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Client Relationship Specialist in Canton at Huntington

Date Posted: 2/14/2018

Job Snapshot

Job Description

The individual in this position will provide administrative support to one or more Investment officers. Daily responsibilities include: responding to client inquiries, processing transactions related to client accounts, setting client appointments, and preparing financial reports. You will have the opportunity to become licensed and continue to grow with the Company.

This Client Relationship Specialist I position provides exemplary customer service at all times.

The individual in this position:


• Builds an effective rapport with clients and Huntington personnel.
• Services customers by providing detailed information on specific accounts.
• Identifies, researches, analyzes and resolves customer account/operational issues.
• Prepares various internal reports, memos and correspondence.
• Maintains up to date knowledge of products, services, departmental systems and related technology, policies and procedures.
• Duties may also include typing, answering telephones and filing.

Basic Qualifications:


• 1-3 years experience
• High School Diploma



Preferred Qualifications:




• Series 7, 65/63 or 66 may be encouraged based upon department structure needs.
• Licensing preferred: Series 6 and Life & Health.
• Strong customer service skills, highly motivated, focused, and goal oriented
• Excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
• Strong organizational skills with attention to detail, planning and follow-up
• Ability to build and expand quality internal customer relationships
• Ability to multi-task
• MS Suite and Internet proficient

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

Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.

Huntington does not accept solicitation from Third Party Recruiters for any position.
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