Client Services Coordinator

3 days ago

Honolulu, United States Tax & Financial Group Full time

Join Our Team as a Client Services Coordinator

At Tax & Financial Group(TFG), we have been dedicated to empowering clients toward long-term financial security for over 54 years. Our commitment to personalized service and expertise has allowed us to help countless individuals and families achieve their financial goals.

Why TFG?

We pride ourselves on our customized approach to wealth managementfocusing on growing, protecting, and conserving our clients wealth. As a member of our team, youll play a crucial role in this mission, partnering with some of our most experienced financial advisors.

About the Role:

We are currently seeking an efficient and intuitive Full-Time Client Services Coordinator for our Honolulu office. This is an in-person position at our Honolulu office Monday through Friday, daytime hours and we are seeking a candidate who is available for an early morning start time. In this dynamic position, youll support business processing and enhance client service, ensuring that our clients receive the exceptional support they deserve. Your responsibilities will include a diverse range of tasks, requiring both judgment and initiative. Youll work closely with TFGs resource team to deliver superior service, making a tangible difference in our clients' experiences.

What We Offer:

  • Competitive Compensation: We value your skills and expertise.
  • 401(k) Match: Help secure your financial future with our matching contributions.
  • Generous Paid Time Off: Enjoy a healthy work-life balance and recharge.
  • Comprehensive Benefits: Additional perks to support your well-being.
  • Impactful Work: Contribute directly to our clients financial journeys and success.
  • Professional Growth: Opportunities for skill development.

Primary responsibilities include:

  • Interacting with financial advisors and their clients to process new business, secure forms, pull client reports and statements
  • Assist with account changes and maintenance as well as research technical questions
  • Prepare and edit correspondence, communications, presentations, client meeting materials and other documents
  • File and retrieve documents and reference materials within compliance guidelines for advisors and clients
  • Conduct research and analyze data to prepare reports and documents
  • Manage and maintain advisors appointment schedule
  • Answer and manage incoming calls and emails
  • Receive and interact with incoming visitors
  • Liaise with internal staff at all levels and coordinate project-based work

The preceding functions have been provided examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change or rescind work assignments and to make reasonable accommodations as needed.

Requirements:

  • Must meet background check and fingerprinting requirements
  • Proficient with Microsoft Office and Outlook
  • Customer service oriented with strong writing, speaking, communication and phone skills
  • 2+ years of administrative experience (investments/financial services industry preferred)
  • Proactive, personable, dependable, organized and able to meet deadlines
  • College Degree or equivalent experience

Not Required but the following are a plus:

  • Series 7 and/or 66 securities registrations
  • Life and Health Insurance License

Employment Type

Full Time Non Exempt

Apply Today

Join us in making a positive impact on our clients' financial futures and enjoy a fulfilling career in a supportive and dynamic environment.

  • Client Services Coordinator

    6 days ago

    Honolulu, Hawaii, United States Benefit & Risk Management Services, Inc. Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Benefit & Risk Management Services, Inc.About the RoleThis is a challenging opportunity with a competitive salary of $50,000 - $60,000 per year, based on experience.The successful candidate will be responsible for working on site with...

  • Client Services Coordinator

    4 days ago

    Honolulu, United States Tax & Financial Group Full time

    Join Our Team as a Client Services Coordinator!At Tax & Financial Group (TFG), we have been dedicated to empowering clients toward long-term financial security for over 54 years. Our commitment to personalized service and expertise has allowed us to help countless individuals and families achieve their financial goals.Why TFG?We pride ourselves on our...

  • Client Services Liaison

    1 week ago

    Honolulu, Hawaii, United States Benefit & Risk Management Services, Inc. Full time

    Job DescriptionThe Client Coordinator position at Benefit & Risk Management Services, Inc. involves supporting the Client Services Team in providing exceptional service to clients.Responsibilities:Site-based work with consistent attendance required.Data entry and daily fulfillments are key responsibilities.Assist with open enrollments and maintain executed...

  • Client Services Liaison

    1 week ago

    Honolulu, Hawaii, United States Benefit & Risk Management Services, Inc. Full time

    About Us:Benefit & Risk Management Services, Inc. is a leading benefit administrator and healthcare risk manager that delivers innovative technology and administration solutions to control rising healthcare costs.Job Description:Job DescriptionOur company is seeking a Client Coordinator to support the Client Services Team in serving and responding to...

  • Client Service Representative

    1 week ago

    Honolulu, Hawaii, United States JHC SERVICES INC Full time

    About the PositionWe are seeking a highly skilled Client Service Representative to join our team at JHC Services Inc. In this role, you will be responsible for providing exceptional service and support to clients and vendors.Your key responsibilities will include:Cultivating strong relationships with clients and vendorsResponding to client inquiries and...

  • Client Services Liaison

    5 days ago

    Honolulu, Hawaii, United States BAYADA Home Health Care Full time

    We are seeking a skilled and dedicated individual to fill the role of Client Services Liaison at BAYADA Home Health Care. As a key member of our team, you will be responsible for delivering exceptional client services and supporting the growth of our business.About the RoleIn this role, you will work closely with our manager to coordinate client services,...

