Franklin Street Partners Client Service Associate

Fifth Third Bank; Chapel Hill (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

Fifth Third Bank in Chapel Hill, NC is seeking a Client Service Associate to act as the primary contact for clients on administrative and support matters. You will manage account openings, provide proactive day-to-day service, and coordinate internal and external inquiries to deliver accurate information while adhering to risk and compliance guidelines.

You will use Salesforce to enter and maintain client data, support annual stewardship reviews, and collaborate with colleagues to ensure a

Qualifications

• Associate degree or BS/BA preferred.
• 3+ years of banking/client service experience.
• Ability to build client relationships and coordinate with internal/external parties.
• Proficient in Microsoft Office.

Responsibilities

• Provides all necessary paperwork and documentation during the client account opening process and ensures the account is in good standing.
• Provides proactive day-to-day client service by anticipating client needs and addressing questions promptly.
• Provides clients with accurate information and coordinates with internal/external contacts to obtain requested details.
• Adheres to firm policies, procedures and risk guidelines.
• Maintains open communication with CPS regarding client matters and transfers.
• Coordinates with related relationships within a complex book of business.
• Escalates service concerns to appropriate departments to prevent client impact.
• Implements and maintains a quality service plan and verifies documentation.
• Uses Salesforce to enter and maintain client information and comply with internal policies.
• Plans and manages the ongoing stewardship annual review process.

Skills

Client service

Relationship building

Communication skills

Microsoft Office

Problem solving

Attention to detail

Education

Associate degree or BS/BA

Tools

Salesforce

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: Acts as primary contact for clients for administrative & support matters and a variety of client-specific activities. The role is 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

• Provides all necessary paperwork and documentation during the client account opening process. Owns the process for ensuring the account is in good standing.
• 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.
• Adheres to firm policies, procedures and processes to ensure alignment with compliance and risk guidelines.
• Maintains a consistent and open line of communication with the CPS 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.
• Escalates internal and external service concerns that other clients may also be experiencing to appropriate departments for action and prevention of further client impact.
• Implements and maintains a quality service plan ensuring the accuracy of administrative documents.
• Utilizes the SalesForce in an accurate and timely manner to enter and maintain all pertinent account information and complies with all internal policies and procedures.
• Plans and manages the ongoing stewardship annual review process as appropriate.
• Other duties as assigned.

Supervisory: None

Minimum Requirements

• Associate degree or BS/BA is preferred.
• Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.
• Must have a demonstrated ability to work with internal parties, establish client relationships and develop a rapport with necessary external parties.
• 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.
• Assists in effective problem solving skills to resolve client issues.
• Computer / Technical: Ability to use all Microsoft Office software including Word, Excel and PowerPoint.

Working Conditions

• Normal office environment with little exposure to dust, noise, temperature and the like.
• Extended viewing of computer monitor

Franklin Street Partners Client Service Associate

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Chapel Hill, North Carolina 27516

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.