FTWA Senior Client Service Officer

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ABOUT THE ROLE:

Serve as the Senior Client Service Officer (CSO) supporting Fifth Third Wealth Advisors (FTWA) in all aspects of client service to ensure high level client satisfaction, retention, growth, and compliance with all policies and procedures governing investment advisory relationships. This role will interface with Fifth Third Bank Trust and Private Bank partners to ensure seamless client service and support across lines of business.  Responsible for understanding and implementing all internal policies and procedures, and for upholding the highest standards of risk management and client experience.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Client Service:
  • Support FTWA Advisors and be the leader on administration of client investment advisory accounts and all related service activity.
  • Partner with Advisors to retain and grow the client base.
  • Optimize effective and efficient processes to enhance the client experience.
• Account Administration:
  • Onboard new clients, including new account document preparation, account opening, asset transfer, and coordination with outside custodians (e.g., Schwab and Fidelity).
  • Coordinate with FTWA Administration and Operations on account opening, maintenance transactions, and asset transfers.
  • Review daily investment advisory activity and ensure compliance with all processes and procedures.
  • Work with Advisors to ensure all documentation is retained and adheres to all rules, regulations, and internal governance.
  • Partner with clients’ external partners, including attorneys, accountants, and planners.
• Sales Support:
  • Partner with Advisors on client proposals, performance reports and marketing materials to support new business development.
  • Assist with establishing and maintaining client data on Emoney in support of FTWA Wealth Strategy activity.
  • Utilize CRM and other electronic workflow tools.
• Other Duties:
  • Perform other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and FTWA’s mission.

MINIMUM REQUIREMENTS:

• Bachelor’s degree required.
• 5 years of client service or sales experience with high net worth/ultra-high net worth clients.

REQUIRED SKILLS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 5 years of work or practical experience) in:

• Client Relationship Management: Experience in CRM systems, document repositories, and electronic workflow tools.
• Investment and Portfolio Knowledge: General knowledge of investment reporting systems, investment performance calculations, analytics, and basic understanding of investment strategies, markets, and securities.
• Communication: Excellent verbal and written communication skills.
•  Technical Systems: Experience with Black Diamond preferred; basic understanding of portfolio management and trade order management systems (Charles River preferred); basic understanding of custodial systems.
• Travel: Willingness to travel within the bank’s footprint as needed.

SKILLS FOR SUCCESS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 5 years of work or practical experience) in:

• Relationship-Building: Ability to develop and maintain strong relationships with both internal and external partners, fostering trust and collaboration to support client needs and business objectives.
• Collaboration: Proven effectiveness working across teams and functions, leveraging diverse perspectives to achieve shared goals and deliver exceptional client service.
• Attention to Detail & Compliance: Commitment to accuracy and thoroughness in all tasks, with a strong focus on adhering to regulatory requirements and internal policies.
• Adaptability: Flexibility in managing changing priorities and new tasks, demonstrating resilience and a proactive approach to evolving business needs.
• Risk Management & Initiative: Proactive identification and management of risks, taking ownership to address issues and continuously improve processes and outcomes.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets, including you.

FTWA Senior Client Service Officer

Total Base Pay Range 71,100.00 - 145,900.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 

LOCATION -- Virtual, Minnesota 00000

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting.  Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third.  Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.