HFA NAC Service Specialist II
On-siteNo visa sponsorship
Core
Service specialist supporting Huntington Financial Advisors by managing client relationships, processing investment orders, and troubleshooting digital tools via phone.
Role type
Client service specialist (financial services)
Builds
Client service interactions and account servicing for existing HFA clients
Domain
Financial services / Investment advisory
Deliverable
client delivery
Required skills
Phone-based client interaction, equities and fixed income order processing, digital platform troubleshooting, proactive client outreach, regulatory compliance, investment and insurance product knowledge
Preferred skills
Bachelor's degree, 2-3 years investment experience, relationship development, effective communication
Technologies
Online financial planning tools, firm digital platforms