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Team Service Coordinator - Kalamazoo
Customer Service · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, pro-active service to external clients and co-workers. Duties are carrie...18 hours ago on ApplicantPROTools -
Operations Business Process Analyst
Jobs · Greenleaf Trust · Kalamazoo, MIThe Operations Business Process Analyst partners with leadership to model a culture of innovation, positive communication, and division efficiencies. Responsible for system administration for the division through proactive identification and imple...Over 4 weeks ago on ApplicantPoolTools -
Wealth Management Associate
Management & Exec · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? The Wealth Management Associate p rovides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing a...Over 4 weeks ago on ApplicantProTools -
Associate Manager Selection Analyst
Accounting/Finance · Greenleaf Trust · Kalamazoo, MISupport research, analysis, selection and monitoring of third-party investment managers. The Associate role will support work efforts of more senior team members and work with other members of the research team to provide robust manager diligence,...Over 4 weeks ago on ApplicantProTools -
Trust Relationship Officer - Grand Rapids
Jobs · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? Responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. What You'll Be Doing Principal Accountabilities: Client Service Responsible for ...Over 4 weeks ago on ApplicantPoolTools -
Relationship Service Associate - Retirement Plan Division
Jobs · Greenleaf Trust · Kalamazoo, MIThe Relationship Service Associate serves as an assistant for various clients serviced by the Director of the Retirement Plan Division and Relationship Managers. Responsible for administrative support and coordinating the efforts and workflow of t...Over 4 weeks ago on ApplicantProTools -
Trust Relationship Associate - Kalamazoo
Jobs · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and/or custodian and coordinate the effo...Over 4 weeks ago on ApplicantPoolTools