Remote Senior Wealth & Trust Client Services Officer

Fifth Third; Minnesota; On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank seeks an experienced Sr Client Service Officer to support Wealth Advisors and administration of high‑net‑worth client trusts. You will onboarding new clients, coordinate asset transfers, and maintain strong client relationships while aligning with policies and fiduciary standards.

Key responsibilities include onboarding, account documentation, and collaboration with custodians. You will assist with client proposals and marketing materials and use CRM to optimize client

Qualifications

• Bachelor’s degree required; 3–5 years client service/sales with high net worth clients.
• Experience with client relationship management systems (CRM) and investment reporting analytics.

Responsibilities

• Client service support for Fifth Third Wealth Advisors and their clients.
• Onboarding of new clients: account opening, asset transfers, coordination with custodians.
• Assist with proposals and marketing materials, CRM utilization.

Skills

Bachelor’s degree

HNWI experience

Verbal & written communication

APX experience

CRM systems

Investment reporting & analytics

Portfolio management basics

Charles River familiarity

Travel willingness

Education

Bachelor’s degree

Tools

Advent APX

Charles River Investment System

CRM tools

Document repositories

Electronic workflow tools

Job description

Fifth Third Bank seeks an experienced Sr Client Service Officer to support Wealth Advisors and administration of high‑net‑worth client trusts. You will onboarding new clients, coordinate asset transfers, and maintain strong client relationships while aligning with policies and fiduciary standards.

Key responsibilities include onboarding, account documentation, and collaboration with custodians. You will assist with client proposals and marketing materials and use CRM to optimize client