Premier Service Specialist II

Description

Summary: The Premier Service Specialist II provides administrative and service support for investment management, IRA, and/or trust relationships within the Premier Solutions segment in the Private Bank, serving clients with under $1MM in assets. This role emphasizes operational accuracy, fiduciary awareness, and a high‑quality client experience for Premier Solutions clients, beneficiaries, and advisors.

Duties and Responsibilities:

• Support the daily administration of Premier Solutions accounts, including funds movement, asset transfers, RMD processing, and beneficiary distributions.

• Serve as a primary point of contact for clients, Premier Relationship Managers, and internal partners.

• Maintain accurate documentation in accordance with bank polices, procedures and regulatory requirements.

• Monitor account activity to ensure alignment with governing documents and compliance standards.

• Partner closely with middle office for opening, onboarding and closing Premier Solutions accounts.

• Collaborate with investment, operations, tax, and fiduciary partners to ensure efficient service delivery.

• Perform other duties as assigned.

Basic Qualifications:

• High School Diploma, GED, or equivalent education

• 2+ years of experience in financial services relationship management and account servicing

Preferred Qualifications:

• Associate’s or Bachelor’s degree in Finance, Business, or related field.

• 2+ years of experience in financial services relationship management and account servicing.

• Working knowledge of basic fiduciary principles, trust structures, and retirement account rules.

• Strong communication and client service skills with an ability to support a high‑volume client segment.

• Experience with trust or wealth management systems.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

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.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice:
Visit Huntington's Career Web Site for more details.