Senior Client Service Officer
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Job Description
Senior Client Service Officer supporting Fifth Third Bank wealth advisors with trust administration, client onboarding, and fiduciary compliance. Managing client relationships, account operations, and sales support.
Responsibilities:
- 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
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