Private Bank Service Specialist III (Wealth Management)

Location: Atlanta, GA; office-based. Applicants must be currently authorized to work full-time in the United States.

Company

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

What you will do

• Manage day-to-day client interactions related to account establishment, documentation, maintenance, and servicing.
• Support Wealth Advisors and high-net-worth clients across personal and business deposits, wealth and investment management, consumer lending, and mortgages.
• Collect applicant and financial information and documentation for new accounts, loans, and servicing requests.
• Provide detailed account information, build client relationships, and resolve complex account problems.
• Conduct monthly proactive client outreach and participate in Calling Days.
• Identify, assess, and manage risk while following policies and procedures across Private Banking, Trust, and Investment Management.

Requirements

• High school diploma.
• At least 2 years of customer service experience in banking or Wealth & Investment Financial Services.
• Microsoft Suite proficiency when supporting a Wealth Advisor role.
• Notary Public.
• Current authorization to work full-time in the United States; immigration sponsorship is not available.

Nice to have

• Bachelor's degree.
• Strong interpersonal, written, and verbal communication skills, including professional grammar and demeanor.
• Excellent customer service, motivation, focus, and goal orientation.
• Strong organization, attention to detail, planning, and follow-up skills.
• Ability to work in a fast-paced environment with strict deadlines and work independently.
• Administrative experience in financial services and strong knowledge of Huntington applications.

Culture & Benefits

• Office workplace with possible flexible arrangements for certain positions outside the branch network; specific arrangements are determined by the hiring team.
• Equal opportunity employer.
• Tobacco-free hiring practice.