Team Service Coordinator

3 weeks ago

Grand Rapids, United States Greenleaf Trust Full time
Job DescriptionJob Description

What is this job about?

The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive 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 and managing both internal and external client relationships.

What will you do?

▪ Create positive relationships with external clients, third-party vendors and co-workers
▪ Handle both confidential and non-routine information while providing administrative duties in support of the Client Centric Team
▪ Coordinate and organize internal and external meetings
▪ Initiate transactions in client accounts including deposits and disbursements
▪ Prepare business letters and various other forms of written communications to clients
▪ Actively use CRM system, including logging client contact, maintaining client accounts and proactively managing the team's client service standards
▪ 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, host post-meeting-meetings to understand the necessary follow-up tasks and assign due dates and responsible parties
▪ Prepare and ensure completion of client documentation necessary to meet policy requirements including preparing for monthly Trust Committee meetings
▪ Actively assist with marketing events and mailings
▪ Identify opportunities for process improvement and innovation
▪ Participate in continuing education opportunities to remain current with new developments in the
industry
▪ Participate as an impactful member of workgroups and projects as assigned
▪ Reception area support and phone coverage to ensure reception area runs smoothly and calls are handled timely and directed appropriately
▪ Collaborate with security personnel to ensure guests/vendors/maintenance workers have guest passes
▪ Ensure maintenance of the building, intercoms, doors and security cameras, notifying the appropriate personnel in the event of a malfunction
▪ Manage and monitor client parking by ensuring appropriate parking is available and paid
▪ Office and kitchen supplies management
▪ Provide general and administrative backup support for any appropriate position or function within Greenleaf Trust

What do you need to be successful?

▪ Bachelor's Degree and a minimum of one year of experience in a professional, multi-faceted office environment with direct client contact delivering consistent and positive first impressions or equivalent education and experience.
▪ Prior financial services and customer service experience preferred, but not required.

TALENTS, KNOWLEDGE, SKILLS, ABILITIES:
▪ Strong work ethic and team orientation
▪ Strong organizational skills
▪ Proven interpersonal skills ("people skills"); relatable
▪ Excellent verbal and written communication skills
▪ Proficient with MS Office Suite
▪ Experience with Client Relationship Management software
▪ Ability to work and problem-solve independently
▪ Proactive, conscientious and reliable
▪ Assertive yet flexible
▪ Analytical skills
▪ Motivated, outgoing self-starter
▪ Committed to EXCELLENT client service standards
▪ Community minded
▪ Organized with keen attention to detail
▪ Ability to multi-task, prioritize and manage workflow efficiently and independently
▪ Ability to learn in a fast-paced environment, both audibly and visually
▪ Open-minded, attentive listener, empathetic
▪ Patient, honest, confidential and positive

DEI Commitment:
Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization
itself, and the communities in which we serve. We continue to seek out opportunities to give back and
serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team
members to uphold the same expectations.

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