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Full-time
bachelor degree
Posted 9d ago
~40 hrs/week
Responsibilities
The Team Service Coordinator is responsible for managing the front desk reception, coordinating office operations, and supporting client-centric teams with administrative tasks. They will facilitate client meetings, manage documentation, and ensure efficient workflow across various wealth management service functions.
Requirements
Candidates must possess a Bachelor’s degree and at least one year of professional office experience. Prior experience in financial services and customer service is preferred but not required.
Full job description
Team Service Coordinator - Traverse City, 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
Full-time, in-office position seated at the Traverse City reception desk, responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, 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:
Reception/Office Coordination/Support:
Ensure smooth office operations by providing general support and professional, timely 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 Traverse City Market Team Lead, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairs
Maintain the Traverse City Office Calendar, coordinating events and meetings
Coordinate with TC Market Team Lead and Building Manager for TC building needs and usage
Perform effectively under high volume and traffic, maintaining a positive and professional demeanor
Client Care:
Create positive relationships with external clients, third-party vendors and teammates
Coordinate & lead TRO/TSC weekly team meeting
Coordinate & 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
DEI Commitment
Greenleaf Trust is committed to 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 a minimum of one year of 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 Traverse City, Michigan office is required.
Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.
Offices: 211 South Rose Street, Kalamazoo, MI 49007, US · 34977 Woodward Avenue, Suite 200, Birmingham, MI 48009, US · 160 E State St, Suite 200, Traverse City, Michigan 49684, US · 25 Ottawa Ave SW, Grand Rapids, Michigan 49503, US · 4000 Main Street, Suite 150, Bay Harbor, MI 49770, US
Wealth ManagementWealth Management "Goals Based"Trust AdministrationRetirement PlanningRetirement Plan AdministrationEstate SettlementFamily & Foundation ServicesEndowment & Foundation ServicesStrategic Financial PlanningAsset Managment
How much do Customer Service & Support jobs in Michigan pay?
Based on 1142 listings with disclosed salaries, most customer service & support jobs in Michigan pay between $48k–$105k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in Michigan right now?
There are currently 19,709 open customer service & support positions in Michigan listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Michigan?
Companies currently hiring include Domino's, Meijer, Kroger, CVS Health, AutoZone, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Michigan?
Yes — 942 of the 19709 open customer service & support positions offer remote or hybrid work (378 remote, 564 hybrid).
How do I apply for Customer Service & Support jobs in Michigan?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
Customer Service & Support jobs by city in Michigan