Client Service Representative
1 week ago
We are seeking a highly skilled and detail-oriented Client Service Officer to join our team at Fifth Third Bank, N.A. This role will be responsible for providing exceptional client service and administrative support to our clients.
Key Responsibilities- Assist in onboarding new clients, including new account document preparation, new account opening, and asset transfer coordination with outside custodians.
- Provide direct communication with clients via email and phone, and resolve client service issues in a timely and professional manner.
- Work closely with the Fifth Third Wealth Advisor to handle all aspects of client administration, including account openings, transactions, and asset transfers.
- Coordinate with Middle Office on account openings, transactions, and asset transfers.
- Actively utilize Life 360 and CRM to ensure relationship teams have a current view of each client's financial situation.
- Bachelor's degree or minimum 3 years of client service experience.
- Knowledge of investment management strategies, markets, account types, basic estate planning principles, and financial planning.
- Experience with client contact (CRM) systems, document repositories, and electronic workflow management tools.
- Basic understanding of portfolio management and trade order management systems, Charles River trading system preferred.
- Basic understanding of custodial systems, AMtrust, Charles Schwab, and Fidelity preferred.
- Strong client experience skills, internal and external clients, and the ability to work in a team environment.
- Strong written and verbal communication skills.
- Effective time management skills, ability to prioritize and multi-task.
Fifth Third Bank, N.A. 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.
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