  • Senior Services Coordinator

    7 days ago

    Honolulu, Hawaii, United States Always Best Care Senior Services - Oahu Full time

    Join our team at Always Best Care Senior Services - Oahu as a Senior Services Coordinator and take advantage of this exciting opportunity to work in a dynamic and supportive environment.As a key member of our team, you'll play a critical role in coordinating caregiving and housekeeping services for our clients, ensuring they receive the highest level of care...

  • Client Care Coordinator

    1 month ago

    Honolulu, United States BrightStar Care of Honolulu Full time

    Do you have what it takes to join the best private duty home care organization in Hawaii?We are hiring reliable, positive, conscientious, compassionate, and capable professionals to join us in our commitment to providing the best possible care to clients in their own homes. We consistently strive together to provide the best possible experience for our...

  • Client Services Associate

    5 days ago

    Honolulu, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care has an immediate opening for a **Client Services Associate** in our **Oahu Home Care** office. Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in peoples lives while you grow your career and learn the business? Were BAYADA Home Health Care and we believe that our clients and...

  • Client Services Associate

    5 months ago

    Honolulu, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care has an immediate opening for a Client Services Associatein our Oahu Home Care office. Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people's lives while you grow your career and learn the business? We're BAYADA Home Health Care and we believe that our clients and their...

  • RN Client Care Coordinator

    1 month ago

    Honolulu, United States BrightStar Care of Honolulu Full time

    Do you have the heart and passion to be part of the premier private duty home care organization in Hawaii? If you are seeking meaningful, purpose-filled work, we may be the team you've been looking for! BrightStar Care of Honolulu is a Joint Commission Accredited, independently owned and operated, kama'aina owned company with the support of a prestigious...

  • Elder Care Services Coordinator

    4 weeks ago

    Honolulu, Hawaii, United States Always Best Care Senior Services - Oahu Full time

    About the RoleAs a Home Care Supervisor with Always Best Care Senior Services - Oahu, you will play a vital role in planning, coordinating, and leading home care services. This position requires an energetic and experienced individual with a passion for caring for our elders.Duties and ResponsibilitiesDevelop and implement policies and guidelines for home...

  • Service Coordinator

    4 weeks ago

    Honolulu, Hawaii, United States ABM Industries Full time

    OverviewRole SummaryABM Industries is seeking a Service Coordinator to join our team. This role involves receiving and processing assistance requests from clients and customers, and coordinating the dispatch of resources to respond to those requests.Key ResponsibilitiesEstablish and maintain effective communication with clients, coworkers, and supervisors to...

  • RN Client Care Coordinator

    2 months ago

    Honolulu, United States BrightStar Care of Honolulu Full time

    Do you have the heart and passion to be part of the premier private duty home care organization in Hawaii? If you are seeking meaningful, purpose-filled work, we may be the team you've been looking for! BrightStar Care of Honolulu is a Joint Commission Accredited, independently owned and operated, kama'aina owned company with the support of a prestigious...

  • Event Services Coordinator

    7 days ago

    Honolulu, Hawaii, United States Superior Staffing & Services Full time

    Job SummaryAs a skilled Event Services Associate with Superior Staffing & Services, you will be responsible for providing exceptional meeting space sets to customers while adhering to Hawaii Convention Center quality assurance standards. You will work individually or in groups under the close supervision of Event Services Supervisors and/or Team Leaders. The...

  • Therapy Services Coordinator

    5 days ago

    Honolulu, Hawaii, United States The Queen's Medical Center Full time

    The Queen's Medical Center is seeking a highly skilled Therapy Services Coordinator to join our team. This is a permanent position offering a salary of $65,000 per annum.In this role, you will be responsible for coordinating therapy services for clients with communication disorders. This will include scheduling appointments, maintaining accurate records,...

  • Business Process Coordinator

    1 week ago

    Honolulu, Hawaii, United States Benefit & Risk Management Services, Inc. Full time

    Job OverviewThe Client Coordinator role at Benefit & Risk Management Services, Inc. is a dynamic opportunity to join our team in delivering innovative technology and administration solutions to control rising healthcare costs.Salary$60,000 - $70,000 per year, based on experience.About the JobWe are seeking a highly motivated and organized individual to...

  • Youth Services Coordinator

    1 week ago

    Honolulu, Hawaii, United States Hale Kipa Full time

    Job OverviewHale Kipa is a nonprofit organization that champions the well-being of Hawai'i's youth and children. We provide a supportive environment that strengthens individuals and communities.We are seeking an Outreach Case Worker to join our team, providing comprehensive services for youth and families. The successful candidate will assess client needs,...

  • Client Service Manager

    4 days ago

    Honolulu, United States digivortex - Hawaii Website & Digital Marketing Agency Full time

    Job Type: Full-time, In-PersonJob Location: Oahu, HawaiiEst. 2004, Food Gurus is Hawaii's largest F&B marketing specialist providing customized creative, communication, digital and marketing services for brand leaders. Come, learn from and be a part of our dynamic & talented team.Description:Develop strong relationships with day-to-day brand partners and...

  • Client Relationship Manager

    7 days ago

    Honolulu, Hawaii, United States JHC SERVICES INC Full time

    Role OverviewWe are seeking a Client Relationship Manager to join our team at JHC Services Inc. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, vendors, and carriers while providing exceptional service and support.This role requires excellent communication and interpersonal skills, as...