Client Service Representative

4 days ago


Charlotte, North Carolina, United States Fifth Third Bank, N.A. Full time
About the Role

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 support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Assist in the onboarding of new clients, including new account document preparation, new account opening, asset transfer, and coordination with outside custodians.
  • Provide direct communication with clients via email and phone, receiving and resolving client service issues, and assisting in client complaint resolution.
  • Coordinate with Middle Office on account openings, cash transactions, and asset transfers.
  • Actively utilize Life 360 and CRM to ensure relationship teams have a current view of each client's financial situation.
Requirements
  • 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.
What We Offer

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.



  • Charlotte, North Carolina, United States Charlotte Animal Referral & Emergency Full time

    About UsCharlotte Animal Referral & Emergency is a leading provider of emergency and specialty veterinary care in the Charlotte, NC area. Our state-of-the-art hospital is equipped with the latest technology and staffed by a team of experienced veterinarians and support staff.The PositionWe are seeking a highly skilled and compassionate Client Service...


  • Charlotte, North Carolina, United States Charlotte Animal Referral & Emergency Full time

    About UsCharlotte Animal Referral & Emergency is a leading provider of emergency and specialty veterinary care in the Charlotte, NC area. Our state-of-the-art hospital is equipped with the latest technology and staffed by a team of experienced veterinarians and support staff.The PositionWe are seeking a highly skilled and compassionate Client Service...


  • Charlotte, North Carolina, United States Steele Creek Animal Hospital Full time

    About Our TeamWe are a dynamic and compassionate team at Steele Creek Animal Hospital, dedicated to providing exceptional care to our furry patients and their owners. As a Veterinary Client Service Representative, you will play a vital role in our team's success, ensuring that every interaction with our clients is warm, welcoming, and informative.Key...


  • Charlotte, North Carolina, United States Tarheel Linen Service , Inc. Full time

    Customer Service Representative OpportunityWe are seeking a highly motivated and dependable individual to join our team as a Customer Service Representative. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may...


  • Charlotte, North Carolina, United States Charlotte Animal Referral & Emergency Full time

    {"The Position": "We are seeking a skilled Client Service Representative to join our team at Charlotte Animal Referral & Emergency, a 24-hour Emergency and Specialty Referral Hospital in Charlotte, NC.Responsibilities:* Greet clients and patients as they enter the hospital* Answer multi-line telephone* Check patients in as they arrive* Notify technicians...


  • Charlotte, North Carolina, United States Charlotte Animal Referral & Emergency Full time

    About UsCARE | Charlotte Animal Referral & Emergency is a 24-hour Emergency and Specialty Referral Hospital in Charlotte, NC that offers a supportive work environment, excellent benefits, and opportunities for growth. Our hospital provides board-certified specialty services, including Cardiology, Internal Medicine, Neurology, Ophthalmology, Oncology, and...


  • Charlotte, North Carolina, United States Collabera Full time

    Position Overview: Industry - Banking and Financial Services Title - Senior Client Services Representative Duration - 4 months Location - Remote/OnsiteCompensation: $25/hour to $30/hourRole Summary: This position involves managing a variety of treasury solutions, providing assistance to commercial and business banking clients with annual revenues ranging...


  • Charlotte, North Carolina, United States Dexian Full time

    Job Summary:Dexian is seeking a highly skilled Client Services Representative to join our team in Charlotte, NC. As a Complaints Specialist - Series 7 Trading, you will be responsible for providing support services in account management, operations, documentation, customer service, and technical support.Key Responsibilities:Participate in moderately complex...


  • Charlotte, North Carolina, United States Talbots Full time

    About the RoleWe are seeking a highly skilled and motivated Client Specialist Key Holder to join our team at Talbots. As a key member of our store leadership team, you will be responsible for leading and supervising others on occasion, opening and closing the store, and building enduring relationships with customers.Key ResponsibilitiesLeadership and...


  • Charlotte, North Carolina, United States Collabera Full time

    Job OverviewPosition Summary:Industry: Banking and Financial ServicesJob Title: Senior Client Services Representative - Banking SectorContract Duration: 4+ monthsWork Arrangement: Onsite in Charlotte, NCCompensation: $25 to $30 per hourRole Responsibilities:Manage a variety of treasury products, providing support to commercial and business banking clients...


  • Charlotte, North Carolina, United States Pilot Freight Service Full time

    {"Job Title": "Customer Service Representative", "Job Description": "**Job Summary**Pilot Freight Services is seeking a full-time Customer Service Representative to work in our Charlotte Station, located in Charlotte, NC. The hours will be Monday - Friday from 8 am to 5 pm.**Key Responsibilities:**Answer incoming calls and provide excellent customer service...


  • Charlotte, North Carolina, United States Pilot Freight Service Full time

    Job SummaryPilot Freight Services is seeking a full-time Customer Service Representative to work for our Charlotte Station, located in Charlotte, NC. The hours will be Monday - Friday from 8 am to 5 pm.Key Responsibilities:Provide excellent customer service to all callers, answering incoming calls and resolving their inquiries in a timely and professional...


  • Charlotte, North Carolina, United States ARI Full time

    Ambitious professionals are invited to join ARI, a dynamic consulting firm in the heart of the business world. Our management team is dedicated to empowering our employees and promoting a diverse, performance-based work environment that provides everyone an equal chance to succeed.We are seeking an entry-level professional to train as the first point of...


  • Charlotte, North Carolina, United States Marshall & Sterling Inc Full time

    Job SummaryMarshall & Sterling Inc is seeking a highly skilled Commercial Lines Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, building strong relationships, and driving business growth.Key ResponsibilitiesClient Service: Provide prompt and...


  • Charlotte, North Carolina, United States Marsh & McLennan Companies Full time

    Company: Marsh McLennan Agency Position Overview:Marsh McLennan Agency Business Insurance Client Support Representative About Us: At Marsh McLennan Agency (MMA), we pride ourselves on our award-winning and inclusive workplace culture, cultivated through the dedication of exceptional individuals. Our team of over 9,000 talented professionals is committed to...


  • Charlotte, North Carolina, United States Marshall & Sterling Inc Full time

    Job SummaryWe are seeking a highly skilled Commercial Lines Client Service Specialist to join our team at Marshall & Sterling Inc. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, building strong relationships, and driving business growth.Key ResponsibilitiesClient Service: Provide prompt...


  • Charlotte, North Carolina, United States Randstad USA Full time

    Financial Services Call Center RepresentativeWe are seeking a highly skilled and customer-focused Financial Services Call Center Representative to join our team at Randstad USA. As a key member of our financial services team, you will play a vital role in delivering exceptional service to our clients.Key Responsibilities:Respond promptly to inbound calls...


  • Charlotte, North Carolina, United States IBM Full time

    About the RoleWe are seeking a highly skilled System Services Representative to join our team in the Winston-Salem, NC area. As a key member of our technical support team, you will be responsible for providing exceptional service to our clients, ensuring their IT infrastructure runs smoothly and efficiently.Key ResponsibilitiesProvide technical support and...


  • Charlotte, North Carolina, United States Renewal By Andersen Full time

    Position Overview:The Client Engagement Representative plays a crucial role in attracting potential clients through proactive outreach. Acting as the first point of contact in the Renewal by Andersen process, this individual aims to identify and address window and door issues, ultimately generating valuable leads for our Sales Team.This is an exceptional...


  • Charlotte, North Carolina, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.Key...