Fifth Third Bank Financial Advisor Support Specialist. in Cincinnati, Ohio
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
The Wealth and Asset Management division puts more than 100 years of experience to work to help individual, business, and institutional clients build and manage their wealth. Better ideas # and better solutions # begin with better listening. Listening to our clients is at the heart of our strategy to help our clients achieve their financial goals.
GENERAL FUNCTION: The RCA Financial Advisor Support Specialist works closely with and provides office management support for RCA financial advisors. This individual must be detail oriented, with strong organizational and communication skills.
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 ensuresthatactions 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:
Provide daily administrative support to RCA financial advisors and existing and potential clients.
Process and follow-up on operational duties linked to new/existing accounts, risk management, and marketing/sales support.
Understand and follow the client onboarding and retention processes.
Perform account maintenance, including new account paperwork, account transfers, checks, certificates, account updates, money movements, address changes, distributions, etc.
Responsible to accurately prepare, proof, and submit account documents for custodian approval
Ensure that all documentation is maintained to standards.
Accurately enter CRM information into systems.
Maintain close contact with clients in order to ensure they are informed about industry changes, while deepening the relationship and serving the best interest of the client.
Support multiple financial advisors with large books of business.
Handle various administrative functions for the financial advisors, including client meeting preparation, client contact, and follow-up.
Conducts in-bound and out-bound client calling for servicing and retention purposes.
Prepare Retirement Income Analysis that advisors will deliver to prospects and clients.
Prepare client meeting materials and reports, as needed.
Assist with meeting notes.
Provide timely reports to the advisory team.
Work closely with operations in servicing client accounts and problem resolution
Identify opportunities to improve the "client experience" with the goal to "exceed expectations".
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
Bachelor's degree from an accredited college or university with an emphasis on finance and business preferred.
3-5 years related financial services, RIA, or brokerage experience.
Strong verbal and written communication skills.
Deep understanding of financial industry, compliance regulations, daily operational duties, and investment processes.
Ability to meet deadlines under pressure utilizing superior time management skills.
Strong computer skills with demonstrated knowledge of Microsoft Word, Excel, Power Point and Outlook.
Must be able to prioritize and effectively manage multiple tasks at once.
Must be able to work independently with limited supervision, yet be part of an engaged team.
- Normal office environment with little exposure to dust, noise, temperature, and the like.
Fifth Third Bank 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.