Senior Client Service Officer

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

📋 Description

• Act as the administrative officer assisting Fifth Third Wealth Advisors in managing their client accounts.

• Provide support to Bank trust advisors and administrators in the management of clients’ trusts.

• Collaborate with Fifth Third Wealth Advisors to maintain the client base and enhance processes and client experiences.

• Facilitate the onboarding of new clients, which includes preparing documentation for new accounts, account openings, asset transfers, and liaising with external custodians such as Schwab and Fidelity.

• Work with the Middle Office on account openings, cash transactions, and asset transfers.

• Monitor daily fiduciary activities.

• Ensure adherence to processes, procedures, rules, regulations, and internal governance standards.

• Guarantee the retention of client documentation.

• Foster relationships with clients’ external partners, including attorneys, accountants, and planners.

• Assist in preparing client proposals and marketing materials to support new business development.

• Create and maintain client accounts on Life 360.

• Utilize CRM systems effectively.

• Identify, evaluate, manage, monitor, and report risks while adhering to the firm’s and Bank’s risk tolerance.

⛳️ Requirements

• A bachelor’s degree is required.

• 3-5 years of experience in client service or sales, specifically with high net worth or ultra high net worth clients.

• Exceptional verbal and written communication skills are essential.

• Experience with Advent Portfolio Exchange (APX) is preferred.

• Familiarity with client relationship management systems (CRM), document storage, and electronic workflow tools is necessary.

• A general understanding of investment reporting systems, investment performance calculations, and analytics is important.

• Basic knowledge of investment strategies, markets, securities, ratings, etc., is required.

• A foundational understanding of portfolio management and trade order management systems; familiarity with Charles River investment system is preferred.

• Basic knowledge of custodial systems is needed.

• Willingness to travel within the designated footprint as required.

🏝️ Benefits

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

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

• Competitive compensation offerings.