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Investment Advisor Support Representative in Columbus at Huntington

Date Posted: 6/11/2018

Job Snapshot

Job Description

As an Investment Advisor Service & Support Representative you will be a key member on the Centralized Support Team to deliver a great advisor and client experience. You will work in a team environment and be a liaison for internal Huntington colleagues by providing support on product knowledge and policies/procedures via telephone. Provide excellent service by working closely with internal and external partners to facilitate client requests. This position will require you to assist with trades requests, research account issues, and manage incoming and outgoing electronic correspondence. Develop an expertise on process and procedures to assist with escalated issues and problem resolution. In this dynamic environment, you may participate on special projects and working groups to drive process improvement. In addition, you will learn a broad view of investment operations.

Basic Qualificatons

1 or more years of brokerage/investment or comparable experience

High School Diploma

Preferred Qualifications

Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism

Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred

Ability to create and foster strong partnerships with business partners and work well in a team environment

Ability to manage multiple priorities in a fast paced environment; adaptive to change

Series 6 License

Series 7 preferred -- Otherwise Series 7 License must be obtained within 120 days of hire

Life and Health Licenses must be obtained within 90 days of hire

Could be considered for a senior level based on experience

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.