Huntington National Bank Wealth & Investment Service Specialist in Columbus, Ohio
Wealth & Investment Management Service Specialist II Provides first line sales and service support for The Private Bank customers through partnering with one or more Relationship Managers, Client Advisors and is responsible for the day to day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance, and servicing of the relationship. Maintains an effective rapport with clients and Huntington personnel. Services customers by providing detailed information on specific accounts and disbursing funds as appropriate. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Makes routine decisions in the absence of an officer. Assists the Relationship Manager, Client Advisor, by processing and maintaining accurate and complete documentation. Compiles information from a variety of sources to prepare various reports. Communicates information by composing memos and correspondence to clients, officers, attorneys, agencies and others.
Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures.
Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
Participate in identifying issues of concern and keeping department management informed as needed.
Periodic follow up with service partners to ensure that pending items are completed timely and correct.
Other duties may also include typing, answering telephones and filing.
High School Diploma
3+ years experience in Wealth Management
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.