Institutional Sales Support Associate

Huntington National Bank

. Support the institutional sales team throughout the trade lifecycle, including onboarding, trade support, settlement coordination, and exception management .

Posted 9/22/2026full-timeUnited StatesJuniorMid-Level💰 $70,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and operations within the financial services sector, with a strong focus on onboarding, trade processing, and compliance. Proven ability to build and maintain client relationships while delivering high-quality results in a fast-paced environment.

Highest-signal resume keywords

Client Service ExperienceFINRA SIE, Series 7, Series 63Broker-Dealer OperationsOnboarding and Account MaintenanceExperience with Pershing NetX360 or Bloomberg TOMS

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade ProcessingSettlement CoordinationException ManagementAccount MaintenanceLiquidity Products SupportSecurities Trade ProcessingRegulatory ComplianceProblem SolvingClient Relationship ManagementDocumentation Coordination

Soft Skills

Exceptional Communication SkillsStrong Organizational SkillsInterpersonal SkillsAbility to Manage Multiple PrioritiesAdaptability to Change

Tools & Technologies

Pershing NetX360Bloomberg TOMS

Certifications & Qualifications

FINRA SIESeries 7Series 63

Industry Keywords

InvestmentsFinancial ServicesCapital MarketsBroker-DealerFixed Income

About the role

Key responsibilities & impact

Support the institutional sales team throughout the trade lifecycle, including onboarding, trade support, settlement coordination, and exception management
Develop and maintain trusted client relationships by delivering an exceptional client experience
Serve as the primary point of contact for clients, sales representatives, and internal partners, and may escalate client servicing issues
Identify, research, analyze, and resolve complex account problems
Coordinate and process account onboarding and maintenance documentation
Update and verify client account information and transaction details in relevant systems
Ensure compliance with standard regulations and processes
Deliver scalable, repeatable processes for accurate and timely handling of client requests
Maintain knowledge of products, services, systems, technology, policies, and procedures
Support Liquidity products onboarding, services, trading, system demonstrations, trade processing, and settlement processing
Collaborate on accurate and timely securities trade and settlement processing
Facilitate funds movement requests
Maintain desktop procedures and resources
Contribute to special projects, process improvements, service delivery enhancements, and scalable client experience initiatives

Requirements

What you’ll need

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 client service experience within Investments/Financial Services or related experience
Bachelor’s Degree preferred
At least 1 year of Broker dealer experience preferred
FINRA SIE, Series 7 and Series 63 preferred
Experience supporting institutional clients within a broker-dealer, capital markets, or investment services environment
Experience supporting fixed income, liquidity, or capital markets products
Experience with onboarding, account maintenance, trade processing, and settlement activities
Knowledge of broker-dealer operations, regulatory requirements, and client servicing practices
Experience with Pershing NetX360, Bloomberg TOMS, or similar industry platforms
Proven experience in client service, operations, or sales support within financial services
Exceptional written, verbal and interpersonal communication skills
Strong organizational and problem-solving skills
Ability to manage multiple priorities in a fast-paced environment and adapt to change
Ability to deliver accurate, timely, and high-quality results
Ability to build strong partnerships with clients and internal stakeholders

Benefits

Comp & perks

Incentive compensation plan eligibility
Health insurance coverage
Wellness program
Life and disability insurance
Retirement savings plan
Paid leave programs
Paid holidays
Paid time off (PTO)