1 investment specialist jobs found in Indianapolis, IN

Description This is an in office role and can sit anywhere in the footprint of Huntington. Summary: The National Advice Center (NAC) Service Specialist II serves support specialist for Huntington Financial Advisors working with the clients, advisors, and leadership team within the National Advice Center. This position provides service for existing HFA clients with their current investment relationship, proactively calls NAC clients, sets appointments with NAC Financial Advisors, and supports NAC Financial Advisors service needs. This is accomplished through inbound and proactive outbound phone-based client interactions. Duties and Responsibilities: Provide prompt, courteous, and accurate servicing through phone-based client interactions. Deliver an engaging client experience to effectively take care of our client's financial and service needs. Will assist with client directed orders for equities,...