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Summary

This role will be a client facing role and will assist Private Bank Advisors in working with clients to obtain any required information and documentation needed to facilitate the account opening process as well as with introducing clients to the features and benefits of being a Private Bank client. The primary function of the Private Bank Client Onboarding Specialist will be to facilitate the onboarding activities for both new and existing Private Bank clients related to the opening of new Investment Management, Trust and Deposit accounts. This role will be the subject matter expert regarding client onboarding activities, the information and documentation required to open each type of new account, the process to obtain any necessary approvals related to an account opening and the process to submit opening requests to the appropriate Fulfillment Center team for processing.

Primary Responsibilities

Client Experience:

• Responsible for obtaining all necessary information and documentation to facilitate the opening of new investment management, trust and deposit accounts including CIP, Enhanced Due Diligence, Client Statements, Beneficial Ownership Form, business entity related documents, trust related documents with assistance from Private Bank Advisors

• Regular and frequent communication with clients to ensure seamless onboarding experience into the Private Bank

• Conducts post-account opening follow-up call with Client to introduce them to the features and benefits of being a member of the Private Bank.

Account Administration:

• Serves as the subject matter expert relative to all information and documentation required for each type of account opening as well as the process to facilitate the opening

• Ensure pre-acceptance of client accounts is complete, accurate and documented as required by policy and procedure.

• Prepares account agreements for client signature and execution

• Submits Account Openings on behalf of Private Bank Advisors for processing

• Provides status updates on account opening and funding process to Private Bank Advisors throughout the life of the opening

• Transitions Client to on-going service team once opening/onboarding process is complete

  Knowledge, Skills and Abilities

• Bachelor’s degree strongly preferred or minimum 3 years of client service experience preferably in financial services

• Strong client experience skills, internal and external clients and the ability to work in team environment

• Knowledge of investment management strategies, markets, account types, basic estate planning principles and financial planning

• Experience with client contact (CRM) systems, document repositories, and electronic workflow management tools

• Strong written and verbal communication skills

• Effective time management skills, ability to prioritize and multi-task in high pace environment as well as maintain flexibility to meet business needs

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Private Bank Onboarding Specialist

LOCATION -- Cincinnati, Ohio 45202

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.