Bachelor's degree in business, finance, or related field preferred
10+ years of experience in Client Service
Prior leadership or management experience preferred
Familiarity with Fidelity and Schwab custodial platforms
Proficiency in Microsoft 365 (Word, Excel, Outlook, PowerPoint)
Experience with CRM and Portfolio Accounting System is a plus
Responsibilities
Manage and oversee Client Service team operations
Develop and refine practice standards in Client Service
Collaborate with third-party custodial service teams for efficiency
Design career paths and training for team members
Provide updates during Advisor Team and firm meetings
Ensure effective communication across departments
Implement quality controls for onboarding and new accounts
Support ongoing digital transformation initiatives
Benefits
Flexible work arrangements combining in-office and remote work options
Strong emphasis on team culture and collegiality
Opportunity for personal development and training
Involvement in strategic planning and firm goals
Exposure to financial markets and related developments
Full Job Description
Description
Summary:
Responsible for managing the firm's Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.
Client Responsibilities
Works with clients to open and/or service portfolio accounts per request of Wealth Advisor
Attend meetings with clients as needed
Team Responsibilities
Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices
Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient
Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up
Provide routine updates during Advisor Team Meetings and firm staff meetings on matters related to Client Service
Work to ensure there is strong communication between Client Service and all other departments, particularly, Operations and Wealth Advisory
Complete performance reviews and work with Client Service team members on personal development, training, goals, etc.
Develop a system of quality controls and review for Client Service, particularly for the onboarding and new accounts process
Work closely with internal teams to continue ongoing digital transformation
Firm Responsibilities
Understand and support the firm's vision, mission, and strategy
Identify department goals, priorities and timelines, working in conjunction with firm goals and long-run, strategic plan
Ensure a strong team culture, high degree of communication, collegiality, excellent service and execution
Stays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clients
Comply with all the firm's HR and Compliance policies
Degrees and Designations
Bachelor's degree (B.A. or B.S.) from a four-year college or university, prefer ably with a degree in business, finance or a related field
No certificates or licenses required
Experience Requirement
10+ years of experience in the area of Client Service
Prior experience with Fidelity, Schwab custodial platforms
Proficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)
Experience with CRM and Portfolio Accounting System, and Document Management software is a plus
Skills Required
Superior organizational and time management skills and ability to multitask under pressure
Strong attention to detail, accurate compilation of information, while adhering to internal deadlines
Excellent interpersonal communication skills, both verbal and written
Proactive, strong work ethic and stable work history
Professional appearance and demeanor
Ability to work well in a team environment
High attention to detail and timely follow-through
Supervisory Responsibilities:
Manages the Client Service Team
Is responsible for the overall direction, coordination, and evaluation of these employees
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes
Workplace Type: Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
About Huntington Bancshares Inc.
Huntington Bancshares is a bank holding company that operates through its subsidiary, The Huntington National Bank. The bank provides a range of financial services to individuals, small businesses, corporations, and other organizations. The company was founded in 1866 in Columbus, Ohio, and has since grown to become one of the largest banks in the Midwest. As of 2021, the bank has over 800 branches and more than 1,400 ATMs across seven states. Huntington Bancshares is publicly traded on the NASDAQ stock exchange.
