Client Experience Manager

3 weeks ago


Honolulu, Hawaii, United States InPac Wealth Full time
Job DescriptionCompany Overview

InPac Wealth is a leading provider of wealth management services, committed to delivering personalized solutions that cater to the unique needs of our clients. Our team of experienced professionals is dedicated to building long-term relationships with our clients and providing them with peace of mind.

Job Summary

We are seeking a highly motivated and detail-oriented Wealth Advisor Associate to join our team. The successful candidate will have the opportunity to work closely with our Principal Wealth Advisors, supporting them in delivering exceptional client experiences and creating customized financial plans that meet each client's specific needs.

Key Responsibilities:
  • Guide clients through the INPAC WEALTH Client Experience, ensuring they receive personalized support and guidance throughout their journey
  • Create comprehensive financial plans that take into account each client's unique goals, risk tolerance, and investment objectives
  • Continuously monitor and update client plans to ensure they remain aligned with their evolving goals and objectives


  • Honolulu, Hawaii, United States E.A. Buck Financial Services Full time

    Unlock Your Potential as a Service AdvisorWe are seeking a talented and motivated individual to join our team as a Service Advisor. This is a unique opportunity to develop your skills and advance your career in the financial services industry.Job OverviewThis role offers a challenging and rewarding work environment where you will have the chance to grow...


  • Honolulu, Hawaii, United States Massage Envy Full time

    About UsAt Massage Envy, we strive to create a culture of excellence, where every client feels valued and supported. Our team is dedicated to delivering an exceptional experience and growing our member base.Role OverviewWe are seeking a Client Experience Ambassador to join our team. In this role, you will provide outstanding customer service, promote the...


  • Honolulu, Hawaii, United States Bank of Hawaii Full time

    Job DescriptionWe are seeking a highly motivated Client Portfolio Manager to join our team at Bank of Hawaii. As a key member of our Private Banking Group, you will be responsible for developing and managing comprehensive relationships with high net worth clients, providing expert financial advice and counsel to help them achieve their financial goals. This...


  • 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...


  • Honolulu, Hawaii, United States Keiko Pacheco - State Farm Agent Full time

    About Keiko Pacheco - State Farm AgentWe are a State Farm agency committed to delivering exceptional service and building lasting relationships with our clients.Earnings PotentialThe estimated annual salary for this position is $70,000 - $90,000, based on industry standards and performance.Job SummaryThis role involves developing and maintaining client...


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

    **Job Summary**We are seeking a motivated Client Care Manager to join our team at Always Best Care Senior Services - Oahu. As a key member of our team, you will be responsible for calling and scheduling new client assessments, marketing our services to facilities and referral sources, and reporting to the Administrator/Supervisor.**Key...


  • Honolulu, Hawaii, United States Neiman Marcus Full time

    Company Overview:We are a leading luxury retailer with a rich history of innovation and a culture of belonging. Our commitment to delivering exceptional products and intelligent services is driven by our investments in data and technology. As a female-founded, female-majority organization, we pride ourselves on our diverse and inclusive work environment.Job...


  • Honolulu, Hawaii, United States Bank of Hawaii Full time

    **Job Description**The Client Development Manager - Wealth Management role is responsible for leading and developing comprehensive relationships with our clients. This includes identifying business opportunities, providing advice and counsel, and delivering high-level customer service to build deeper client relationships.You will work closely with our...


  • Honolulu, Hawaii, United States ProService Hawaii Full time

    Unlock Your Potential at ProService HawaiiA dedicated Client Project Manager is sought after to collaborate with our Strategic Account Managers in ensuring the satisfaction and engagement of our largest clients. This role demands strong relationship-building skills, allowing you to develop trust with key decision-makers and provide solutions that cater to...


  • Honolulu, Hawaii, United States Hilton Grand Vacations Full time

    About Us:Hilton Grand Vacations is committed to innovation, quality, and continued growth, driven by the dedication of our Team Members. Our company's success is built on these core values.Job Summary:The Client Relationship Manager will play a vital role in building and maintaining strong relationships with our customers, ensuring their needs are met and...


  • Honolulu, Hawaii, United States Edward Jones Full time

    Job SummaryWe are looking for a detail-oriented and organized professional to join our team as a Branch Office Administrator. In this role, you will be responsible for managing day-to-day operations, coordinating events, and providing exceptional support to our financial advisors and clients. If you have excellent communication skills, a passion for...


  • Honolulu, Hawaii, United States BrightStar Care Full time

    Job Description:We are seeking an experienced Senior Client Planning Manager to join our team at BrightStar Care. As a key member of our operations team, you will play a critical role in ensuring that our clients receive exceptional care and support. In this role, you will be responsible for taking and following up on client inquiry calls, sharing...


  • Honolulu, Hawaii, United States Massage Envy Full time

    About the JobWe are seeking a highly motivated and enthusiastic individual to join our team as a Sales and Customer Service Associate. In this role, you will provide outstanding customer service and help everyone feel valued and understood. You will also support clinic flow by greeting clients, scheduling services, answering phone calls, responding to...


  • Honolulu, Hawaii, United States Gabriela Hutchings Full time

    Job OverviewGabriela Hutchings has transitioned to a fully remote work model, providing the flexibility for team members to prioritize their personal lives while advancing their careers.We are seeking highly motivated and independent individuals to support our existing and prospective clients, delivering exceptional service and product expertise.Key...


  • Honolulu, Hawaii, United States Central Pacific Bank Full time

    About the RoleThe Customer Experience Supervisor will play a critical role in ensuring that our clients receive exceptional service at all times.Main Responsibilities:SUPERVISE AND COACH TEAM MEMBERS TO ENSURE CLIENT SATISFACTION IS MET AT ALL TIMES.ENSURE ADEQUATE PHONE COVERAGE IS MAINTAINED TO MEET SERVICE LEVEL TARGETS.HANDLE ESCALATED COMPLAINTS IN A...


  • Honolulu, Hawaii, United States Keiko Pacheco - State Farm Agent Full time

    The ideal candidate for this role will possess excellent customer service skills, a strong ability to multitask, and a passion for resolving complex issues. As a Customer Relations Representative, you will have the opportunity to develop your skills and advance your career in a dynamic and supportive environment.Benefits:Licenses reimbursement.Bonus...


  • Honolulu, Hawaii, United States ProService Hawaii Full time

    Become a Key Player in Our Client Success StoryWe are seeking a skilled Client Project Manager to join our team and work closely with Strategic Account Managers in delivering exceptional client experiences. As a member of our team, you will be responsible for building lasting relationships with our clients, understanding their business needs, and working...


  • 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...


  • 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,...


  • Honolulu, Hawaii, United States H&R Block Full time

    Company Overview: H&R Block has been a trusted name in tax preparation and financial services for over 70 years. Our commitment to excellence and innovation has enabled us to stay ahead of the curve and provide expert guidance to our clients.We believe in empowering people to take control of their finances and make informed decisions about their lives. Our...