Wealth Management Client Services Associate
Honolulu, Honolulu County, Hawaii, 96814, USA
Listed on 2026-10-17
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Finance & Banking
Financial Services, Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Honolulu Financial Partners seeks a Client Service Associate to support our advisory and operations team. A Series 65 or Series 66 registration is required to work directly with clients.
You will assist with research and portfolio updates, help verify asset transfers with our Operations Manager, and resolve vendor/home-office issues. Join conference calls to guide clients on options and transfers to our firm.
This is a genuine opening to take on the Wealth Management Client Services Associate role at Praxis, Inc.
The position is based in Honolulu, HI, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 55.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Services Associate role in the description above.
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