National Advice Center – Service Specialist II
| Company | Huntington Bancshares |
|---|---|
| Location | Cleveland, OH, USA, Columbus, OH, USA, Dundee, MI, USA, Canton, OH, USA, Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- High School Diploma or equivalent
- 1+ years of related experience in investment industry with a focus on service/sales
- FINRA Series 6 and 63
- State Health and Life, Series 7 and Series 66 or 63/65 required to be obtained within 120 days of hire
Responsibilities
- Provide prompt, courteous, and accurate servicing through phone-based client interactions.
- Deliver an engaging client experience to effectively take care of our client’s financial and service needs.
- Will assist with client directed orders for equities, fixed income and other approved market products.
- Able to service and troubleshoot the client’s digital experience with the firm’s online financial planning tools and functionality.
- Responsible for personal referral goals and client service objectives through inbound and outbound telephone interactions with existing National Advice Center (NAC) clients.
- High level of proactive outreach to existing NAC client book of business to find opportunities to deepen current wallet share with Huntington Financial Advisors (HFA) and Huntington Bank.
- Responsible for business development through partnering with NAC Financial Advisor colleagues through referrals to this team.
- Assists NAC Financial Advisors by processing and maintaining documentation for account servicing or onboarding, resolving discrepancies, and meeting preparation.
- Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements.
- Completes all assigned firm and regulatory training and continuing education by required deadlines.
- Maintains current knowledge of all available investment and insurance solutions.
- Perform other duties as assigned.
Preferred Qualifications
- Bachelor’s Degree
- 2-3 years of experience in an investments area
- Experience developing and leveraging relationships with internal partners remotely and/or over the phone
- Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
- State Health and Life, Series 7, and Series 66 or 63/65