Officer, Relationship Coordinator

5 days ago


Milwaukee, United States MTC Holding Corporation Full time

Job Details

Job Type

Full-time

Wauwatosa, WI

Description

The Relationship Coordinator specializes in in providing exceptional service to our institutional trust services clients. In the role, the individual is responsible for managing client relationships, ensuring client satisfactions, and facilitating seamless communication between clients and our internal team,

We offer an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays. We pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions.

Essential Duties

  • Serve as the primary point of contact for institutional trust services clients, addressing inquiries, and providing timely and accurate information.
  • Develop and maintain strong relationship with clients to understand their needs, preferences, and objectives.
  • Coordinate client onboarding processes, including gathering necessary documentation and facilitating communication with internal departments.
  • Proactively identify opportunities to enhance client satisfaction and loyalty through value-added services and solutions.
  • Collaborates with internal teams, including operations, legal, and compliance to address client requests and resolve issues efficiently and effectively.
  • Prepare and deliver client reports, presentation, and performance reviews as needed.
  • Stay informed about industry trends, regulatory changes, and competitive offerings to provide insights and recommendations to clients.
  • Assist in the development and implementation of client service strategies to drive retention and growth.
  • Regularly review internal reporting to confirm relationship coding is accurate with client service model.
Requirements
  • Bachelor's degree in business, finance, or a related field or the equivalent industry work experience.
  • Previous experience in client relationship management, preferably within the financial services industry.
  • Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
  • Excellent organizational skills and attention to detail, with the ability to build rapport and trust with clients.
  • Ability to manage multiple tasks and priorities effectively.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
  • Knowledge of institutional trust services and fiduciary responsibility is preferred but not required.
  • Ability to work independently as well as collaboratively within a team environment.
  • Commitment to delivering exceptional service and exceeding client expectations.
  • 2-4 years of client coordination or relationship experience.
  • 4+ year's client coordination or relationship experience preferred.

Midwest Institutional Trust Company is an Equal Opportunity Employer.

  • Milwaukee, United States MTC Holding Corporation Full time

    Job Details Job Type Full-time Wauwatosa, WI Description The Relationship Coordinator specializes in in providing exceptional service to our institutional trust services clients. In the role, the individual is responsible for managing client relationships, ensuring client satisfactions, and facilitating seamless communication between clients and our internal...


  • Milwaukee, Wisconsin, United States UMOS HEAD START Full time

    About UMOS HEAD STARTUMOS Head Start is a leading organization dedicated to providing high-quality educational and social services to children and families in need. Our team of passionate professionals is committed to making a positive impact in our community.Job SummaryWe are seeking an experienced Senior Executive Administrator to join our team. The...


  • Milwaukee, Wisconsin, United States CDM Smith, Inc. Full time

    About the Role:We are seeking a highly skilled and organized Senior Office Coordinator to join our team at CDM Smith, Inc.Job Summary:The ideal candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment. Key responsibilities include coordinating production needs, formatting...


  • Milwaukee, Wisconsin, United States La Causa, Inc Full time

    Our company, La Causa, Inc., is dedicated to providing exceptional administrative support services. As an Entry-Level Office Coordinator, you will be responsible for performing a variety of administrative tasks, including reception duties, maintaining records and databases, and coordinating meetings and events. We are seeking a highly organized and...


  • Milwaukee, Wisconsin, United States MTC Holding Corporation Full time

    Job SummaryWe are seeking a highly skilled Trust Relationship Manager to join our team at Midwest Institutional Trust Company. This is a full-time position based in Wauwatosa, WI.About the RoleThe Trust Relationship Manager will be responsible for managing client relationships, ensuring client satisfaction, and facilitating seamless communication between...

  • Office Manager

    1 day ago


    Milwaukee, United States Hope Schools Full time

    Description Job Purpose Under the direction of the School Operations Manager or Director, the Office Manager will operate a welcoming and efficient front desk and will support systematic processes for a growing the school and organization. S/he will contribute to making sure that the school operations and communications are running smoothly. The Office...


  • Milwaukee, Wisconsin, United States Landaas & Company, LLC Full time

    Job SummaryWe are seeking a skilled Customer Service Coordinator to join our team in downtown Milwaukee. This role is perfect for individuals who enjoy working with clients and have excellent communication skills.About the CompanyLandaas & Company, LLC is a customer-focused wealth management firm that prioritizes teamwork and personalized service. Our firm...

