Client Relationship Manager

3 weeks ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time

About the Role:

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We are seeking a skilled Trust Relationship Associate to join our team at Greenleaf Trust. As a key member of our Client Centric Team, you will play a vital role in delivering exceptional client service and supporting the administration of client relationships.

Main Responsibilities:

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  • Collaborate with Senior Trust Relationship Officers to administer agency/retirement/trust accounts
  • Develop expertise in eMoney and use the platform to create visual estate plans for clients
  • Contribute to the preparation of new wealth management plans and provide guidance to clients on estate plan terms
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Team Support:

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  • Provide technical assistance and backup to team members
  • Work closely with Client Centric Team members to address client needs
  • Maintain accurate records of client communications in CRM system
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Fiduciary Excellence:

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  • Oversee communication, disbursements, and other account-related tasks
  • Act in a fiduciary capacity to perform trust administration activities under governing documents
  • Participate in training sessions for TRO's and TSC's
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Purposeful Growth:

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  • Engage in sales/marketing meetings and collaborate with marketing on event execution
  • Pursue active community involvement
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Security Obligations:

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  • Comply with information and physical security policies and procedures
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Qualifications:

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  • Bachelor's degree or higher with 3+ years of experience in estate planning, trust administration, and customer service
  • Experience in client support, wealth management, and trust administration
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Compensation:

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$68,000 - $90,000 per year



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