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HFA Client Relationship Specialist II

Company: The Huntington National Bank
Location: Saginaw
Posted on: June 23, 2022

Job Description:

DescriptionAs a Central Sales Support Specialist you will be a key member of the HFA team to deliver a great advisor and client experience.Responsibilities include:

  • Providing 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.This position can sit anywhere in the state of Michigan, but will need to be physically located in a Huntington Branch, or HFA office.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 licensePreferred 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 changeWorkplace Type:HybridEEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender IdentityTobacco-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

Keywords: The Huntington National Bank, Saginaw , HFA Client Relationship Specialist II, Other , Saginaw, Michigan

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