Investment Services Client Relations Specialist II

Huntington; Columbus, Northern (OH, KY); Hybrid; USD 52,000 - 70,000; Full time

Job summary

Huntington HFA Service Specialist II in Columbus, OH is responsible for building and maintaining client relationships, handling documentation, and servicing accounts under the guidance of relationship managers. The role focuses on delivering accurate information and resolving complex issues to support Advisors and clients.

The position requires a Bachelor's Degree or substantial Investment/Financial Services experience, with licenses (Series 6, Series 63, Life and Health) preferred.

Qualifications

• Bachelor's Degree or at least 5 years of experience within Investments/Financial Services.
• Minimum of 9 months of customer service experience within Investments/Financial Services.
• Series 6, Series 63, and Life and Health license.

Responsibilities

• Day-to-day interaction with clients and relationship management at Huntington.
• Assist Advisors by processing and maintaining documentation, and preparing for meetings.
• Prepare internal reports, memos and correspondence.

Skills

Customer service

Communication

Problem solving

Organization

Teamwork

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

Word

Outlook

PowerPoint

Job description

Huntington HFA Service Specialist II in Columbus, OH is responsible for building and maintaining client relationships, handling documentation, and servicing accounts under the guidance of relationship managers. The role focuses on delivering accurate information and resolving complex issues to support Advisors and clients.

The position requires a Bachelor's Degree or substantial Investment/Financial Services experience, with licenses (Series 6, Series 63, Life and Health) preferred.