Private Banking Client Service Specialist II

Huntington; Toledo, Northern (OH, KY); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Huntington is seeking a Wealth & Investment Service Specialist II for its Toledo, OH office. This role supports Private Banking, Trust, and Investment Management practices, handling daily client interactions, documentation, and servicing of wealth management accounts.

The specialist collaborates with Wealth Advisors to deliver exceptional service to high-net-worth clients. You will obtain client information, resolve account issues, and ensure adherence to policies while maintaining risk

Qualifications

• High School Diploma is required.
• 2 years customer service experience in banking or Wealth & Investment Financial Services.
• Microsoft Office proficiency required for Wealth Advisor support.
• Notary Public is a plus or required where applicable.

Responsibilities

• Handle day-to-day client interactions and servicing across deposit, wealth & investment management accounts, consumer lending, and mortgages.
• Collaborate with Wealth Advisors to support sales and deliver exceptional service to high-net-worth clients.
• Obtain necessary documentation and information for new accounts or servicing requests.
• Identify, research, analyze and resolve complex account problems.
• Proactively outreach to clients on a monthly basis and participate in calling days.

Skills

Customer service

Interpersonal skills

Communication

Attention to detail

Organizational skills

Education

High School Diploma

Bachelor's degree

Notary Public

Tools

Microsoft Office Suite

Job description

Huntington is seeking a Wealth & Investment Service Specialist II for its Toledo, OH office. This role supports Private Banking, Trust, and Investment Management practices, handling daily client interactions, documentation, and servicing of wealth management accounts.

The specialist collaborates with Wealth Advisors to deliver exceptional service to high-net-worth clients. You will obtain client information, resolve account issues, and ensure adherence to policies while maintaining risk