Senior Client Service Officer

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Assist Fifth Third Wealth Advisors in all facets of client service to guarantee client satisfaction, retention, growth, and compliance.

• Collaborate with Fifth Third Bank Trust and Private Bank partners to deliver seamless client service across various business lines.

• Oversee the administration of client investment advisory accounts and associated service activities.

• Work alongside Advisors to maintain and expand the client base.

• Enhance processes to improve the client experience.

• Facilitate the onboarding of new clients, including document preparation, account setup, asset transfers, and collaboration with external custodians such as Schwab and Fidelity.

• Coordinate with FTWA Administration and Operations regarding account initiation, maintenance transactions, and asset transfers.

• Monitor daily investment advisory activities for compliance with established processes and procedures.

• Ensure that documentation is preserved and complies with relevant rules, regulations, and internal governance standards.

• Collaborate with clients’ external attorneys, accountants, and planners.

• Assist with client proposals, performance reports, and marketing materials for new business development efforts.

• Create and maintain client data on Emoney.

• Utilize CRM and electronic workflow tools effectively.

• Perform additional duties as assigned and adapt to shifting priorities.

⛳️ Requirements

• Bachelor’s degree is mandatory.

• A minimum of 5 years of client service or sales experience with high net worth or ultra-high net worth clients.

• Intermediate knowledge of CRM systems, document repositories, and electronic workflow tools.

• General understanding of investment reporting systems, investment performance calculations, analytics, investment strategies, markets, and securities.

• Exceptional verbal and written communication abilities.

• Experience with Black Diamond is preferred.

• Basic knowledge of portfolio management and trade order management systems; Charles River is preferred.

• Basic understanding of custodial systems.

• Willingness to travel as required within the bank’s footprint.

• Capacity to develop and sustain strong relationships with both internal and external partners.

• Proven ability to collaborate effectively across teams and functions.

• Strong commitment to accuracy, thoroughness, and regulatory compliance.

• Adaptability in managing changing priorities and new tasks.

• Proactive in identifying and managing risks.

🏝️ Benefits

• Comprehensive benefits programs that promote physical, financial, emotional, and social well-being.

• Eligibility for an incentive compensation plan based on company, line of business, and/or individual performance.