National Advice Center Service Specialist II

Huntington National Bank•Columbus, OH

1d•Hybrid

About The Position

The National Advice Center (NAC) Service Specialist II serves support specialist for Huntington Financial Advisors working with the clients, advisors, and leadership team within the National Advice Center. This position provides service for existing HFA clients with their current investment relationship, proactively calls NAC clients, sets appointments with NAC Financial Advisors, and supports NAC Financial Advisors service needs. This is accomplished through inbound and proactive outbound phone-based client interactions.

Requirements

High School Diploma or equivalent
1+ years of related experience in investment industry with a focus on service/sales.
FINRA Series 6 and 63
State Health and Life, Series 7 and Series 66 or 63/65 required to be obtained within 120 days of hire

Nice To Haves

Bachelor’s Degree
2-3 years of experience in an investments area
Experience developing and leveraging relationships with internal partners remotely and/or over the phone
Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
State Health and Life, Series 7, and Series 66 or 63/65

Responsibilities

Provide prompt, courteous, and accurate servicing through phone-based client interactions.
Deliver an engaging client experience to effectively take care of our client's financial and service needs.
Will assist with client directed orders for equities, fixed income and other approved market products.
Able to service and troubleshoot the client’s digital experience with the firm’s online financial planning tools and functionality.
Responsible for personal referral goals and client service objectives through inbound and outbound telephone interactions with existing National Advice Center (NAC) clients.
High level of proactive outreach to existing NAC client book of business to find opportunities to deepen current wallet share with Huntington Financial Advisors (HFA) and Huntington Bank.
Responsible for business development through partnering with NAC Financial Advisor colleagues through referrals to this team.
Assists NAC Financial Advisors by processing and maintaining documentation for account servicing or onboarding, resolving discrepancies, and meeting preparation.
Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements.
Completes all assigned firm and regulatory training and continuing education by required deadlines.
Maintains current knowledge of all available investment and insurance solutions.
Perform other duties as assigned.