Client Services & Onboarding Specialist
Listed on 2026-10-07
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
is seeking a Client Service Administrator to manage onboarding and maintenance of client accounts, working closely with portfolio managers and complying with all regulatory policies.
Responsibilities include preparing new account documents, coordinating opening and funding of investment accounts, updating information, processing client transactions with brokerage teams, responding to inquiries, and supporting trustees with trust and retirement accounts as needed.
This role, Client Services & Onboarding Specialist at , could be your next move.
We would love to welcome a new Client Services & Onboarding Specialist to our group in Honolulu, HI, United States.
For the Client Services & Onboarding Specialist position at , we are reviewing applications now.
Step into the Client Services & Onboarding Specialist role at in Honolulu, HI, United States and grow with us.
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