Wealth & Asset Accounts: Opening & Maintenance Specialist

Fifth Third

Cincinnati, Northern (OH, KY)

Hybrid

USD 55,000 - 75,000

Full time

13 days ago
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Job summary

Fifth Third Bank in Cincinnati, OH is seeking an Account Opening & Maintenance Specialist within the Wealth and Asset Management division to ensure accurate onboarding and ongoing maintenance of client accounts. You will operate as a control point, interpret policy requirements, and collaborate with IM&T and FTIS teams to deliver compliant, timely account setup and updates.

The role emphasizes risk awareness, strong communication with partners, and independent problem solving, with incentives

Qualifications

  • Three or more years of financial services experience is required or preferred.
  • Four-year college degree preferred; accounting/finance/economics majors desired.
  • Knowledge of fiduciary risk is preferred.
  • Strong verbal and written communication skills are essential.

Responsibilities

  • Serve as a control point for account opening and maintenance requests.
  • Perform pre-opening risk reviews and set up accounts for IM&T and/or FTIS lines of business.
  • Understand CIP and Due Diligence requirements and obtain necessary approvals.
  • Collaborate with a wide range of business partners to ensure accurate system coding and processes.

Skills

Financial services experience
Communication skills
Multi-tasking
Independent work

Education

Four-year degree (preferred)
Accounting/Finance/Economics degree

Job description

Fifth Third Bank in Cincinnati, OH is seeking an Account Opening & Maintenance Specialist within the Wealth and Asset Management division to ensure accurate onboarding and ongoing maintenance of client accounts. You will operate as a control point, interpret policy requirements, and collaborate with IM&T and FTIS teams to deliver compliant, timely account setup and updates.

The role emphasizes risk awareness, strong communication with partners, and independent problem solving, with incentives

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