IS Client Consultant

Location: Indianapolis
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: The Client Consultant serves as the primary contact for assigned Institutional Clients with revenue averaging $25,000 annually per client and a total Book of Business averaging up to $1.5M in annual revenue. TheClientConsultantisaccountable for overall client satisfaction, client retention and revenue growth through cross-sales and product upgrades. Fifth Third Institutional Products and Services including but not limited to Bundled Defined ContributionRetirementPlan Administration,Custody Services, and Investment Management.ESSENTIAL DUTIES AND RESPONSIBILITIES:. Develop close consultative relationships with C-suite and senior management decision-makers with assigned Institutional Clients.. Adherence to and measured against defined service and engagement model. Document these interactions on a timely basis within the CRM system.. Develop an in-depth knowledge of all FTIS products and services, and their benefits to our clients to facilitate the expansion of existing relationships through cross-sales.. Analyze the financial services industry and/or client specific trends to consult with clients on their fiduciary obligations in the areas of plan design, investments and employee retirement readiness.. Partner with the Education Consultants to facilitate retirement readiness through targeted participant communication and education.. Develop and close cross-sell opportunities totaling at minimum $25,000 in revenue annually utilizing the Consultative Selling Process.. Document the progress in CRM utilizing the corresponding FTIS Pipeline definitions. .Assists Institutional Sales Officers with new business development by participating in prospect meetings and sales finals.. Develop strong internal relationships with Fifth Third Commercial Lenders, Business Bankers, Private Bankers, and Wealth Managers in order to facilitate our One Bank strategy of consultatively selling Fifth Third''s full suite offinancialproductsandservices.. Proactively manage client documentation, pricing, profitability and fee structures in accordance with approved pricing schedules and guidelines.. Facilitate the implementation of new products and services and new client relationships.. Works with client service team to ensure all internal compliance and proper documentations requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, andallother bank policies, procedures and guidelines. Ultimately accountable for timeliness and accuracy of annual administrative file reviews in collaboration with client service team.. Retail client base by working with the client service team to deliver the highest service and client standards.. Represent the Fifth Third Bank in civic, government, community, charitable, banking, and professional groups and associations to develop contacts and new business opportunities, and to promote the Bank''s positive image.. Partner CC''s and other FTIS personnel. Establishes relationships with Senior Leaders within their affiliate.. Other duties as assigned.SUPERVISORY RESPONSIBILITIES: None.

Keywords: , Lafayette , IS Client Consultant, PR / Public Relations , Indianapolis, Indiana