Senior Client Service Lead – Wealth Advisory

Huntington National Bank; Georgia; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Flexible work arrangement

Job summary

Huntington National Bank is seeking a senior Client Service leader to manage the firm’s Client Service team, oversee daily operations, and enhance engagement with clients and internal departments.

The role includes directing client portfolio account services, refining team standards, and partnering with custodial teams to ensure high service levels. Strong leadership, communication, and coaching skills are essential.

Qualifications

• Bachelor’s degree in business/finance or related field.
• 10+ years in Client Service with leadership experience.
• Experience with Fidelity/Schwab custodial platforms a plus.
• Proficient with Microsoft 365.

Responsibilities

• Open and service client portfolio accounts per Wealth Advisor.
• Attend meetings with clients as needed.
• Develop standards for Client Service and define policies.
• Collaborate with third‑party custodial teams to maintain service levels.
• Design career path and recruit/train team members.
• Provide routine updates in Advisor Team Meetings and firm staff meetings on Client Service matters.
• Ensure strong communication between Client Service and Operations/Wealth Advisory.
• Conduct performance reviews and support staff development.
• Develop quality controls for onboarding/new accounts process.
• Support ongoing digital transformation within the firm.
• Oversee interviewing, hiring, and training employees.

Skills

Team leadership

Client relationship

Communication

Time management

Detail-oriented

Collaboration

CRM

Portfolio accounting system

Document management

Microsoft 365

Education

Bachelor’s degree in business/finance

Tools

CRM

Portfolio accounting system

Document management

Microsoft 365

Job description

Huntington National Bank is seeking a senior Client Service leader to manage the firm’s Client Service team, oversee daily operations, and enhance engagement with clients and internal departments.

The role includes directing client portfolio account services, refining team standards, and partnering with custodial teams to ensure high service levels. Strong leadership, communication, and coaching skills are essential.