Description

The Institutional Sales Support Associate plays a vital role in delivering exceptional service and operational support to institutional sales representatives and clients. This position will require you to develop a strong understanding of internal processes and procedures, as well as the ability to resolve escalated issues efficiently and professionally. You will partner closely with internal and external partners, acting as a liaison between clients, sales teams, and internal departments.

In this dynamic role, you’ll also have the opportunity to contribute to special projects aimed at driving process improvements and enhancing service delivery.

This role is responsible for providing day-to-day sales support and coordinating a wide range of client service activities, including client onboarding and maintenance, processing account documentation, supporting and processing trades, facilitating funds movement, responding to client inquiries, and assisting with business development initiatives

Develop and maintain strong, trusted customer relationships by delivering exceptional customer experienceServe as primary point of contact for customers, sales representatives, and internal partners. May act as an escalation point for client servicing issuesResponsible for identifying, researching, analyzing and resolving complex problems with accounts. Coordinate and process account onboarding/maintenance documentation and relevant information for accuracy and completeness before submissionPerforms updates and verifies client account information and/or transaction details in relevant systems and ensures compliance with standard regulations and processes.Delivers scalable, repeatable processes to ensure all client requests have been handled accurately and timely.Responsible for maintaining a high level of knowledge of products and services, systems and related technology, policies and procedures. Support Liquidity products onboarding, services, and trading including The Huntington Liquidity Portal platform including system demonstrations, trade and settlement processingCollaborate with team members to ensure accurate and timely securities trade and settlement processingFacilitate funds movement requestsMaintain desktop procedures and resources

Basic Qualifications:

Bachelor’s degree or Equivalent experience5 or more years of experience within Investments/Financial ServicesMust obtain within 12 months of hire the FINRA SIE, Series 7 and Series 631 or more years of customer service experience within Investments/Financial Services or related experience

Preferred Qualifications:

At least 1 year of Broker dealer experienceFINRA SIE, Series 7 and Series 63Proven experience in client service, operations, or sales support within financial servicesDetail oriented with exceptional written, verbal and interpersonal communication skills as well as strong organizational skills and problem-solving skillsAbility to manage multiple priorities in a fast-paced environment; adaptive to changeProvide excellent customer service by building rapport with customers and internal/external partnersAbility to create and foster strong partnerships with business partners and work well in a team environmentExperience with Institutional customers and fixed income productsExperience with Pershing Netx360 platform and Bloomberg TOMs

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.