5 investment specialist jobs found

Position Title Wealth Services Sales Support & Service Specialist   Location Grand Rapids, MI 49534-4546   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES...

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will support the state of Michigan. The ideal candidate will  live in Central Michigan as this role will support plans in Genesee County, Ingham County and surronding and surrounding areas. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide...

Position Title First Line Risk and Control Advisory Lead   Location Jackson, MI 49201   Job Summary The First Line Risk and Control Advisory (FLRCA) Lead will assist ensuring the team achieves and maintains a consistent and efficient approach to the review of all required materials. The Team Lead will help with the review of all or a sampling of BU data. For example, new and renewal accounts/loans post opening/boarding and funding, for approval, completeness and accuracy including but not limited to regulatory requirements (for example, CRE, C&I, Syndication and Small Business). In addition, the Team Lead will perform a wide variety of tasks related to quality control servicing according to established policies, procedures and regulatory guidelines thus ensuring overall quality and integrity of the Bank’s Lending or Deposit portfolio. The FLRCA Team Lead will contribute to the analysis of findings from the FLRCA Analysts and Specialists review to assist the team in...

Description Summary: As an Area Customer Experience Specialist (ACES), you will provide a best-in-class experience to both customers and colleagues, supporting branches within a region during their time of need. Providing multi-branch support helps you to gain additional experience and exposure to customer interactions that will enhance your knowledge and skills and allow you to be an excellent resource for branch colleagues across the region. Colleagues on the ACES team will have the opportunity to travel between local branches and will need to be adaptable to work in different locations that can change daily. Dependability is a key component of the role and colleagues on the ACES team must have access to reliable transportation to facilitate working in multiple branches. ACES will be culture carriers, creating impact into each branch that they visit. One of the many benefits of this role includes having a...