IS Client Service Manager

Fifth Third Bancorp
Detroit
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Communication","Problem-solving","Organizational skills","Collaboration"]

Oversee and own client service for assigned institutional clients, serving as the key daily contact to drive retention, loyalty, and satisfaction. Maintain regular communication with FTIS Relationship Managers, use CRM to track interactions, and support meetings, troubleshooting, and issue escalation. Ensure compliance for client documents, administrative reviews, retirement plan filings, testing requirements, and managed participant trust account operations, while managing risk within the bank’s appetite.

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FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

IS Client Service Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Oversee and own client service for assigned institutional clients, serving as the key daily contact to drive retention, loyalty, and satisfaction. Maintain regular communication with FTIS Relationship Managers, use CRM to track interactions, and support meetings, troubleshooting, and issue escalation. Ensure compliance for client documents, administrative reviews, retirement plan filings, testing requirements, and managed participant trust account operations, while managing risk within the bank’s appetite.
Location: Detroit
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Own and drive client retention, satisfaction, and loyalty through proactive day-to-day service excellence for assigned institutional clients.
  • •Serve as the key daily contact, maintain open communication with FTIS Relationship Managers, and track client interactions using CRM.
  • •Ensure compliance of client documents, administrative file reviews, and retirement plan testing and 5500 filings; support corrective distributions and forfeiture handling.
  • •Manage day-to-day operational aspects of Managed Participant Trust Accounts (MPTA), including cash monitoring, asset pricing updates, and coordination with Middle Office when needed.
  • •Manage compliance reviews, risk management, and audits; support implementations for new client and participant services and escalate significant issues with recommendations.

Key Requirements

  • •Bachelor's degree or equivalent work experience; Finance, Accounting, Economics, or Business Administration preferred.
  • •3 years of work experience in the financial services industry, preferably in Institutional Services or related areas.
  • •Strong interpersonal and oral/written communication skills.
  • •Problem-solving and analytical skills with solid organizational skills.
  • •Experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).
Experience:3+ yearsFinancial services
Education:Bachelor's in Finance, Accounting, Economics, or Business Administration
Skills:Interpersonal skillsCommunicationProblem-solvingOrganizational skillsCollaboration
Tech Stack:CRMMicrosoft OfficeWordExcelPowerPointOutlook

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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