  • Office Manager

    3 weeks ago


    Milwaukee, United States Hope Christian Schools Full time

    Job Purpose Under the direction of the School Operations Manager or Director, the Office Manager will operate a welcoming and efficient front desk and will support systematic processes for a growing the school and organization. S/he will contribute to making sure that the school operations and communications are running smoothly. The Office Manager will work...

  • Office Manager

    4 weeks ago


    Milwaukee, United States Hope Christian Schools Full time

    Job Purpose Under the direction of the School Operations Manager or Director, the Office Manager will operate a welcoming and efficient front desk and will support systematic processes for a growing the school and organization. S/he will contribute to making sure that the school operations and communications are running smoothly. The Office Manager will work...

  • Office Manager

    1 month ago


    milwaukee, United States Smart IT Frame LLC Full time

    Dear,Greetings from Smart IT Frame, Hope you are doing well!!!Smart IT Frame specializes in enabling you with your most critical line of resources. Whether it’s for permanent staffing, contract staffing, contract-to-hire or executive search, we understand the importance of delivering the most suitable talent; on time and within budget. With our Core focus...

  • Front Office Manager

    1 month ago


    milwaukee, United States Smart IT Frame LLC Full time

    Dear, Greetings from Smart IT Frame, Hope you are doing well!!! Smart IT Frame specializes in enabling you with your most critical line of resources. Whether it’s for permanent staffing, contract staffing, contract-to-hire or executive search, we understand the importance of delivering the most suitable talent; on time and within budget. With our Core...

  • Front Office Manager

    1 month ago


    Milwaukee, United States Smart IT Frame LLC Full time

    Dear, Greetings from Smart IT Frame, Hope you are doing well!!! Smart IT Frame specializes in enabling you with your most critical line of resources. Whether it’s for permanent staffing, contract staffing, contract-to-hire or executive search, we understand the importance of delivering the most suitable talent; on time and within budget. With our Core...


  • Milwaukee, Wisconsin, United States RAYUS Radiology Full time

    At RAYUS Radiology, we offer a competitive salary of $60,000 per year for our Float Front Office Associate role. This position is full-time with shifts varying from 6:30am-10:30pm Monday-Friday, including up to 3 weekend day shifts per year.Job SummaryWe are seeking a detail-oriented and customer-focused individual to join our team as a Float Front Office...


  • Milwaukee, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of an Assistant Trust Officer to add value to our team in the Financial Services industry, based in Milwaukee, Wisconsin, 53204, United States. This role offers a contract to permanent employment opportunity. As an Assistant Trust Officer, you will be instrumental in supporting trust administration, managing...


  • Milwaukee, United States Eastridge Workforce Solutions Full time

    Overview: We are seeking a highly organized and proactive Tactical HR Coordinator/Assistant to support our HR department within a dynamic manufacturing environment. This role is crucial in assisting with day-to-day HR operations, ensuring smooth HR processes, and enhancing workforce engagement. The Tactical HR Coordinator/Assistant will work closely with HR...


  • Milwaukee, Wisconsin, United States Medical College of Wisconsin Full time

    About the PositionThe Medical College of Wisconsin (MCW) is seeking a highly skilled Research Reliance Coordinator to join our Human Research Protection Program Office. In this role, you will play a critical part in facilitating life-saving biomedical research by ensuring compliance with federal regulations and institutional policies.Key...


  • Milwaukee, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...


  • Milwaukee, Wisconsin, United States MDS Fulfillment, Inc. Full time

    Job OverviewMDS Fulfillment, Inc. is seeking a skilled Distribution Coordinator to join our team in Milwaukee, WI or Phoenix, AZ.This salaried position offers a competitive salary of $45K-$49K annually, along with benefits such as medical insurance, 401K, and vacation/sick time starting from day one.Key Responsibilities:Daily Communications: Ensure timely...


  • Milwaukee, United States Johnson Financial Group LLC Full time

    Overview: JOB PURPOSE The Wealth Portfolio Manager Family Office is responsible for the construction, oversight, management and execution of the investment portfolios for complex ultra-high net worth multi-family relationships as assigned. This person is also responsible for clearly communicating portfolio performance and achievement of stated objectives...

  • Legal Coordinator

    3 weeks ago


    Milwaukee, United States Expert Institute Full time

    Location: Milwaukee, WI, USAFull-timeCompany DescriptionExpert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.We connect litigators with top industry...