Wealth and Investment Service Specialist III (Banking)

Location: Houston Park Towers, United States. Office-based role; applicants must already be authorized to work full time in the United States.

Company

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

What you will do

• Lead, train, and mentor service specialists on policies, procedures, products, and role expectations.
• Support the onboarding and training of new service specialist colleagues.
• Complete assigned special projects and other related duties.
• Support high-end sales advisors in establishing, retaining, and maintaining client relationships.

Requirements

• High school diploma or equivalent.
• 5+ years of related experience.
• Current full-time work authorization in the United States is required.
• Immigration or work-permit sponsorship is not available for this position.

Culture & Benefits

• Office workplace model with potential flexibility determined by the hiring team.
• Work arrangements may combine in-office and work-from-home opportunities where applicable.
• Remote roles and office-based teams may come together in company offices for important events.
• Tobacco-free hiring practice.