Team Service Coordinator - Midland, MI

Greenleaf Trust•Midland, MI

3d•Onsite

About The Position

This is a full-time, in-office position located at the Midland reception desk. The role is responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, the position coordinates 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.

Requirements

Bachelor’s Degree and minimum of three years of professional office experience or equivalent education and experience.
Strong work ethic and team orientation
Strong organizational skills
Effective interpersonal skills (“people skills”); relatable
Excellent verbal and written communication skills
Proficient with MS Office Suite
Ability to work, and problem-solve independently
Proactive, conscientious and reliable
Assertive yet flexible
Analytical skills
Motivated, outgoing self-starter
Committed to EXCELLENT client service standards
Community minded
Organized with keen attention to detail
Ability to multi-task, prioritize and manage workflow efficiently and independently
Ability to learn in a fast-paced environment, both audibly and visually
Open-minded, attentive listener, empathetic
Patient, honest and positive

Nice To Haves

Prior financial services and customer service experience preferred, but not required.

Responsibilities

Ensure smooth office operations by providing general support and professional, timely reception area and phone coverage, using independent judgment to handle phone inquiries from clients, research and respond as appropriate within company guidelines.
Welcome visitors warmly, assess their needs and create a positive first impression.
Plan and prepare accommodations for guests and meetings, maintaining organized, well-equipped conference rooms.
Assemble and distribute documents, presentations and meeting materials as needed.
Facilitate ordering, setup and cleanup for team and client lunches.
Routinely manage and organize office and kitchen supplies to maintain readiness and efficiency.
Coordinate with Managing Director, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairs.
Maintain the Midland Office Calendar, coordinating events and meetings.
Coordinate with Managing Director and Facilities Manager for Midland building needs and usage.
Perform effectively under high volume and traffic, maintaining a positive and professional demeanor.
Create positive relationships with external clients, third-party vendors and teammates.
Coordinate and lead TRO/TSC weekly team meeting.
Coordinate and lead TRO/TSC/WMA quarterly team meetings.
Decision making ability to problem solve and manage workflow efficiently.
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 and host post-meeting-meetings to understand the necessary follow-up tasks, assigning due dates and responsible parties.
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 support marketing events and mailings.
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 workgroups and projects as assigned.
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.