Team Service Coordinator - Kalamazoo, MI

Who We Are

At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Summary

Responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.

Your Role in Serving Clients and Assisting Divisions Includes

• Create positive relationships with external clients and teammates
• Coordinate & lead TRO/TSC weekly team meeting
• Coordinate & lead TRO/TSC/WMA quarterly team meetings
• Use independent judgment to handle phone inquiries from clients, research, and respond as appropriate
• Decision making ability to problem solve and manage workflow efficiently
• Foundation services to include the coordination of grant requests, meetings and distributions
• Preparation of business letters and various other forms of written communications to clients
• Manage the prospect-to-client lifecycle process to ensure all steps are completed
• Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials, host post-meeting-meetings to understand the necessary follow-up tasks and assign due dates and responsible parties of all
• Prepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings
• Initiate transactions in client accounts, including deposits, transfers and disbursements
• Actively participate in marketing events
• Manage client contact through utilization of Salesforce
• Maintain and update compliance-related documentation
• Identify opportunities for process improvement and innovation and participate as an impactful member of assigned workgroups and projects as assigned
• Assist with coverage of overflow phone calls from the general phone line
• Provide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust
• Perform administrative duties in support of the Client Centric Team
• All other duties as assigned
  
  

DEI Commitment

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

Security Responsibilities

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

Minimum Education / Experience Required

• Bachelor's Degree and minimum 1-year professional office experience or equivalent education and experience.
• Prior financial services and customer service experience preferred, but not required.
  
  

Other

• Regular and predictable attendance in the Kalamazoo, Michigan office is required.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.