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Client Service Officer

Rita Bundrick
Address
580 White Plains Road
Suite 510
Tarrytown, NY 10591
US
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Contact Hours
By appointment

About Rita

Rita Bundrick is a client service officer with Fifth Third Wealth Advisors. With more than 35 years of financial services industry experience, she plays a critical role in mitigating risk and enhancing the client experience by providing a seamless onboarding process and proactive day-to-day service. Rita collaborates with team members to anticipate client needs, respond to inquiries, and resolve issues – ensuring the highest level of client satisfaction is achieved. Rita joined Fifth Third Wealth Advisors in 2023. Previously, she was with BNY Mellon Wealth Management for over two decades, where she most recently served as a senior client service analyst. She began her career in 1987 as a customer service representative with the Bank of New York.
Education
Bachelor of Arts - Education, Iona University

About Fifth Third Wealth Advisors

At Fifth Third Wealth Advisors, you’ll get the investment management expertise and responsive service you’re looking for, along with access to a wide range of financial services and solutions tailored for your unique needs. As a Registered Investment Adviser, we provide client-focused advice with goal-based planning and investing. Our financial recommendations are focused on what’s best for you. At the same time, we can help you engage the broad capabilities of Fifth Third Bank.
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