Wealth & Investment Service Specialist II

Location: Toledo, Ohio; office workplace. Applicants must be currently authorized to work in the United States on a full-time basis.

Company

hirify.global provides private banking, trust, wealth management, investment, deposit, lending, and mortgage services.

What you will do

• Manage day-to-day client interactions for account establishment, documentation, maintenance, and servicing.
• Partner with Wealth Advisors to support sales activities and deliver service to high-net-worth clients.
• Collect applicant and financial information for new accounts, loans, and servicing requests.
• Provide detailed account information, build client relationships, and conduct proactive monthly outreach.
• Research, analyze, and resolve complex account problems while identifying and managing risk.

Requirements

• High school diploma.
• Two years of customer service experience in banking or wealth and investment financial services.
• Microsoft Office proficiency when supporting a Wealth Advisor role.
• Notary Public certification.
• Strong organizational, communication, interpersonal, and customer service skills.
• Current authorization to work full-time in the United States; immigration sponsorship is not available.

Nice to have

• Bachelor’s degree.
• Administrative experience in financial services.
• Strong knowledge of Huntington applications.
• Ability to work independently in a fast-paced environment with strict deadlines.

Culture & Benefits

• Office-based workplace with specific work arrangements confirmed by the hiring team.
• Focus on service excellence, risk awareness, and adherence to policies and procedures.
• Equal opportunity and tobacco-free hiring practices.