FTWA Senior Client Service Officer

Fifth Third Bancorp
Minnesota
Workplace: RemoteFull timeUSD 71,100 - 145,900 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Collaboration","Attention to detail","Adaptability"]

Serve as the Senior Client Service Officer for Fifth Third Wealth Advisors, leading administration of investment advisory client accounts to ensure satisfaction, retention, growth, and compliance. Partner with advisors and internal Trust/Private Bank teams to onboard clients, coordinate account openings and transfers, monitor daily advisory activity, and maintain compliant documentation. Support business development with proposals, performance reports, and marketing materials while using CRM and electronic workflow tools.

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Fifth Third Bancorp
Fifth Third Bancorp
12 hours ago

FTWA Senior Client Service Officer

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Last checked: 12 hours agoStatus: Live

Job Summary

Serve as the Senior Client Service Officer for Fifth Third Wealth Advisors, leading administration of investment advisory client accounts to ensure satisfaction, retention, growth, and compliance. Partner with advisors and internal Trust/Private Bank teams to onboard clients, coordinate account openings and transfers, monitor daily advisory activity, and maintain compliant documentation. Support business development with proposals, performance reports, and marketing materials while using CRM and electronic workflow tools.
Location: Minnesota
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Lead administration of client investment advisory accounts and related service activity to support high client satisfaction.
  • •Onboard new clients and coordinate account document preparation, account opening, asset transfer, and outside custodian activities.
  • •Review daily investment advisory activity and ensure compliance with applicable processes, procedures, and governance.
  • •Partner with advisors and external partners (e.g., attorneys, accountants, planners) to ensure required documentation is retained and adheres to regulations.
  • •Support new business development by partnering on client proposals, performance reports, and marketing materials using CRM and electronic workflow tools.
Travel: Low travel

Pay and Benefits

Salary: USD 71,100 - 145,900 annually

Key Requirements

  • •Bachelor’s degree required.
  • •5 years of client service or sales experience with high net worth/ultra-high net worth clients.
  • •Intermediate proficiency using CRM systems, document repositories, and electronic workflow tools.
  • •General knowledge of investment reporting, investment performance calculations/analytics, and basic investment strategies, markets, and securities.
  • •Willingness to travel within the bank’s footprint as needed.
Experience:5+ years
Education:Bachelor's
Skills:CommunicationRelationship-buildingCollaborationAttention to detailAdaptability
Tech Stack:CRMEmoneyBlack DiamondCharles RiverPortfolio managementTrade order management systemsCustodial systemsSchwabFidelityDocument repositoriesElectronic workflow tools

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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