Description

Summary:

The HFA Central Client Relationship Specialist provides administrative support to our financial advisors. Responsible for day-to-day support activities, including preparing for client review meetings, responding to client inquiries, processing account transactions and assisting with account opening. Accountable for providing excellent service while building rapport with internal and external partners. This position will require you to develop an expertise on process, policy and procedure to assist with identifying, researching & resolving client account and operational issues. Must maintain a current knowledge of products, services, systems and related technology.

Duties and Responsibilities:

• Proactively assist Financial Advisors with reporting and account maintenance and problem resolution
• Intake of tasks from team email inbox from Financial Advisors
• Answer team's inbound call queue to receive tasks from Financial Advisors
• Perform other duties as assigned.

Basic Qualifications:

• Bachelors degree or 5 years experience in industry
• 9 months customer service experience
• FINRA Series 6, 63 and Life and Health

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

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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