HFA Client Relationship Specialist II

HFA Client Relationship Specialist II Location Ann Arbor, MI :

Description

Summary:

The HFA Client Relationship Specialist II provides support to the financial advisors to deliver a great advisor and client experience. Duties & Responsibilities:

• Responsible for day-to-day support activities including responding to client inquiries, setting client appointments, processing transactions related to client accounts, and preparing financial reports.
• Provides a high level of service though building rapport with clients and other internal partners.
• Responsible for identifying, researching, analyzing, resolving client account and operational issues, and preparing client documentation including reports, memos, and other correspondence.
• Maintain a current knowledge of products, services, departmental systems and related technology as well as a strong knowledge of and adherence to policies and procedures.
• Performs other duties as assigned.

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

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

No

Workplace Type:

Hybrid

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.

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