Investment Support Specialist II: Client-Focused Trading

Fifth Third Bank; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Fifth Third Bank seeks a Licensed Investment Support Specialist II to provide administrative support for registered securities representatives and clients in a fast-paced banking environment.

Requires SIE, Series 7/66 (or 65/63), life/health licenses, and 5+ years in brokerage/financial services; strong communication and MS Office skills essential. Position located in Charlotte, NC with competitive benefits.

Qualifications

• High school diploma or equivalent; BA preferred in finance/economics/business.
• SIE, Series 7 and 66 (or 65/63) licenses required with state life/health licenses.
• Minimum five years brokerage or related financial services experience.

Responsibilities

• Provide daily administrative support to registered representatives and clients.
• Process account maintenance, risk management, and trading operations.
• Ensure compliance with federal and internal guidelines for trading.
• Assist with onboarding and coordination with partners.

Skills

SIE

Series 7/66/65/63

Communication

Time management

Microsoft Office

Education

Bachelor's in Finance/Economics/Business

Tools

Excel

Word

PowerPoint

Job description

Fifth Third Bank seeks a Licensed Investment Support Specialist II to provide administrative support for registered securities representatives and clients in a fast-paced banking environment.

Requires SIE, Series 7/66 (or 65/63), life/health licenses, and 5+ years in brokerage/financial services; strong communication and MS Office skills essential. Position located in Charlotte, NC with competitive benefits.