Senior Client Service Officer

Fifth Third Bank

. Support Fifth Third Wealth Advisors in all aspects of client service to ensure client satisfaction, retention, growth and compliance .

Posted 9/21/2026full-timeRemote • Minnesota • United StatesSenior💰 $71,100 - $145,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service and relationship management, particularly with high net worth clients, while ensuring compliance and optimizing client experiences through effective use of CRM systems and investment reporting tools.

Highest-signal resume keywords

Client Service ExperienceCRM Systems ProficiencyInvestment Reporting KnowledgeRegulatory Compliance CommitmentRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Performance CalculationsPortfolio ManagementTrade Order ManagementDocument PreparationAsset TransfersInvestment StrategiesSecurities KnowledgeBlack Diamond ExperienceCharles River UnderstandingEmoney Data Management

Soft Skills

Excellent Communication SkillsFlexibility in Managing PrioritiesProactive Risk ManagementTeam CollaborationRelationship Building

Tools & Technologies

CRM SystemsElectronic Workflow ToolsDocument RepositoriesInvestment Reporting SystemsCustodial Systems

Industry Keywords

High Net Worth ClientsUltra-High Net Worth ClientsClient SatisfactionComplianceClient Retention

About the role

Key responsibilities & impact

Support Fifth Third Wealth Advisors in all aspects of client service to ensure client satisfaction, retention, growth and compliance
Interface with Fifth Third Bank Trust and Private Bank partners to provide seamless client service across lines of business
Lead administration of client investment advisory accounts and related service activity
Partner with Advisors to retain and grow the client base
Optimize processes to enhance the client experience
Onboard new clients, including document preparation, account opening, asset transfers and coordination with outside custodians such as Schwab and Fidelity
Coordinate with FTWA Administration and Operations on account opening, maintenance transactions and asset transfers
Review daily investment advisory activity for compliance with processes and procedures
Ensure documentation is retained and adheres to rules, regulations and internal governance
Partner with clients’ external attorneys, accountants and planners
Support client proposals, performance reports and marketing materials for new business development
Establish and maintain client data on Emoney
Utilize CRM and electronic workflow tools
Perform other duties as assigned and adapt to changing priorities

Requirements

What you’ll need

Bachelor’s degree required
5 years of client service or sales experience with high net worth/ultra-high net worth clients
Intermediate proficiency in CRM systems, document repositories and electronic workflow tools
General knowledge of investment reporting systems, investment performance calculations, analytics, investment strategies, markets and securities
Excellent verbal and written communication skills
Experience with Black Diamond preferred
Basic understanding of portfolio management and trade order management systems; Charles River preferred
Basic understanding of custodial systems
Willingness to travel within the bank’s footprint as needed
Ability to develop and maintain strong relationships with internal and external partners
Proven effectiveness working across teams and functions
Commitment to accuracy, thoroughness and regulatory compliance
Flexibility in managing changing priorities and new tasks
Proactive identification and management of risks

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Incentive compensation plan eligibility based on company, line of business and/or individual performance