Client Service Associate

Client Service Associate Honolulu, HI | Direct-Hire | $50,000 - $80,000 DOE

Bishop & Company is seeking a Client Service Associate on behalf of a well-established, family-owned financial services firm in Honolulu. This is an excellent opportunity for a customer-focused professional looking to build a long-term career in the financial services industry. In this role, you will provide administrative and client support to Financial Advisors and assist with daily office operations in a professional and collaborative environment.

• Answer and assist with incoming client calls and service requests
• Communicate professionally with clients, prospects, and business partners
• Maintain a high level of customer service and confidentiality

• Enter and maintain client information across multiple systems
• Conduct research and contact outside organizations to obtain information and fulfill client requests
• Maintain accurate records and documentation

• Prepare materials and paperwork for client appointments
• Ensure required forms are completed accurately and submitted on time

• Review forms and paperwork for completeness and accuracy
• Submit documentation to financial institutions and vendors
• Track incoming funds and assist with resolving processing issues

• Assist with occasional client seminars and special events

• Availability for infrequent evening or weekend events

• Minimum 2 years of administrative, client service, or related support experience
• At least 2 years of experience in financial services or a related industry
• Strong communication and interpersonal skills
• Professional, detail-oriented, and organized
• Demonstrated interest in developing a career within financial services
• Proficiency with Microsoft Office and general office technology

• Bachelor's degree
• Series 7 and Series 66 licenses
• Life and Health Insurance License
• Experience with LPL Financial Client Works

• Salary: $50,000 - $80,000 annually, depending on experience
• Comprehensive benefits package
• Direct-hire opportunity with a stable and respected local organization
• Professional growth and development opportunities

Bishop & Company provides recruiting and placement services for organizations and job seekers throughout Hawaii. We never charge fees to candidates, and all client services are 100% guaranteed.

Location:

Honolulu, HI

Please Note:

No relocation assistance is available. In-state applicants only. Candidates must be available to interview immediately.