Fifth Third Bank - Chapel Hill, NC
posted about 2 months ago
The Franklin Street Partners Client Onboarding Specialist at Fifth Third Bank is a pivotal role that combines client-facing responsibilities with operational tasks to ensure a seamless onboarding experience for clients. This position is designed to assist Relationship Managers, Client Service and Trust Administrators, and the Operations team in gathering the necessary information and documentation required for the account opening process and conversion to Franklin Street Trust platforms and systems. The primary focus of this role is to facilitate onboarding activities for both new and existing clients, specifically related to the opening of new Investment Management, Trust, and Compliance documentation. As the subject matter expert in client onboarding activities, the Client Onboarding Specialist will be responsible for understanding the specific information and documentation required to open various types of accounts. This includes obtaining necessary approvals related to account openings and submitting requests to the appropriate Lines of Business (LOB) teams for processing. The role emphasizes accountability and risk management, ensuring that all actions align with the bank's policies and procedures while fostering a positive customer experience. The Client Onboarding Specialist will engage in regular communication with clients and the Franklin Street Partners team to ensure a smooth onboarding process. This includes conducting post-account opening follow-up calls to maintain relationships and address any concerns. The position requires a proactive approach to client service, ensuring that all necessary documentation is collected and processed efficiently, thereby enhancing the overall client experience with Franklin Street Partners.