HFA Service Specialist II (Financial Services)

Location: Columbus, Ohio, United States; office-based

Company

hirify.global provides banking, investment, and financial services.

What you will do

• Manage day-to-day client interactions and support the establishment, documentation, maintenance, and servicing of client relationships.
• Provide detailed account information, build client rapport, and resolve complex account and operational issues.
• Collect and review financial information and documentation for new accounts, loans, and servicing requests.
• Support Advisors by maintaining documentation, resolving discrepancies, preparing reports and correspondence, and assisting with meetings and presentations.
• Maintain current knowledge of investment products, services, departmental systems, digital customer experiences, policies, and procedures.

Requirements

• Bachelor's degree or at least five years of experience in investments or financial services.
• At least nine months of customer service experience in investments or financial services.
• Series 6, Series 63, and Life and Health licenses.
• Strong written, verbal, interpersonal, organizational, and problem-solving skills.
• Ability to work independently and collaboratively, manage multiple priorities, and adapt to change.
• Applicants must already be authorized to work full time in the United States; immigration sponsorship is not available.

Nice to have

• Knowledge of investment products and Individual Retirement Accounts.
• Proficiency with Microsoft Office, including Excel, Word, Outlook, and PowerPoint.

Culture & Benefits

• Office-based workplace with possible flexible arrangements for certain positions outside the branch network.
• Combination of in-office and work-from-home collaboration may be available depending on the hiring team.
• Work involves collaboration with Advisors, relationship managers, branch colleagues, and other business partners.