Job description
Description
Summary:
The HFA Central Client Relationship Specialist - Senior 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. Also utilizes leadership capabilities to assist in training new colleagues and handling escalated tasks and special projects.
Duties and Responsibilities:
- Intake of tasks from team email inbox from Financial Advisors
- Answer team's inbound call queue to receive tasks from Financial Advisors
- Proactively assist Financial Advisors with reporting and account maintenance and problem resolution
- Assist Central Sales Support Manager is special project task and work including assisting in training newly hired colleagues
- Perform other duties as assigned.
Basic Qualifications:
- Bachelors degree or at least 5 years related industry experience
- Series 7, 63 and Life and Health
#HFA
#Ll-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace Type:
HybridHuntington 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
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