Institutional Trust Services Coordinator

3 weeks ago


Milwaukee, Wisconsin, United States MTC Holding Corporation Full time
About the Role

We are currently seeking a highly skilled Institutional Trust Services Coordinator to join our team at MTC Holding Corporation. As a key member of our Institutional Trust Services department, you will be responsible for managing client relationships, ensuring client satisfaction, and facilitating seamless communication between clients and our internal team.

The ideal candidate will have a strong background in client relationship management, preferably within the financial services industry. You will possess excellent organizational skills and attention to detail, with the ability to build rapport and trust with clients.

Key Responsibilities:

  • Serve as the primary point of contact for institutional trust services clients, addressing inquiries, and providing timely and accurate information.
  • Develop and maintain strong relationships 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.
  • Collaborate with internal teams, including operations, legal, and compliance to address client requests and resolve issues efficiently and effectively.
  • Prepare and deliver client reports, presentations, and performance reviews as needed.

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 manage multiple tasks and priorities effectively.

Salary: $65,000 - $85,000 per year (depending on experience)



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