HFA Client Services Associate
Published date: 2024/01/10
- Location: Nagpur, Maharashtra, India
Description
Summary:
As an HFA Client Services Associate 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 HFA policies and procedures, assist with escalated issues, and problem resolution. In addition, you will learn a broad view of brokerage operations.
Duties and Responsibilities:
• Provide great customer service to investment clients over the phone identifying, researching and resolving 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
• Performs other duties as assigned.
Basic Qualifications:
• High school diploma
• At least 1 year experience in financial industry
• Series 6 and 63
Additional License Requirement:
• State Life and Health and Series 7 required to be obtained within 120 days of hire
Preferred Qualifications:
• Previous brokerage/investment knowledge or comparable experience
• Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
• Strong customer focus and active listening skills
• Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred Attention to detail
• Experience working in call center environment preferred
• State Life and Health, Series 7, and Series 63
#Ll-Remote
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
No
Workplace Type:
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
Summary:
As an HFA Client Services Associate 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 HFA policies and procedures, assist with escalated issues, and problem resolution. In addition, you will learn a broad view of brokerage operations.
Duties and Responsibilities:
• Provide great customer service to investment clients over the phone identifying, researching and resolving 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
• Performs other duties as assigned.
Basic Qualifications:
• High school diploma
• At least 1 year experience in financial industry
• Series 6 and 63
Additional License Requirement:
• State Life and Health and Series 7 required to be obtained within 120 days of hire
Preferred Qualifications:
• Previous brokerage/investment knowledge or comparable experience
• Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
• Strong customer focus and active listening skills
• Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred Attention to detail
• Experience working in call center environment preferred
• State Life and Health, Series 7, and Series 63
#Ll-Remote
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
No
Workplace Type:
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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