Private Bank Service Specialist III
On-site · United StatesNo visa sponsorship
Core
Support Wealth Advisors in servicing high-net-worth clients by managing account documentation, resolving complex account issues, and conducting proactive outreach.
Role type
Private Bank Service Specialist
Builds
Client relationships and account servicing for Private Banking, Trust, and Investment Management practices
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer service, financial services experience, Microsoft Office proficiency, Notary Public, account administration
Preferred skills
Bachelor's degree, strong organizational skills, written and verbal communication, ability to work independently, knowledge of Huntington applications