Client Service Intern
Support Gryphon’s client service team by providing administrative and organizational assistance that strengthens efficiency and client experience. This role directly supports our firm’s purpose of helping make people’s lives better through thoughtful service and well-executed processes.
Key Responsibilities:
- Assist with ongoing client service requests and account maintenance tasks.
- Support client onboarding, prepare account paperwork, track outstanding documentation, and help coordinate follow-up communications.
- Prepare and process investment and custodial documentation accurately and efficiently.
- Assist with document processing, scanning, uploading to secure portals, and organizing workflow pipelines.
- Assist with preparing meeting materials.
- Help maintain accurate records within our CRM system and other internal processes.
- Assist team members with special projects related to client service, operating initiatives, and marketing projects.
- Assist with preparation and coordination of prospect mailers and outreach materials.