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Sr Client Associate Jobs Near Me

Senior Client Bookkeeper

Columbus, OH · On-site +1

$47K - $63K/yr

Position Summary The Senior Client Bookkeeper performs execution-focused bookkeeping services for ... Associate's degree in accounting, finance, or a related field, and 3-5 years of progressive ...

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Sr Client Associate information

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A map of the United States highlighting the number of Sr Client Associate job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Sr Client Associate job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Senior Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC

Columbus, OH • On-site

Full-time

Re-posted 11 hours ago


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