Fifth Third Wealth Advisors, Client Service Associate
Company: Fifth Third Bank, N.A.
Location: Naples
Posted on: January 22, 2023
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Job Description:
Make banking a Fifth Third better
We connect great people to great opportunities. Are you ready to
take the next step? Discover a career in banking at Fifth Third
Bank.
GENERAL FUNCTION: Supports the Wealth Advisor; interacts directly
with the client in administrative and support matters and a variety
of client specific activities. Builds effective relationships with
the team to enhance the client experience.
Responsible and accountable for risk by openly exchanging ideas and
opinions, elevating concerns, and personally following policies and
procedures as defined. Accountable for always doing the right thing
for customers and colleagues, and ensures that actions and
behaviors drive a positive customer experience. While operating
within the Bank's risk appetite, achieves results by consistently
identifying, assessing, managing, monitoring, and reporting risks
of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Work effectively with team members to support Fifth Third Wealth
Advisor, clients and prospects.
+ Provides all necessary paperwork and documentation during the
client account opening process. Owns the process for ensuring the
account is in good standing and follow all policies and procedures
to mitigate risk and enhance client experience.
+ Provides proactive day-to-day client service by anticipating
client needs and responding to client questions and issues in a
timely manner.
+ Provides clients with accurate, factual information utilizing
appropriate resources. Makes necessary contacts both inside and
outside of the organization (e.g. Fidelity and client CPA) in order
to obtain client requested information and then relays
information.
+ Maintains a consistent and open line of communication with the
client portfolio manager/specialist related to client matters (e.g.
non-standard/periodic reports, wires, and transfers).
+ Understands, introduces and leverages the services of the greater
firm as appropriate.
+ Coordinates client preferences among related relationships within
a complex book of business (non-standard, periodic reports, e.g.
monthly account reconciliation or realized G/L).
+ Makes necessary contacts both inside and outside of the
organization in order to obtain client requested information
seeking innovative solutions and resolution to emerging needs.
+ Takes ownership for resolving client issues and escalates
issues/trends to management for action and prevention of further
client impact.
+ Implements and maintains a quality service plan ensuring the
accuracy of administrative documents; participates in Life360
process
+ Utilizes the CRM in an accurate and timely manner to enter and
maintain all pertinent account information and complies with all
internal policies and procedures.
+ Effectively works with internal business partners (e.g., call
center, funding desk, consumer underwriting, rapid response,
operations, etc.).
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
+ Associate degree or BS/BA is preferred.
+ Brings a minimum of 3 years of successful banking/investment
client service experience
+ Experienced operating in an environment that stresses both
individual accountability and team-based performance.
+ Exhibits a sense of urgency in a results-driven environment
+ Strong interpersonal, organizational, written, and oral
communication skills.
+ Adapts quickly in dealing with an ever-changing investment
environment.
+ Uses effective problem solving skills to resolve client
issues.
+ Computer / Technical: Ability to use all Microsoft Office
software including: Word, Excel and PowerPoint.
#LI-LB1
Fifth Third Wealth Advisors, Client Service Associate
LOCATION -- Naples, Florida 34108
Fifth Third Bank, National Association is proud to have an engaged
and inclusive culture and to promote and ensure equal employment
opportunity in all employment decisions regardless of race, color,
gender, national origin, religion, age, disability, sexual
orientation, gender identity, military status, veteran status or
any other legally protected status.
Introduce yourself to our team to stay connected on future
opportunities. We look forward to finding the right place for you.
Are you ready to take the next step?
Fifth Third Bank, National Association is one of the top-performing
banks in the country, with a history that spans more than 150
years. We've staked our claim on looking at things differently to
make banking a Fifth Third better. This applies to our
relationships with customers and employees alike.We employ about
18,000 people while offering: A chance for employees to build their
future, with supportive career development and comprehensive health
and financial wellness programs. An environment where we win
together by celebrating achievements and working collaboratively.
An opportunity to make a difference in a positive and lasting way.
Everything we do is geared toward improving lives.We're proud that
Fifth Third is a warm and caring place to grow - as a customer and
as a team member.
Keywords: Fifth Third Bank, N.A., Cape Coral , Fifth Third Wealth Advisors, Client Service Associate, Other , Naples, Florida
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