Team Service Coordinator

2 weeks ago

Kalamazoo, United States Greenleaf Trust Full time
Job DescriptionJob Description

What's This Job All About?

The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, pro-active service to external clients and co-workers. 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 teammates
  • Coordinate and lead weekly team meeting with Trust Relationship Officer (TRO), including packet preparation and management of client service dashboards
  • Coordinate and lead quarterly team meetings with TRO and Wealth Management Advisors (WMAs), including packet preparation and management of client service dashboards
  • Use independent judgment to handle phone inquiries from clients and research and respond as appropriate
  • Decision making ability to problem solve and manage workflow efficiently
  • Prepare business letters and various other forms of written communications to clients
  • Manage the prospect-to-client lifecycle process to ensure all steps are completed
  • Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials and host internal follow-up meetings
  • Prepare and ensure completion of client documentation necessary to meet policy requirements, including preparation for monthly Trust Committee meetings
  • Maintenance of client files in various software systems
  • Initiate transactions in client accounts including deposits, transfers and disbursements
  • Assist with phone and reception desk coverage
  • Actively participate in event-driven marketing events
  • Identify and drive forward opportunities for process improvement and innovation
  • Participate as an impactful member of assigned workgroups and projects as assigned
  • Provide general support 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.

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