Senior Client Service Officer

Job not on LinkedIn

🔥 8 minutes ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $71.1k - $145.9k / year

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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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

• Serve as administrative officer supporting Fifth Third Wealth Advisors in servicing their client base • Support Bank trust advisors and administrators with administration of clients’ trusts • Partner with Fifth Third Wealth Advisors to retain the client base and optimize processes and client experience • Onboard new clients, including new account document preparation, account opening, asset transfer, and coordination with outside custodians such as Schwab and Fidelity • Coordinate with Middle Office on account opening, cash transactions, and asset transfers • Review daily fiduciary activity • Ensure compliance with processes, procedures, rules, regulations, and internal governance • Ensure client documentation is retained • Build relationships with clients’ external partners, including attorneys, accountants, and planners • Support client proposals and marketing materials for new business development • Establish and maintain client accounts on Life 360 • Utilize CRM • Identify, assess, manage, monitor, and report risks while operating within the firm’s and Bank’s risk appetite

🎯 Requirements

• Bachelor’s degree required • 3-5 years of client service/sales experience with high net worth/ultra high net worth clients • Excellent verbal and written communication skills • Advent Portfolio Exchange (APX) experience preferred • Experience in client relationship management systems (CRM), document repositories, and electronic workflow tools • General knowledge of investment reporting systems, investment performance calculations and analytics • Basic understanding of investment strategies, markets, securities, ratings, etc. • Basic understanding of portfolio management and trade order management systems; Charles River investment system preferred • Basic understanding of custodial systems • Travel within footprint as needed

🏖️ Benefits

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