Institutional Sales Support Associate

Institutional Sales Support Associate

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 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

Basic Qualifications:

• 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

Preferred Qualifications:

• 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

Exempt Status: Yes = not eligible for overtime pay

Workplace Type: Office

Compensation Range: 70,000.00 - 140,000.00 Annual

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.