Team Service Coordinator

What's This Job All About?

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. This individual's physical workspace will be our Midland Office reception area, and this role includes general office coordination/support and reception responsibilities.

What You'll Be Doing:

Reception/Office Coordination/Support:

• Ensure smooth office operations by providing general support and professional, timely phone coverage, using independent judgment to handle client inquiries within company guidelines
• Welcome visitors warmly, assess their needs, and create a positive first impression
• Assemble and distribute documents, presentations, and meeting materials as needed
• Plan and prepare accommodations for all guests and meetings, including the ordering, setup and cleanup of food and beverage service when applicable
• Manage inventory of office and kitchen supplies, ordering and stocking when necessary
• Serve as a local liaison for HR and Marketing on initiatives such as employee gifting, parking, advertising, Salesforce campaigns, marketing events, and community affairs
• Perform effectively and positively in times of high volume and traffic flows
• Provide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust

Client Care:

• Create positive relationships with external clients, third-party vendors and teammates
• Perform administrative duties in support of the Client Centric Team
• Demonstrate decision making ability to problem solve and manage workflow efficiently
• Coordinate and organize internal and external meetings
• Initiate transactions in client accounts including deposits, transfers and disbursements
• Preparation of business letters and various other forms of written communication
• Actively use Salesforce CRM system, including logging client contact, maintaining client accounts, and proactively managing the team's client service standards
• Maintain client files in various software systems
• Manage the prospect-to-client lifecycle process to ensure all steps are completed with accuracy
• Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials, coordinate post-meeting meetings to understand the necessary follow-up tasks and assign due dates and responsible parties
• Prepare and ensure completion of client documentation necessary to meet policy requirements including preparing for monthly Trust Committee meetings
• Actively assist with marketing events and mailings
• Identify and drive process improvements, participating actively in workgroups and assigned projects
• All other duties as assigned

What You Need for this Position:

Bachelor's Degree and a minimum of three years' experience in a professional, multi-faceted office environment with direct client contact delivering consistent and positive first impressions or equivalent education and experience. Prior financial services and customer service experience preferred.