Relationship Manager

2 weeks ago

Wauwatosa, Wisconsin, United States MTC Holding Corporation Full time
Job Details

Job Type: Full-time

Location: Wauwatosa, WI

Description

The Relationship Coordinator plays a vital role in providing exceptional service to our institutional trust services clients. As a key member of our team, you will be responsible for managing client relationships, ensuring client satisfaction, and facilitating seamless communication between clients and our internal team.

We offer a comprehensive benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave, and paid holidays. We also pay 100% of 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 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.
  • 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 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+ years of client coordination or relationship experience preferred.

MTC Holding Corporation is an Equal Opportunity Employer.

  • Property and Casualty Client Manager

    3 weeks ago

    Wauwatosa, Wisconsin, United States Wisconsin Collaborative for Healthcare Quality Full time

    About the RoleWe are seeking a highly skilled Property and Casualty Client Manager to join our team at Wisconsin Collaborative for Healthcare Quality. As a key member of our organization, you will be responsible for managing client relationships, providing exceptional service, and driving business growth.Key ResponsibilitiesClient Relationship Management:...

  • Property Manager

    11 hours ago

    Wauwatosa, Wisconsin, United States Oakbrook Corporation Full time

    About the RoleWe are seeking a highly skilled Property Manager to join our team at Oakbrook Corporation. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our properties, including leasing, rent collection, and tenant relations.Key ResponsibilitiesOversee property maintenance and repairsManage tenant relations...

  • **Lead Store Manager**, **Store Manager**, **Retail Manager**, **Business Development Manager**, **Operations Manager**

    4 weeks ago

    Wauwatosa, Wisconsin, United States Starbucks | WI Full time

    About the RoleWe are seeking a highly motivated and experienced Store Manager to join our team at Starbucks | WI. As a Store Manager, you will be responsible for leading a team of retail professionals to deliver exceptional customer experiences and drive business growth.Key ResponsibilitiesLead a High-Performing TeamRecruit, train, and develop a team of...

  • Real Estate Operations Manager

    4 weeks ago

    Wauwatosa, Wisconsin, United States Oakbrook Corporation Full time

    JOB OVERVIEWOakbrook Corporation is in search of a skilled Real Estate Operations Manager who excels in communication. The ideal candidate recognizes that tenant satisfaction is paramount in our industry. Successful managers foster positive relationships with residents by delivering exceptional customer service. They consistently exhibit thoroughness,...

  • Real Estate Operations Manager

    4 weeks ago

    Wauwatosa, Wisconsin, United States Oakbrook Corporation Full time

    JOB OVERVIEWOakbrook Corporation is in search of a skilled Real Estate Operations Manager who excels in communication. The ideal candidate recognizes that tenant satisfaction is paramount in our industry. Successful managers foster positive relationships with residents by delivering exceptional customer service. They consistently exhibit thoroughness,...

  • Real Estate Operations Manager

    4 weeks ago

    Wauwatosa, Wisconsin, United States Oakbrook Corporation Full time

    JOB SUMMARYOakbrook Corporation is in search of a skilled Real Estate Operations Manager who excels in communication. The perfect candidate recognizes that tenant satisfaction is paramount in our industry. Successful managers foster positive relationships with residents by delivering exceptional customer service. They consistently exhibit thoroughness,...

  • Store Operations Manager

    4 days ago

    Wauwatosa, Wisconsin, United States Starbucks | WI Full time

    Store Manager Job DescriptionLead a Team of Retail ProfessionalsAs a Store Manager at Starbucks, you will be responsible for leading a team of retail professionals to deliver exceptional customer experiences and drive sales growth. You will be the face of the company, embodying our mission and values, and inspiring your team to do the same.Key...

  • Global Category Manager

    6 days ago

    Wauwatosa, Wisconsin, United States STS Aviation Group Full time

    Job Summary:This role will oversee the development and implementation of strategic initiatives to drive cross-business synergies across a rationalized set of global and regional preferred supplier partners. The ideal candidate will have a strong background in supply chain management, procurement, and supplier quality, with a proven track record of leading...

  • Global Category Manager

    2 weeks ago

    Wauwatosa, Wisconsin, United States STS Aviation Group Full time

    Job Summary:This role will oversee the development and implementation of strategic initiatives to drive cross-business synergies across a rationalized set of global and regional preferred supplier partners. The ideal candidate will have a strong background in supply chain management, procurement, and supplier quality, with a proven track record of leading...

