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Investment Client Services Representative
Huntington Bancshares
Columbus, OH, United States
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Description
As an Investment Client Services Representative 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 process and procedures to assist with escalated issues and problem resolution. In addition, you will learn a broad view of brokerage operations.
Provide great customer service to investment clients over the phone:
• Identifying, research and resolve 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
• Strong customer focus and active listening skills
Basic Qualifications:
• High school diploma
• Minimum 1-3 years' experience working in Financial Client Services
Preferred Qualifications:
• Series 7 License preferred
• Series 63 License preferred
• Previous brokerage/investment knowledge or comparable experience required
• Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
• Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred
• Attention to detail
• Experience working in call center environment preferred
• Life and Health Licenses must be obtained within 6 months of hire