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Huntington National Bank · 1 day ago

National Advice Center Service Specialist II

Columbus, OH

Full-time

Hybrid

Entry, Mid Level

1+ years exp

Huntington National Bank is seeking a National Advice Center Service Specialist II to support Huntington Financial Advisors. The role involves providing service to existing clients, managing client interactions, and assisting with investment-related inquiries.

Asset ManagementFinanceFinancial Services

No H1B

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

Qualification

FINRA Series 6FINRA Series 63State HealthLifeSeries 7Series 66Client communicationAttention to detailRelationship building

Required

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

Preferred

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