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Wealth & Investment Management Service Specialist II in Columbus at Huntington

Date Posted: 5/22/2018

Job Snapshot

Job Description

Provides first line sales and service support for The Private Bank customers through partnering with one or more Relationship Managers, Client Advisors and is responsible for the day to day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance, and servicing of the relationship. Maintains an effective rapport with clients and Huntington personnel. Services customers by providing detailed information on specific accounts and disbursing funds as appropriate. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Makes routine decisions in the absence of an officer. Assists the Relationship Manager, Client Advisor, by processing and maintaining accurate and complete documentation. Compiles information from a variety of sources to prepare various reports. Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others.

  • Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures.
  • Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
  • Participate in identifying issues of concern and keeping department management informed as needed.
  • Periodic follow up with service partners to ensure that pending items are completed timely and correct.
  • Other duties may also include typing, answering telephones and filing.

Basic Qualifications:

  • High School Diploma
  • 3 or more years experience in Wealth Management

Preferred Qualifications:

It will be required to obtain a Series 6 License within 180 days of hire.

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.
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