Wealth & Investment Service Specialist II (Banking)

Location: Boardman, Ohio, United States; office-based. Applicants must be currently authorized to work full-time in the United States. Immigration sponsorship is not available.

Company

hirify.global provides banking, private banking, trust, and wealth and investment 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 deposit, wealth management, investment, lending, and mortgage services.
• Collect applicant and financial information and documentation for new accounts, loans, and service requests.
• Provide detailed account information, build client relationships, and conduct proactive monthly outreach.
• Identify, research, analyze, and resolve complex account problems while managing risk and following policies.
• Support service coverage across Private Banking, Trust, and Investment Management practices.

Requirements

• High school diploma.
• At least 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, interpersonal, written, and verbal communication skills.
• Current authorization to work full-time in the United States; visa sponsorship is not available.

Nice to have

• Bachelor’s degree.
• Administrative experience in financial services.
• Strong knowledge of Huntington applications.
• Experience working 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, client relationships, risk awareness, and adherence to policies and procedures.
• Equal opportunity and tobacco-free hiring practices.