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Senior Trust Relationship Manager

Greenleaf Trust, Kalamazoo, MI, United States


A wealth management firm in Kalamazoo is seeking an experienced professional to manage client relationships and provide fiduciary services. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in estate planning or trust administration. Responsibilities include developing personalized wealth management plans, overseeing account management, and ensuring compliance with fiduciary standards. The position also involves working closely with team members to enhance client satisfaction and support service delivery. #J-18808-Ljbffr