Wealth & Asset Onboarding & Maintenance Specialist I

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

Job summary

Fifth Third Bank in Cincinnati, Ohio, seeks an experienced WAM Account Opening & Maintenance Specialist I to facilitate and coordinate the onboarding and ongoing maintenance of personal trust and fiduciary accounts. You will review risk, ensure policy compliance, and maintain accurate system coding for IM&T or FTIS accounts.

This role emphasizes risk-aware, client-focused service. Responsibilities include conducting pre-opening risk reviews, collaborating across teams, and escalating issues with

Qualifications

• 3+ years Financial Services experience (Trust/Institutional Operations or Customer Service preferred).
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Strong verbal and written communication skills.

Responsibilities

• Serve as control point for account opening and maintenance requests ensuring requirements are met before establishing accounts or changing coding.
• Complete pre-opening account risk reviews and set up IM&T and/or FTIS accounts and associated individuals/entities.
• Understand and facilitate policies and procedures of the WAM division and maintain knowledge of standard account types.
• Collaborate with business partners and respond to maintenance/change requests with accuracy and timeliness.
• Escalate errors and issues with reasoning, and work within defined service standards.

Skills

Financial services experience

MS Office

Communication skills

Task management

Independent work

Fiduciary risk knowledge

Education

Bachelor's degree in Accounting, Finance, or Economics

Job description

Fifth Third Bank in Cincinnati, Ohio, seeks an experienced WAM Account Opening & Maintenance Specialist I to facilitate and coordinate the onboarding and ongoing maintenance of personal trust and fiduciary accounts. You will review risk, ensure policy compliance, and maintain accurate system coding for IM&T or FTIS accounts.

This role emphasizes risk-aware, client-focused service. Responsibilities include conducting pre-opening risk reviews, collaborating across teams, and escalating issues with