Wealth & Investment Service Spec II

Huntington; Boardman Township (OH); A distancia; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Huntington is seeking a Wealth & Investment Service Specialist II in Boardman, OH to support Private Banking activities and maintain strong client relationships across wealth accounts.

You will work with Wealth Advisors, handle documentation and servicing tasks, and ensure accurate information while staying compliant with policies. The role emphasizes service excellence, accuracy, and proactive client outreach.

Formación

• High School Diploma required.
• 2+ years of customer service experience in banking or wealth/investment services preferred.
• Notary Public certification preferred.

Responsabilidades

• Handle day-to-day client interactions and servicing across wealth & investment accounts.
• Collaborate with Wealth Advisors to support sales process and deliver excellent client service.
• Identify and resolve complex account issues with accuracy and efficiency.
• Participate in proactive client outreach and calling days.

Conocimientos

Customer service

Interpersonal skills

Communication

Educación

Bachelor's degree

Notary Public

Herramientas

Microsoft Office

Descripción del empleo

## Wealth & Investment Service Spec IIApply: Office: Boardman, OH: Full time: Posted Today: R0076179# **Description****Summary:**The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). **Duties & Responsibilities:*** Responsible for the day-to-day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages.* Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation needed for new accounts or loans and servicing requests.* Services customers by providing detailed information on specific accounts and building rapport.* Responsible for identifying, researching, analyzing and resolving complex problems with accounts.* Responsible for identifying, researching, analyzing and resolving complex problems with accounts.* Responsible for proactive outreach to clients on a monthly basis and participation in Calling Days.* Performs other duties as assigned.**Basic Qualifications:*** High School Diploma* 2 years customer service experience in banking or Wealth & Investment Financial Services experience* Required when supporting Wealth Advisor Role: Microsoft suite proficient* Notary Public**Preferred Qualifications:*** Bachelor's degree* Strong Interpersonal skills* Excellent Customer Service, highly motivated, focused and goal oriented.* Strong organizational skills with attention to detail, planning and follow-up.* Strong written and verbal communication skills, including professional grammar and demeanor.* Ability to work in fast paced environment with strict deadlines.* Is able to work independently.* Administrative experience with financial services industry.* Strong knowledge of Huntington applications**Exempt Status: (Yes** = not eligible for overtime pay) (**No** = eligible for overtime pay)No**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.