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Central Sales Support Specialist III in Columbus at Huntington

Date Posted: 1/10/2019

Job Snapshot

Job Description

Central Sales Support Specialist (CRS III)

As a Central Sales Support Specialist you will be a key member on the Centralized Support Teams to deliver a great advisor and client experience. You will provide day to day sales support to financial advisors including responding to client inquiries, setting client appointments, processing account transactions, and assisting with account opening. May make routine decisions in absence of Financial Advisor. 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 equivalent work experience
  • At least 1 year of customer service experience within Investments/Financial Services
  • Series 7, Series 63, and Life and Health license

Other Traits, Characteristics and Experience:

  • Must have 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 Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.