Senior Client Service Officer

Fifth Third Bank

. Serve as administrative officer supporting Fifth Third Wealth Advisors in servicing their client base .

Posted 9/18/2026full-timeRemote • Minnesota • United StatesSenior💰 $71,100 - $145,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, compliance with fiduciary regulations, and effective communication with high net worth clients. Proficient in onboarding processes, risk management, and utilizing investment reporting systems.

Highest-signal resume keywords

Client Relationship ManagementFiduciary ComplianceAdvent Portfolio Exchange (APX)Investment Reporting SystemsHigh Net Worth Client Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingInvestment Performance CalculationsPortfolio ManagementTrade Order ManagementRisk Management

Soft Skills

Verbal CommunicationWritten CommunicationRelationship Building

Tools & Technologies

CRMLife 360Charles River Investment SystemDocument RepositoriesElectronic Workflow Tools

Industry Keywords

Wealth ManagementTrust AdministrationHigh Net Worth ClientsAsset TransferCustodial Systems

About the role

Key responsibilities & impact

Serve as administrative officer supporting Fifth Third Wealth Advisors in servicing their client base
Support Bank trust advisors and administrators with administration of clients’ trusts
Partner with Fifth Third Wealth Advisors to retain the client base and optimize processes and client experience
Onboard new clients, including new account document preparation, account opening, asset transfer, and coordination with outside custodians such as Schwab and Fidelity
Coordinate with Middle Office on account opening, cash transactions, and asset transfers
Review daily fiduciary activity
Ensure compliance with processes, procedures, rules, regulations, and internal governance
Ensure client documentation is retained
Build relationships with clients’ external partners, including attorneys, accountants, and planners
Support client proposals and marketing materials for new business development
Establish and maintain client accounts on Life 360
Utilize CRM
Identify, assess, manage, monitor, and report risks while operating within the firm’s and Bank’s risk appetite

Requirements

What you’ll need

Bachelor’s degree required
3-5 years of client service/sales experience with high net worth/ultra high net worth clients
Excellent verbal and written communication skills
Advent Portfolio Exchange (APX) experience preferred
Experience in client relationship management systems (CRM), document repositories, and electronic workflow tools
General knowledge of investment reporting systems, investment performance calculations and analytics
Basic understanding of investment strategies, markets, securities, ratings, etc.
Basic understanding of portfolio management and trade order management systems; Charles River investment system preferred
Basic understanding of custodial systems
Travel within footprint as needed

Benefits

Comp & perks

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