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...professionals for this role. JOB DESCRIPTION As a Client Account Manager, you will act as a point of contact for daily servicing needs of our clients and develop an... ...all asset classes. You will also partner with Senior Client Account Managers to provide similar...Flexible hours
- Chornyak & Associates, Ltd. in Columbus seeks a friendly, professional front office receptionist to support clients, staff, vendors, and visitors by managing front office operations, communications, scheduling, supplies, and mail. This role serves as the first point of...Senior
- ...designated WesBanco location. Consideration for location will be Henderson Rd., Columbus, OH . Summary The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks...Full timeWork experience placementWork at office
- ...work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Services Account Associate at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private...Work at officeLocal areaNight shift
$20.8 - $33.8 per hour
...Healthcare Service Associate Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience... ...consistency, flexibility and visibility are delivered to our clients through our customer first approach. For us, it's more than a...SeniorWeekly payPermanent employmentTemporary workWork experience placementFlexible hours- ...this role. JOB DESCRIPTION As a Private Alternatives Account Manager within the Asset Management's Intermediary Services, you will focus on client relations for registered and private products across alternative asset classes within North America. In addition to...Senior
$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 placementWork at office- ...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...SeniorFlexible hoursNight shift
- ## Senior Bank Teller/Senior Financial Services RepresentativeApplylocations: Columbustime type: Full timeposted on: Posted 4 Days Agojob requisition id:... ...our core purpose: creating "WOW" experiences for our clients. For over 19 years, we've been delivering on this purpose...SeniorWork at officeLocal area
$65k
...Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job Information Job Identification 210640823 Job Category Client Sales Business Unit Asset & Wealth Management Posting Date 07/01/2025, 07:50 PM Locations 1111 Polaris Pkwy, Columbus, OH...Full time$102.5k - $187.9k
Location: Anywhere in Country Job Overview Senior Technology Analyst - Oracle Services Supply Chain sub-practice. Supports large, complex full lifecycle... ...in Oracle applications and technology, advising clients on architecture and implementation of core applications...SeniorFlexible hours$57.12k - $97.92k
...real value for customers. Transform the everyday with us! Our Service Specialists perform assigned tasks on automation systems. Tasks... ...internal service team members including Service Sales, Client Service Managers, Service Coordinators, and RAM Digital Service...SeniorPermanent employmentFull timeFor contractorsWork at officeRemote workNight shift$75k - $85k
...Senior Sales Development Representative This role is in our office... ...to act as an Outbound Call Associate and connect with business... ...makers to educate them on our services and offerings and set First Meetings... ...owners Educate potential clients on our services Set First...SeniorWork at officeWork from homeMonday to Friday2 days per week- A leading recruitment firm in Columbus, Ohio, is seeking a Team Lead Recruitment who will engage internal clients and provide exceptional service throughout the account lifecycle. The ideal candidate has 1-2 years of experience in financial services or customer service,...Contract work
- Crowe is seeking a Senior Tax Manager to lead multiple client service teams within the Lead Tax Services group, delivering innovative tax solutions while mentoring staff and serving as a trusted advisor to clients. The role involves reviewing federal and state returns...Senior
- ...Senior Client Services Representative Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their... ...plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five...SeniorFlexible hours
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