HFA Client Relationship Specialist II

Huntington Bank
Full time Full day
Mentor, OH


As 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

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 license

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

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

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