Account Officer I: IRA & Custody Specialist

Fifth Third; Cincinnati (OH); Vor Ort; USD 65.000 - 80.000; Vollzeit

Zusammenfassung

Fifth Third Bank is seeking an Account Officer I in Cincinnati, OH to manage a portfolio of Agency, IRA, and Custody accounts. You will support new accounts, coordinate fund transfers, and maintain strong client relationships through proactive communication and attention to detail.

Responsibilities include conducting annual administrative reviews, fiduciary decision-making, and coordinating with tax and compliance teams to ensure accurate reporting.

Qualifikationen

• Bachelor's degree preferred or related experience required.
• 2+ years experience in financial services.
• Effective client relationship skills and experience.
• Demonstrates effective time management skills and the ability to multi-task and prioritize work.

Aufgaben

• Coordinate services for a portfolio of accounts, including Agency, IRAs, and Custody accounts.
• Retain client base by delivering high service and client contact standards.
• Assist in funding new accounts and preparing account documents.
• Communicate with clients and advisors regarding required distributions and tax-related items.
• Ensure compliance with internal policies and procedures and manage risk.

Kenntnisse

Client relationship skills

Time management

Multi-tasking

Analytical skills

Ausbildung

Bachelor's degree or related experience

Jobbeschreibung

Fifth Third Bank is seeking an Account Officer I in Cincinnati, OH to manage a portfolio of Agency, IRA, and Custody accounts. You will support new accounts, coordinate fund transfers, and maintain strong client relationships through proactive communication and attention to detail.

Responsibilities include conducting annual administrative reviews, fiduciary decision-making, and coordinating with tax and compliance teams to ensure accurate reporting.