Institutional Sales Support Associate

Huntington Bancshares Inc•Columbus, OH

57d•Onsite

About The Position

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

Requirements

High School Diploma or Equivalent
5 or more years of experience within Investments/Financial Services
Must obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63
1 or more years of customer service experience within Investments/Financial Services or related experience

Nice To Haves

Bachelor's Degree
At least 1 year of Broker dealer experience
FINRA SIE, Series 7 and Series 63
Proven experience in client service, operations, or sales support within financial services
Detail oriented with exceptional written, verbal and interpersonal communication skills as well as strong organizational skills and problem-solving skills
Ability to manage multiple priorities in a fast-paced environment; adaptive to change
Provide excellent customer service by building rapport with customers and internal/external partners
Ability to create and foster strong partnerships with business partners and work well in a team environment
Experience with Institutional customers and fixed income products
Experience with Pershing Netx360 platform and Bloomberg TOMs

Responsibilities

Develop and maintain strong, trusted customer relationships by delivering exceptional customer experience
Serve as primary point of contact for customers, sales representatives, and internal partners. May act as an escalation point for client servicing issues
Responsible 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 submission
Performs 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 processing
Collaborate with team members to ensure accurate and timely securities trade and settlement processing
Facilitate funds movement requests
Maintain desktop procedures and resources