Private Bank Service Specialist II (Wealth Management)

Location: Tupelo, Mississippi, United States. Office-based role; applicants must be currently authorized to work full time in the United States.

Company

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

What you will do

• Support high-net-worth clients and one or more Wealth Advisors with relationship establishment, documentation, maintenance, and servicing.
• Provide detailed account information, disburse funds when appropriate, and advise clients on banking products and services.
• Identify, research, analyze, and resolve complex account and support issues across the region.
• Maintain accurate documentation, prepare reports, and compose correspondence for clients, officers, attorneys, agencies, and other stakeholders.
• Identify and manage risk, follow policies and procedures, and keep department management informed of issues.
• Lead or assist with special projects, mentor and train Service Specialists, and make routine decisions in an officer’s absence.

Requirements

• High school diploma, GED, or equivalent education.
• At least two years of customer service experience in banking or Wealth and Investment Financial Services.
• Notary public status.
• Microsoft Suite proficiency when supporting a Wealth Advisor role.
• Strong interpersonal, customer service, organizational, written, and verbal communication skills.
• Current full-time authorization to work in the United States is required; immigration sponsorship is not available.

Nice to have

• Bachelor’s degree.
• Administrative experience in the financial services industry.
• Strong knowledge of hirify.global applications.

Culture & Benefits

• Office workplace environment with potential flexible arrangements determined by the hiring team.
• Opportunity to work across Private Banking, Trust, and Investment Management practices.
• Equal opportunity and tobacco-free hiring practices.