Client Service Associate Salary at Hyre Personal Wealth Advisors BETA

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

Opening Statement Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all clients and internal stakeholders and colleagues. Description - External The right person for this job takes great enjoyment in: + Assisting and supporting the hospital leadership in developing an efficient, productive team that provides the highest quality care and service to the most pets and clients. + Following Banfield protocols and practices, focusing the team to achieve practice priorities while building our culture and brand. + Day-to-day supervision of the team when called upon and ensuring quality medical care, exceptional client service, associate engagement and max

The Client Mgt Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: Responsible for a portfolio of highest intensity platinum clients acting as their advocate and owning

The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all clients and internal stakeholders and colleagues. Description - External The right person for this job takes great enjoyment in: Assisting and supporting the hospital leadership in developing an efficient, productive team that provides the highest quality care and service to the most pets and clients. Following Banfield protocols and practices, focusing the team to achieve practice priorities while building our culture and brand. Day-to-day supervision of the team when called upon and ensuring quality medical care, exceptional client service, associate engagement and maximum productivity. Helping create an environment whe

Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all clients and internal stakeholders and colleagues. Description - External The right person for this job takes great enjoyment in: Assisting and supporting the hospital leadership in developing an efficient, productive team that provides the highest quality care and service to the most pets and clients. Following Banfield protocols and practices, focusing the team to achieve practice priorities while building our culture and brand. Day-to-day supervision of the team when called upon and ensuring quality medical care, exceptional client service, associate engagement and maximum productivity. Helping create an envi

Client Service & Support Team Member Our client is a successful, growing financial advisory firm that provides family office services to highly successful individuals, their families, and family offices. They have structured training, excellent compensation, great benefits, a flexible career path, and very low turnover. They are building their Client Support Team and are looking for a motivated, inquisitive, organized, and personable individual with a strong interest in the world of finance and a passion for client service to join them as a Client Service Team Member. This is their entry-level position designed to provide support to clients by assisting the Client Advisor Team. Responsibilities include: Providing comprehensive financial advice and servicing clients. Processing transactions (cash flows, purchases, sales, and asset transfers). Preparing for client meetings and responding to client requests. Creating client reports including cash flow, investment performance, investment a

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview Please note: The Achieve Program start date is July 2025. Early starts may occur based on business needs. Are you ready to kick-start your career or transition into a stable industry that is committed to your professional growth? Look no further! Join us at Gallagher and fast-track your career from a Client Service Associate to a Client Service Manager through our Achieve Program. Th

Job Description Job Description Job Description: Client Support Service Professionals manage incoming phone calls related to various service inquiries on client accounts. Representatives must provide accurate and efficient responses while consistently meeting key performance metrics. Support areas include cash management products and services, online and mobile banking platforms, and general financial or account-related inquiries. Successful candidates will be highly professional, career-focused, and dedicated to delivering exceptional service. Ability to thrive in a fast-paced, team-oriented environment. Strong multitasking skills with the ability to adapt quickly to changes in a dynamic financial service setting.