Trust Relationship Manager
6 days ago
We 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 clients and our internal team. The ideal candidate will have excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
About UsMidwest Institutional Trust Company is an Equal Opportunity Employer. We offer a comprehensive benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave, and paid holidays. We pay 100% of employee medical and dental insurance premiums and make employer health savings account contributions.
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.
- 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.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
The estimated salary for this role is $60,000 - $80,000 per year, depending on experience and qualifications. We also offer a comprehensive benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave, and paid holidays.
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