"Alerted.org

Description

Summary:

Responsible for the strategy, development, and ongoing management of the central support teams – including Client Services, Advisor Services, and the Central Support teams. Incorporates segment strategy of all central support needs for all delivery channels – new and existing. Responsible for the development and management of service level agreements for each support team. Develops employee key metrics designed to focus on consistent and accurate performance of all support teams. Responsible for reporting and trending analysis for Executive Management. Responsible for the implementation and adherence to a cohesive governance model and resource database. Oversight of all processes and procedures for all central support teams. Ongoing monitoring for opportunities to improve the overall client and financial advisor experience. Facilitates ongoing collaboration with the field and regional sales support personnel to ensure processes align, as well as identifying opportunities for overall improvements in front and back-office procedures. Oversight and partnership with communications team for all field and client communications.

Duties and Responsibilities:

+ Manage centralized support services team and provide administrative support to investment teams.

+ Ensure compliance with policies and procedures and coordinate complex tasks.

+ Oversee account documentation review and address documentation issues.

+ Develop and update support processes and collaborate with internal departments.

+ Enhance customer service experience and communicate with clients/advisors.

+ Ensure task completion and quality and lead training/development initiatives.

+ Drive continuous improvement and monitor performance metrics.

+ Assist in setup/administration of department software application (TeamMate).

+ Assist in adherence to regulations/best practices and lead compliance risk management activities.

+ Maintain thorough knowledge of laws/regulations and support compliance management.

+ Develop and manage compliance testing program/methodology.

+ Liaise with CRM departments and assist in risk assessment.

+ Perform other duties as assigned.

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.

Huntington is an Equal Opportunity Employer.

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

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.