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Team Service Coordinator

Greenleaf Trust Kalamazoo, MI
  • Posted: over a month ago
  • Other

What's This Job All About?

Responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, pro-active service to external clients. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.

What You'll Be Doing

Principal Accountabilities:

  • Create positive relationships with external clients and co-workers
  • Coordinate & lead TRO/TSC weekly team meeting (including packet preparation & service dashboard)
  • Coordinate & lead TRO/TSC/WMA quarterly team meetings (including packet preparation & service dashboard)
  • Use independent judgment to handle phone inquiries from clients, research, and respond as appropriate
  • Decision making ability to problem solve and manage workflow efficiently
  • Preparation of business letters and various other forms of written communications to clients
  • Facilitate processing of deposits and withdrawals
  • Manage the prospect-to-client lifecycle process to ensure all steps are completed
  • Sales support for assigned Trust Relationship Officers and all Wealth Management Advisors
  • Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials, host post-meeting-meetings to understand the necessary follow-up tasks and assign due dates and responsible parties of all.
  • Prepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings
  • Initiate transactions in client accounts including deposits and disbursements
  • Actively participate in event-driven marketing events
  • Client contact management involving keeping paper files and the CRM system updated by filing documents in client files and making entries when client contact is made
  • Identify opportunities for process improvement and innovation
  • Participate as an impactful member of assigned workgroups and projects as assigned
  • Provide general support ("back-up") for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust
  • Perform administrative duties in support of the Client Centric Team
  • All other duties as assigned

What You Need for this Position:

Bachelor's Degree and minimum 1-year professional office experience or equivalent education and experience. Prior financial services and customer service experience preferred, but not required.

Greenleaf Trust

Address

Kalamazoo, MI
USA

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