Senior Client Service Officer

🔥 5 minutes ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $71.1k - $145.9k / year

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Fifth Third Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1858

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Fifth Third Bank is a diversified financial services company offering a wide range of banking and financial products and services. It provides personal banking solutions such as checking and savings accounts, credit and debit cards, and identity theft protection. Borrowers can access various loans and mortgage options, while investors benefit from investment products like ETFs, mutual funds, and stocks. The bank also provides a robust set of services for businesses and commercial clients, including cash management, treasury management, and specialized lending solutions. Additionally, Fifth Third offers wealth management services with private banking, trust, and estate services. Customers can benefit from Fifth Third's online and mobile banking platforms, enabling them to bank anywhere at any time. Fifth Third Bank is focused on delivering seamless banking experiences with a strong emphasis on customer convenience and security.

📋 Description

• Support Fifth Third Wealth Advisors in all aspects of client service to ensure client satisfaction, retention, growth and compliance • Interface with Fifth Third Bank Trust and Private Bank partners to provide seamless client service across lines of business • Lead administration of client investment advisory accounts and related service activity • Partner with Advisors to retain and grow the client base • Optimize processes to enhance the client experience • Onboard new clients, including document preparation, account opening, asset transfers and coordination with outside custodians such as Schwab and Fidelity • Coordinate with FTWA Administration and Operations on account opening, maintenance transactions and asset transfers • Review daily investment advisory activity for compliance with processes and procedures • Ensure documentation is retained and adheres to rules, regulations and internal governance • Partner with clients’ external attorneys, accountants and planners • Support client proposals, performance reports and marketing materials for new business development • Establish and maintain client data on Emoney • Utilize CRM and electronic workflow tools • Perform other duties as assigned and adapt to changing priorities

🎯 Requirements

• Bachelor’s degree required • 5 years of client service or sales experience with high net worth/ultra-high net worth clients • Intermediate proficiency in CRM systems, document repositories and electronic workflow tools • General knowledge of investment reporting systems, investment performance calculations, analytics, investment strategies, markets and securities • Excellent verbal and written communication skills • Experience with Black Diamond preferred • Basic understanding of portfolio management and trade order management systems; Charles River preferred • Basic understanding of custodial systems • Willingness to travel within the bank’s footprint as needed • Ability to develop and maintain strong relationships with internal and external partners • Proven effectiveness working across teams and functions • Commitment to accuracy, thoroughness and regulatory compliance • Flexibility in managing changing priorities and new tasks • Proactive identification and management of risks

🏖️ Benefits

• Comprehensive benefits programs supporting physical, financial, emotional and social well-being • Incentive compensation plan eligibility based on company, line of business and/or individual performance