Wealth and Investment Service Specialist III
Huntington National Bank
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. Description: 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 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. #J-18808-Ljbffr Huntington National Bank
- 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...SuggestedFull timeH1bWork at officeRemote workWork from home
$10k
Financial Analyst III, Corporate Finance (Finance) POSITION TITLE: Financial Analyst... ...proud to offer a full suite of health and wealth benefits for you and your loved ones. Below... ...18 days per year based on years of service). All offices provide free beverages and...SuggestedFull timeTemporary workWork at officeWork from homeMonday to Thursday- ...opportunity to build something transformational, you'll feel right at home here. They are hiring a Retail Power Portfolio Analyst III to own COGS reporting, portfolio performance, and pricing insight for our Residential and Small Commercial retail book in ERCOT...SuggestedTemporary workSeasonal workWork at officeRemote work
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- ...responsible for designing and delivering tailored wealth strategies for high‑net‑worth individuals... ...may be filled as a Level I, II, or III. Additional responsibilities and... ...consolidate assets or introduce additional services such as credit, fiduciary support, or financial...SuggestedTemporary workPrivate practice
- Trustmark Bank in Houston seeks a Private Wealth Advisor I/II/III to design and deliver tailored wealth strategies for high-net-worth individuals... ..., and financial planning opportunities while ensuring exceptional client service and #J-18808-Ljbffr Trustmark National Bank
- ...reports. Continually develops new tools and modeling to improve forecasting accuracy, sustainability, and processes. Financial Analyst III JOB RESPONSIBILITIES Assist in maintaining financial forecast models for the projection, monitoring, and real-time...
$2,275.77 - $2,744.5 per month
...OVERVIEW Applications accepted from: ALL PERSONS INTERESTED Service Line/Section: Financial Management Services (FMS)/Fiscal... ...This is a Houston Public Works Department Position at the Tier III Level. MINIMUM REQUIREMENTS EDUCATIONAL REQUIREMENTS:...Daily paidFull timeWork at officeRemote workMonday to FridayFlexible hours- Your Future TeamPresidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio... ...TXThe Role The Private Investment Specialist will report to the Private...Permanent employmentFull timeWork at officeLocal area
- ...worth and ultra-high net worth wealth clients. Responsible for... ...needs-based, high-level client service and through delivery of the full... ...work with various specialists and IRM partners who are designated... ...credit, mortgage, planning, investment, trust and fiduciary services...Full timePart timeWork at officeLocal areaShift workDay shift
- ...BOK Financial Private Wealth, Inc. BOKF, NA operates... ...and Cavanal Hill Investment Management, Inc. BOKF,... ...a Client Relationship Specialist II. You'll be positioned... ...Relationship Specialist III supports relationship... ...TouchPoint Sales and Service.You'll manage exception...
- ...Department of Public Works & Engineering Emergency Management position at the Tier III Level. Position Overview Applications will be accepted from: All Persons Interested Division/Service Line Financial Management Services/Financial Reporting & Fixed Assets Location 6...Work at officeMonday to Friday
- Crown Castle is seeking a Financial Analyst III for Corporate Finance. The role focuses on financial analysis, valuation, and long-term modeling to inform decisions in strategic planning, investor relations, and M&A. Strong Excel/PowerPoint and communication skills are...Work at officeRemote work
$96.51k - $125.49k
ERP Applications Analyst III - PeopleSoft Financials - Cash/Treasury Join to apply for the ERP Applications Analyst III - PeopleSoft... ...primary care, wellness, disease management and population health services. Ben Taub Hospital (Level 1 Trauma Center) and Lyndon B. Johnson...Permanent employmentFull timeContract workWork experience placementWork at officeRemote workRelocationRelocation package- The Private Investment Specialist role at the Houston office of Presidio Wealth Partners, an advisory practice of Hightower, reports to the Private Investment Operations Manager and collaborates with the Director of Private Investments to enhance reporting and operations...Work at office
- ...seeking a highly motivated, experienced Financial Clearance Specialist III (Remote) to join our dynamic referral team. This team plays a... ...hospitals to UTHealth physicians. Deliver exceptional customer service by guiding patients through the process until they are...Full timeFor contractorsLive inRemote work
- Merrill Wealth Management is seeking a dedicated Client Service Associate to support Financial Advisors, helping deliver personalized service and solutions... ...office role, you will educate clients on banking and investment offerings, coordinate with the FA team, and help...Work at office
- BNY seeks a Specialist, Client Service Management in Houston to support Wealth Management clients with daily transactions and inquiries. You’ll work under supervision to resolve issues, maintain client relationships, and provide updates across channels. The role emphasizes...
- BNY Mellon in Houston, TX seeks a Specialist, Client Service Management to join our Wealth Management team. You will provide quality client support, resolve daily transaction issues, and maintain strong client relationships. The role emphasizes effective communication,...
- ...team dedicated to delivering wealth management solutions and... ...wealth management, including investments, lending, banking, and trust... ...deliver first‑class client service tailored to their unique needs... ...team of bankers, investment specialists, wealth advisors, and lending...Full timeTraineeshipSummer workSummer internship
- The Actuarial Analyst III supports actuarial projection models used in American National's retail annuity business. This role contributes... ...by our core values- Financial Strength, Integrity, Respect, Service, and Teamwork (FIRST)- we foster a collaborative, people‑...Casual work
- ...in Global Private Bank through our Analyst Program in Houston, TX. This nine-week program provides exposure to wealth management, investing, and client service, where you'll develop critical skills alongside a supportive team. The ideal candidate is pursuing a Bachelor’...Full timeTraineeshipSummer work
- American National in Houston, TX seeks an Actuarial Analyst III to support actuarial projection models for retail annuities, including Python-based modeling, FABN projections, and plan forecasts that feed corporate planning and GAAP reporting. Work with actuarial, finance...
- Willis Johnson Wealth in Houston, TX seeks a Financial Planning Analyst to support Wealth Managers on financial strategies, plans,... ...Wealth Manager within 24-36 months, with exposure to tax planning, investments, and personal financial planning. #J-18808-Ljbffr Willis...
- Presidio Wealth Partners, an advisory practice of Hightower, seeks a Private Investment Specialist in Houston to enhance reporting and operational functions of the Private Investment department. You will work closely with managers to streamline processes and deliver accurate...Work at office
- Huntington National Bank is seeking a Wealth and Investment Service Specialist III to lead and mentor service specialists, onboard and train new staff, and assist high-end sales advisors with client relationships. Responsibilities include handling special projects and...Work at office
- ...Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and... ...solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking...Full timePart timeWork experience placementBank staffShift workDay shift
- Huntington Bancshares Inc. is seeking a Wealth and Investment Service Specialist III to lead, onboard and mentor service specialists while supporting high-end sales advisors with client relationships. The role emphasizes coaching for policy procedures, product knowledge...
- ...patient care. That’s where you come in.Once you join us you won't want to leave. It’s because we reward our team for the excellent service they provide. Our total rewards package includes the benefits you’d expect from a top healthcare organization (benefits, insurance,...Full timeFor contractorsLive inRemote work
$45.26 - $67.32 per hour
...Job Summary and Responsibilities As a Field Service Specialist, you will provide specialized repair and maintenance services for diagnostic imaging (radiology, nuclear medicine, ultrasound, etc.) and biomedical equipment, expanding on FSS I duties. Daily, you will...Contract workWork from homeNight shift
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