HFA – National Advice Center Service Specialist II

Description

Summary:

The National Advice Center (NAC) Service Specialist II serves support specialist for Huntington Financial Advisors working with the clients, advisors, and leadership team within the National Advice Center. This position provides service for existing HFA clients with their current investment relationship, proactively calls NAC clients, sets appointments with NAC Financial Advisors, and supports NAC Financial Advisors service needs. This is accomplished through inbound and proactive outbound phone-based client interactions.

Duties and Responsibilities:

Provide prompt, courteous, and accurate servicing through phone-based client interactions.

Deliver an engaging client experience to effectively take care of our clients 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.

Basic Qualifications:

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 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

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Remote

Huntington 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 Huntingtons Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.