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
