Client Services Representative

• 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

Senior Client Service Officer

• 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

• Coordinate, plan, and supervise multiple consulting, compliance, and tax planning engagements
• Prepare federal, state, multi-state, and international income tax returns
• Conduct research and planning according to applicable tax laws and regulations
• Respond appropriately to IRS and state tax notices
• Communicate with clients as directed by the Manager
• Work as part of an integrated team
• Assist with training and mentoring Interns and Associates

Client Services Representative jobs in Minnesota

Senior Client Service Officer

Senior Client Service Officer

Senior Tax Associate – Private Client Services