Wealth Management Specialist

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Partners with Wealth Management Advisors (WMA) to deliver the Private Bank experience to high net worth and ultra-high net worth clients and prospects as well as contribute to business development activities.  Collaborates with WMAs to build their practice through sales support and client service to acquire, deepen and retain clients.

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 ensures that actions 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:

Sales Support

• Assists WMAs in business development and operational activities that support client experience.
• Meets regularly with WMAs reviewing Book of Business for updates.
• Works directly with clients to answer questions, research and resolution of client issues/concerns and follow up on items between the WMA and client as requested.
• Leverages Private Bank collateral to develop/coordinate client /prospect presentations/client materials.
• Assists WMAs in Pre call/Post Call/Agenda preparations for clients/prospects.
• Contributes to client communication/client meetings and calendar management for client/prospect meeting, events, etc.
• Manages the coordination and collaboration with client third party advisors (e.g. attorney, accountant)
• Maintains accurate data in CRM and leverages data to identify opportunities/ share value added insights to enhance client experience leading to growth and retention.
• Executes various administrative functions including but not limited to tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet regulatory requirements.

Client Experience

• Develops positive client/ prospect relationships and identifies opportunities to deepen relationship aligned with client's goals
• Provides professional communication with internal and external partners,
• Acts as liaison with Onboarding specialist to ensure an elite client experience 
• Acts with a sense of urgency and initiative in supporting clients and advisors

Supervisory Responsibilities: May assist in onboarding new team members.

Minimum Knowledge, Skills and Abilities required:

• College degree or equivalent experience preferred
• Minimum of 3 years of successful sales/client service experience in the wealth management services industry
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment 
• Strong written and verbal communication
• Strong Proficiency in Microsoft suite, experience with Artificial Intelligence (AI)
•  Exhibits a sense of urgency and a continual drive to results
• Demonstrates ability to effectively collaborate and function in a team-oriented environment
• Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style
• Demonstrates strong interpersonal, verbal and written communication, and presentation skills
• Effective problem solving and analytical skills
• S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)

WORKING CONDITIONS:

. Normal office environment with little exposure to dust, noise, temperature and the like

. Extended viewing of CRT screen

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting.  Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third.  Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association 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.