This Account Relationship Associate position is full-time, 40 hours, Monday through Friday. The individual in this position will provide administrative support to one or more Investment officers. Daily responsibilities include: responding to client inquiries, processing transactions related to client accounts, and preparing financial reports.
This Account Relationship Associate position provides "Simply the Best" customer service at all times.
The individual in this position:
Builds an effective rapport with clients and Huntington personnel
Services customers by providing detailed information on specific accounts
Identifies, researches, analyzes and resolves customer account/operational issues
Prepares various internal reports, memos and correspondence
Maintains up to date knowledge of products, services, departmental systems and related technology, policies and procedures.
Duties may also include typing, answering telephones and filing.
High School Diploma or GED, advanced degree preferred Minimum 1 year experience working in a Customer Service/Administrative support role (Retail Banking, Investments, Financial Services)
Other Traits, Characteristics and Experience
Must obtain Life & Health licenses within 90 days of passing securities exam Series 6 & 63 - preferred (S63 only if state requirement) within 90 days The individual selected will have the opportunity to become licensed and continue to grow with the Company. Excellent in customer service, highly motivated, focused, and goal oriented Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to build and expand quality internal and external customer relationships Ability to multi-task PC and Internet proficiency Additional Details
Based on experience this position may be filled at the senior level.
Huntington does not accept solicitation from Third Party Recruiters for any position
Huntington Bancshares - 21 months ago