Financial Client Services Associate

  • Location: Columbus, OH
  • Type: Full-Time
  • Job #21984


Boulo is recruiting for an Financial Client Service Associate to join our client, an innovative wealth management firm located in Columbus, Ohio. 

Employment Type: Full-time
Flexibility: In-office with family friendly work culture 
Pay: $50,000 – $65,000 
Benefits: Health, Dental, 401K with Match 

Our client is an innovative wealth management firm located in Columbus, Ohio with more than $1.4 billion assets under management catering to high net worth clients. Before founding their current firm in 2014, their core team spent 20+ years working with major Wall Street firms creating investment strategies and wealth management plans for families throughout the United States. They are looking for an outstanding performer and team player to provide exceptional client service and manage day to day aspects of the client experience.

Qualifications of the Financial Client Service Associate:

  • Experience as a Client Service Associate with some knowledge of the financial industry 
  • 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

Responsibilities of the Financial Client Service Associate:

  • Onboarding New Clients
  • Client Service and Maintenance
  • Client Relationship Building
  • Investment Document Execution
  • Family Office Services Assistance
  • Alternative Investment Administration 

**Don't meet every requirement? Studies show that women and people of color sometimes don’t apply for a position that they’re interested in because they are missing a few of the requirements. If this role sounds exciting and you’re missing some requirements, apply anyways! You may have strengths and experiences in other areas that will enable you to thrive in this role and we won't be able to identify you if you don’t apply. You may be just the right candidate.

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