Client Relationship Manager
3 weeks ago
About the Role:
">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:
">- 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
Team Support:
">- 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
Fiduciary Excellence:
">- 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
Purposeful Growth:
">- Engage in sales/marketing meetings and collaborate with marketing on event execution
- Pursue active community involvement
Security Obligations:
">- Comply with information and physical security policies and procedures
Qualifications:
">- 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
Compensation:
">$68,000 - $90,000 per year
-
Client Relationship Manager
2 weeks ago
Kalamazoo, Michigan, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is a leading financial services institution, and our Relationship Manager I role is a critical position in our Healthcare Business Banking organization.The successful candidate will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and developing...
-
Landscaping Client Relationship Manager
3 weeks ago
Kalamazoo, Michigan, United States Business Resources One Full timeJob OverviewThe Client Relationship Manager is a critical role in delivering exceptional customer experiences, driving client satisfaction, and maximizing revenue per client. Based in Kalamazoo, MI, this position plays a key part in differentiating our company from competitors.About the RoleThis Account Management and Retention specialist will act as the...
-
Client Growth Manager
3 days ago
Kalamazoo, Michigan, United States PNC Financial Services Group Full timeKey ResponsibilitiesDevelop and implement effective strategies to acquire and retain client relationships, driving revenue growth and market share.Handle relationship management activities, including origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.Identify and mitigate different types of risk,...
-
Client Experience Manager
1 day ago
Kalamazoo, Michigan, United States Mr Handyman Full timeJob Title: Client Experience ManagerWe are seeking an experienced Client Experience Manager to join our team. As a key member of our operations team, you will play a critical role in delivering exceptional customer service and driving business growth.Main Responsibilities:Day-to-day management of office operations, including phones, receiving, and inventory...
-
Trust Relationship Officer
3 weeks ago
Kalamazoo, Michigan, United States Greenleaf Trust Full timeJob OverviewAs a Trust Relationship Officer at Greenleaf Trust, you will play a vital role in managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. This position requires strong communication skills, attention to detail, and the ability to work effectively with clients and other stakeholders.The...
-
Customer Relationship Manager
4 weeks ago
Kalamazoo, Michigan, United States Stan Ellis - State Farm Agent Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as an Assistant Office Manager. In this role, you will be responsible for delivering exceptional customer service, developing leads, and identifying opportunities to grow our business.Main Responsibilities:Establish and maintain strong relationships with customers,...
-
Relationship Building Specialist
3 days ago
Kalamazoo, Michigan, United States PNC Financial Services Group Full timeJob OverviewWe are seeking a skilled Relationship Manager I to join our Healthcare Business Banking organization in Southwestern Michigan or Northern Indiana. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, growing sales, and increasing revenue.
-
Client Trust Advisor
4 weeks ago
Kalamazoo, Michigan, United States Greenleaf Trust Full timeAbout the RoleWe are seeking an experienced Trust Relationship Officer to join our team at Greenleaf Trust. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance on trust and estate planning, and ensuring seamless delivery of our services.The...
-
Client Experience Specialist Landscaping
3 weeks ago
Kalamazoo, Michigan, United States Business Resources One Full timeJob DescriptionWe are seeking an experienced Landscaping Client Relationship Manager to join our team in Kalamazoo, MI. As the primary point of contact for clients, you will play a critical role in delivering exceptional customer experiences, driving client satisfaction, and maximizing revenue per client.About the RoleThe ideal candidate will have sufficient...
-
Account Manager for Landscaping Services
3 weeks ago
Kalamazoo, Michigan, United States Business Resources One Full timeAccount Manager Position SummaryWe are seeking an experienced Account Manager to join our team at Business Resources One. In this role, you will be responsible for managing client relationships and driving revenue growth. The ideal candidate will have a strong understanding of the landscaping industry and excellent communication skills.Duties and...
-
Pharmaceutical Account Manager
3 weeks ago
Kalamazoo, Michigan, United States Cube Management Full timeAbout Us:Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market, and global companies in various sectors. We provide holistic solutions that drive revenue and profit success by combining Strategy, Process, and People.Join Our Team:We're looking for a Pharmaceutical Account Manager to join our team. As a key member of...
-
Highly Skilled Insurance Portfolio Manager
1 month ago
Kalamazoo, Michigan, United States GPAC Full timeAbout UsWe are a dynamic insurance company that values innovation, teamwork, and the well-being of our employees. Our mission is to provide peace of mind through top-notch insurance solutions.Job SummaryWe are seeking a highly skilled Insurance Portfolio Manager to join our team. As a Personal Lines Account Manager, you will be responsible for managing a...
-
Private Client Service Specialist
5 days ago
Kalamazoo, Michigan, United States Oppenheimer & Co. Inc. Full timeKey Responsibilities:Provide administrative support, including document creation, maintenance, and editingCalendar management and coordination of meetingsDatabase management and client interactionPerform special projects as assigned
-
Territory Development Manager
3 weeks ago
Kalamazoo, Michigan, United States Great Lakes Skilled Trades Full timeAbout the RoleWe are seeking a skilled Territory Manager to join our Kalamazoo, MI office. As a Territory Manager, you will be responsible for developing and maintaining relationships with clients in your assigned territory, identifying business opportunities and providing solutions to meet their staffing needs.The successful candidate will have a proven...
-
Insurance Account Manager
3 days ago
Kalamazoo, Michigan, United States Acrisure Full timeJob OverviewAcrisure is a global leader in the financial services industry, leveraging technology and human expertise to deliver innovative solutions to businesses and individuals worldwide. As a Commercial Lines Customer Service Representative, you will play a critical role in delivering exceptional service to our clients, fostering strong relationships,...
-
Client Relations Specialist
3 weeks ago
Kalamazoo, Michigan, United States Business Resources One Full timeAbout the RoleIn this Account Manager position, you will play a key part in ensuring client satisfaction and maximizing revenue per client. You will act as the client's single point of contact and work closely with our team to achieve customer experience and retention objectives.Key ResponsibilitiesEnhance customer experience through proactive issue...
-
Custom Project Manager
4 weeks ago
Kalamazoo, Michigan, United States Landscape Forms Full timeAbout the RoleWe are looking for an experienced Market Specialist who can implement our Go-To-Market Strategy, understand and communicate the Studio 431 value proposition, and build strong relationships with targeted clients in core markets.The ideal candidate will have a bachelor's degree in architecture, construction management, engineering, or a related...
-
State Farm Account Manager
1 day ago
Kalamazoo, Michigan, United States Lance Greer - State Farm Agent Full timeAbout the JobLance Greer - State Farm Agent is seeking a talented State Farm Account Manager to join our team. In this role, you will be responsible for managing customer relationships, identifying customer needs, and delivering tailored solutions.About the PositionThe ideal candidate will possess excellent communication skills, a customer-centric mindset,...
-
Senior Data Quality Manager
3 weeks ago
Kalamazoo, Michigan, United States Level Data LLC Full timeThe Opportunity:We're seeking a highly skilled Senior Customer Success Manager to join our State Implementations team at LevelData. As a key member of our team, you will be responsible for project managing and driving data excellence.GRR and NRR Impact:You're adept at delivering measurable results in a State Department of Education (DOE) or similar...
-
Wealth Management Specialist
5 days ago
Kalamazoo, Michigan, United States Principal Full timeCompensation and Benefits:$76,000 estimated annual salary.Job Description:This role involves working directly with clients to compile financial profiles, providing sound financial advice, and developing long-term relationships.Key Skills and Qualifications:Excellent communication and math skills.Ability to build strong client relationships.Bachelor's degree...