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Wealth and Investment Service Specialist II (Financial Services)
Описание вакансии
Текст:
TL;DR
Wealth and Investment Service Specialist II (Financial Services): Supporting high-net-worth clients and Wealth Advisors through account establishment, documentation, servicing, and issue resolution with an accent on banking operations, wealth management, and investment services. Focus on resolving complex account problems, managing client documentation, conducting proactive outreach, and maintaining compliance with risk policies and procedures.
Location: Beachwood, Ohio, United States; office-based
Company
Financial services institution providing private banking, trust, investment management, deposit, lending, and mortgage services.
What you will do
- Manage day-to-day client interactions related to establishing, documenting, maintaining, and servicing personal and business deposit accounts.
- Support wealth and investment management accounts and services, consumer lending, and mortgages.
- Partner with Wealth Advisors to obtain applicant and financial information and support the sales process.
- Provide detailed account information, build client relationships, and deliver service to high-net-worth customers.
- Research, analyze, and resolve complex account problems while identifying and managing risk.
- Conduct monthly proactive client outreach and participate in Calling Days.
Requirements
- High school diploma.
- At least two years of customer service experience in banking or wealth and investment financial services.
- Microsoft Suite proficiency when supporting a Wealth Advisor role.
- Notary Public qualification.
- Strong interpersonal, organizational, written, and verbal communication skills, with attention to detail and follow-up.
- Must be currently authorized to work full-time in the United States; immigration sponsorship is not available.
Nice to have
- Bachelor’s degree.
- Administrative experience in the financial services industry.
- Strong knowledge of Huntington applications.
Culture & Benefits
- Full-time office workplace.
- Work requires independent execution in a fast-paced environment with strict deadlines.
- Focus on service excellence, risk awareness, and adherence to policies and procedures.