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Jobs / Investment Analyst in United States of America
8 days ago
Huntington·8 days ago
8 days ago

Wealth and Investment Service Specialist III

Houston Park Towers, United States of AmericaMid · 2-5 years

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About this role

Description

Summary:

The Wealth and Investment Service Specialist III is responsible for leading, onboarding/training, mentoring service specialists while completing assigned projects and supporting high-end sales advisors with client relationships.

Duties and Responsibilities:

  • Train and mentor existing service specialists on policies/procedures/products/job expectations. 
  • Assist Section Manager or Lead to train/onboard new service specialist colleagues. 
  • Assist/Complete special projects. 
  • Support high-end sales advisor(s) with establishment, retention or maintenance of client relationships.
  • Perform other duties as assigned.

Basic Qualifications:

  • High school diploma or equivalent
  • 5+ years of related experience


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

No

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.

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

H1B sponsor likely
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