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Greenleaf Trust · 1 month ago

Family Office Client Service Representative - Grand Rapids, MI

Grand Rapids, MI, Grand Rapids, MI, US

Full-time

Onsite

Entry Level

1+ years exp

Greenleaf Trust is dedicated to providing comprehensive wealth management services, trust administration, and retirement plan services. The Family Office Client Service Representative will provide world-class service to external clients while assisting Family Office team members with various administrative tasks.

FinanceFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Assist with monitoring shared inboxes and directing inquiries accordingly

Plan for accommodations for scheduled FO guests (water, coffee, coats, etc.)

Create positive relationships with external clients and co-workers

Coordinate services with outside vendors and service providers

Develop knowledge of various Family Office software applications including M-Files, QuickBooks, Foundant, and other Family Office tools

Assist with scheduling and coordinating team meetings

Decision making ability to problem-solve and manage workflow efficiently

Preparation of business letters and various other forms of written communication

Assist with the prospect-to-client lifecycle process as needed

Schedule client and/or vendor meetings and assist in the preparation of meeting materials

Develop a basic understanding in key areas such as trust and estate planning, investment management, retirement planning, tax planning and other areas touching the clients’ lives

Assist with event-driven marketing events for Family Office clients

Client contact management; including maintenance of paper files and updating the CRM system for all client contact

Mail sorting and scanning

Front desk backup support

All other duties as assigned