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Huntington National Bank

Columbus, OH

HFA Client Relationship Specialist II in Columbus, Ohio

Location246 Lincoln Cir Ste H, Columbus, Ohio 43230
Employment TypeContractor
Date Posted2022-08-07
Direct Apply
Yes
Valid Through2023-01-22

Job Description:

Description

Note: This position will require the selected person to sit in-market.

As a Client Relationship Specialist II you will be a key member of the HFA team to deliver a great advisor and client experience. You will provide day to day sales support to financial advisors including responding to client inquiries, processing account transactions, and assisting with account opening. Provide excellent service by building rapport with clients and internal/external partners. This position will require you to develop an expertise on process and procedures to assist with identifying, researching, and resolving client account and operational issues. Must maintain a current knowledge of products, services, systems and related technology.

Basic Qualifications:

  • Bachelor's Degree or at least 5 years of experience within Investments/Financial Services

  • At least 9 months of customer service experience within Investments/Financial Services

  • Series 6, Series 63, and Life and Health license

Preferred Qualifications:

  • Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem solving skills

  • Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred

  • Proficiency in Microsoft Office suite (Excel, Word, Outlook and PowerPoint

  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

  • Demonstrated high degree of initiative and accountability

  • Ability to manage multiple priorities in a fast paced environment; adaptive to change

Workplace Type:

Hybrid

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Job ID: 555791969167023861

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