Client Service Specialist

1 week ago

Honolulu, United States Staffing Solutions of Hawaii Full time

Please note: This role is not remote. Applicants must be able to commute to the job location as required. Position Client Service Specialist Location Honolulu, HI Pay $60,000 to $75,000/yearly Experience 04 years of experience in client service, financial services, or a professional services environment Experience with investments and financial planning strongly preferred Education Bachelors degree and/or equivalent relevant work experience preferred Series 65 and/or FPQP certification a plus (or willingness to pursue) Type Full-time; Direct Hire Schedule Monday - Friday, 8:00am to 4:30pm Staffing Solutions of Hawaii is seeking a Client Service Specialist to join a growing and dynamic team Job Description Prepare and update client meeting agendas and materials (investment reports, planning summaries, AssetMap, etc.) Capture, organize, and maintain advisor meeting notes; create follow-up tasks and workflows Partner with advisors to deliver proactive, timely, and accurate client service Serve as a primary point of contact for client inquiries; respond promptly, professionally, and with warmth Proactively reach out to clients to gather information, clarify requests, and resolve issues Ensure a seamless, positive client experience across all interactions Manage calendars, contacts, correspondence, reports, and presentation materials Provide administrative and operational support in alignment with CMR standards Maintain organized, compliant client and office files Prepare, quality-check, and submit client paperwork using electronic signature platforms; manage outbound mail as needed Support client events, communications, and marketing initiatives (newsletters, social media, etc.) Assist with special projects and provide backup support to leadership as needed Position Requirements Proficiency in the Microsoft Office Suite is required Experience with CRM systems Exceptional communication skills (verbal, written, and listening) Knowledge of broker-dealer and investment advisory regulations is a plus Strong attention to detail with the ability to work efficiently and accurately Ability to manage confidential information with integrity and discretion Strong time management, organizational, and prioritization skills Comfortable multitasking and adapting in a fast-paced, evolving environment Benefits/Perks Medical Dental Vision Drug 401k Annual bonus and profit sharing Staffing Solutions of Hawaii is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream. We are proud to be an Equal Employment Opportunity and Affinity Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. #J-18808-Ljbffr

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