  • Transportation Engineering Senior Manager

    4 weeks ago

    Wauwatosa, Wisconsin, United States Oneida ESC Group Full time

    Oneida Engineering Solutions (OES) provides comprehensive transportation design, construction oversight, and surveying services. Our key clientele includes governmental agencies, municipalities, and private sector developers.The transportation division is composed of design, construction management, and surveying professionals. OES is currently seeking a...

  • Lead Transportation Engineering Manager

    4 weeks ago

    Wauwatosa, Wisconsin, United States Oneida ESC Group Full time

    Oneida Engineering Solutions (OES) provides comprehensive transportation design, construction oversight, and surveying services. Our main clientele includes state departments, local governments, and private sector developers.The transportation division encompasses design, project management, and surveying functions. OES is actively seeking a Senior Manager...

  • Transportation Engineering Senior Manager

    4 weeks ago

    Wauwatosa, Wisconsin, United States Oneida ESC Group Full time

    Oneida Engineering Solutions (OES) specializes in comprehensive transportation design, construction oversight, and surveying services. Our esteemed clientele includes various governmental bodies and private sector developers.The transportation division encompasses design, project management, and surveying. OES is actively seeking a Senior Manager of...

  • Store Manager Trainee

    2 weeks ago

    Wauwatosa, Wisconsin, United States General Nutrition Corporation Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Store Manager Trainee to join our team at General Nutrition Corporation. As a Store Manager Trainee, you will be responsible for learning the overall operations of a retail store and gaining knowledge and competency in financial processes required to manage a retail store.Key...

  • Sales Account Manager

    2 weeks ago

    Wauwatosa, Wisconsin, United States Briggs & Stratton Full time

    Sales Account Manager Job Description **Job Summary** As a Sales Account Manager at Briggs & Stratton, you will be responsible for managing the sales life cycle for specific customers. This includes supporting customer groups through interactive technologies, growing existing customers, and seeking new customer relationships to meet or exceed monthly sales...

  • Account Manager

    1 week ago

    Wauwatosa, Wisconsin, United States Briggs & Stratton Full time

    Job Title: Account ExecutiveAt Briggs & Stratton, we are seeking a highly motivated and results-driven Account Executive to join our team. As an Account Executive, you will be responsible for managing the sales life cycle for specific customers, supporting them through interactive technologies, and growing existing customers while seeking new customer...

  • Property and Casualty Client Manager

    2 weeks ago

    Wauwatosa, Wisconsin, United States Wisconsin Collaborative for Healthcare Quality Full time

    About the RoleWe are seeking a highly skilled Property and Casualty Client Manager to join our team. As a key member of our sales team, you will be responsible for managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership.Key ResponsibilitiesManage assigned books of...

  • Property and Casualty Client Manager

    2 weeks ago

    Wauwatosa, Wisconsin, United States Wisconsin Collaborative for Healthcare Quality Full time

    About the RoleWe are seeking a highly skilled Property and Casualty Client Manager to join our team. As a key member of our sales team, you will be responsible for managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced leadership.Key ResponsibilitiesManage assigned books of...

  • Assistant Store Manager

    2 weeks ago

    Wauwatosa, Wisconsin, United States Pandora Full time

    About the RoleWe are seeking a highly motivated and results-driven Assistant Store Manager to join our Pandora team. As a key member of our store leadership team, you will be responsible for delivering exceptional customer experiences, driving sales growth, and leading a high-performing sales team.Key ResponsibilitiesLead by example, embodying the Pandora...

  • Nurse Case Manager

    1 week ago

    Wauwatosa, Wisconsin, United States DaVita Full time

    About the RoleWe are seeking a skilled and compassionate Registered Nurse to join our team as a Home Hemodialysis RN. As a key member of our healthcare team, you will be responsible for providing high-quality patient care and education to patients with end-stage renal disease.Key ResponsibilitiesProvide comprehensive patient care in an independent setting,...

  • Store Manager in Training Position

    2 weeks ago

    Wauwatosa, Wisconsin, United States GNC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Store Manager in Training to join our team at GNC. As a key member of our retail operations team, you will be responsible for learning the overall operations of a retail store and gaining knowledge and competency in financial processes required to manage a retail store.Key...