Job Information
Huntington National Bank HFA Client Services Associate in Lansing, Michigan
Description
Summary:
As an HFA Client Services Associate you will be a key member on the centralized support services team to deliver a great experience to Huntington Financial Advisor clients via telephone and email. You will work in a team environment to assist clients with account information, place trades, and other service-oriented transactions. This position will require you to develop an expertise on HFA policies and procedures, assist with escalated issues, and problem resolution. In addition, you will learn a broad view of brokerage operations.
Duties and Responsibilities:
Provide great customer service to investment clients over the phone identifying, researching and resolving issues with accounts
Responsible for accepting and executing trades for clients over the telephone
Develop and maintain effective rapport with clients and internal/external partners
Resolve conflicts and manage customer expectations
Take ownership of each client while empathizing and prioritizing client needs
Performs other duties as assigned.
Basic Qualifications:
High school diploma
At least 1 year experience in financial industry
Series 6 and 63
Additional License Requirement:
- State Life and Health and Series 7 required to be obtained within 120 days of hire
Preferred Qualifications:
Previous brokerage/investment knowledge or comparable experience
Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
Strong customer focus and active listening skills
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred Attention to detail
Experience working in call center environment preferred
State Life and Health , Series 7 , and Series 63
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position