HFA Central CRS

Full Time
Ohio
Posted
Job description

Description

As a Central Sales Support Specialist you will be a key member on the Centralized Support Teams to deliver a great advisor and client experience. You will provide day to day sales support to financial advisors including responding to client inquiries, processing account transactions, and assisting with account opening. Provide excellent service by building rapport with clients and internal/external partners. This position will require you to develop an expertise on process and procedures to assist with identifying, researching, and resolving client account and operational issues. Must maintain a current knowledge of products, services, systems and related technology.

Basic Qualifications:

  • Bachelor's Degree or at least 5 years of experience within Investments/Financial Services

  • At least 9 months of customer service experience within Investments/Financial Services

  • Series 6, Series 63, and Life and Health license

Preferred Qualifications:

  • Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem solving skills

  • Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred

  • Proficiency in Microsoft Office suite (Excel, Word, Outlook and PowerPoint

  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

  • Demonstrated high degree of initiative and accountability

  • Ability to manage multiple priorities in a fast paced environment; adaptive to change

#HFA

#Ll-remote


Exempt Status: (Yes
= not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Hybrid

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

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