Client Services Associate I, II

2 weeks ago

Honolulu, HI, United States Central Pacific Bank Full time
Position Function:

Provides logistical, analytical, and clerical sales support to the Wealth Advisors.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities:
  • Job Specific Duties
    • Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisors with office files, following up on account numbers, incoming transfers, missing items, verifying monetary transactions, placing orders, and other items that increase production.
    • Customer Support: Responsible for assisting customers with servicing issues, such as account maintenance, check orders, record changes, researching customer inquiries, RMD's etc
  • Team Focused Leadership
    • Participate in Bank sponsored Internal/external events
    • Participate in Bank sponsored focus groups, initiatives, campaigns
  • Financial Results
    • Budget Goals: Help maintain expenses within approved budgets and support WA's towards fee income goals
    • Efficiency: Complete required and requested reports on time and accurately
  • Relationship Banking/Relationship
    • Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners
    • Maintain internal service standards
  • Risk Management/Compliance
    • Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits
    • Comply in a timely manner with all compliance requests
    • Adhere to Bank policies and procedures
  • Personal/Professional Development
    • Attend required and elective training and workshops
    • Participate in professional group/organization
Minimum Qualifications:

Education:

Client Services Associate I:
  • High School Diploma or GED equivalency required.
Client Services Associate II:
  • High School Diploma and/or higher education and/or equivalent work experience required.
Experience:

Client Services Associate I:
  • 2+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
Client Services Associate II:
  • 3+ years of experience in retail financial sales and servicing required.
  • 1+ year of experience in retail brokerage/RIA
License/Certification:

Client Services Associate I:
  • FINRA and insurance licenses will be required if performing any trading transactions required.
Client Services Associate II:
  • Series 7 and Series 66 License required within 1 year of date of hire.
  • Life and Health Insurance license required within 90 days of hire.
Physical Requirements & Working Conditions:
  • Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
  • Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
  • Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
  • Must be able to read and understand bank-related documents.
  • Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.


We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

  • Client Services Associate

    4 days ago

    Honolulu, HI, United States Central Pacific Bank Full time

    Position Function: Provides clerical and sales support to the Wealth Advisor(s). Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent...

  • Client Services Associate

    2 days ago

    Honolulu, HI, United States Central Pacific Bank Full time

    Position Function: Provides clerical and sales support to the Wealth Advisor(s). Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent...

  • Client Services Associate

    2 days ago

    Honolulu, HI, United States Central Pacific Bank Full time

    Position Function: Provides clerical and sales support to the Wealth Advisor(s). Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent...

  • Specialist I/II

    2 weeks ago

    Honolulu, HI, United States Central Pacific Bank Full time

    Position Function: Specialist is responsible for providing prompt and courteous service in a professional manner to both telephone and walk-in customers and ensuring maximum efficiency in department operations; reviews existing procedures, workflows, and systems for opportunities to optimize employee work efficiency. Scope of work will cover various loan...

  • Field Service Technician II

    6 days ago

    Honolulu, HI, United States Toshiba America Business Solutions Full time

    Description Field Service Technician II Hourly range $22.00-$27.00, depending on experience. Monthly Performance Based Technician Bonus up to $300.00 Auto Reimbursement Program Sign On Bonus $1,000 Toshiba America Business Solutions, a leader in digital technology, is seeking a Field Technician on the island of Hawaii. Toshiba is an industry leader in...

  • Field Service Technician II

    4 days ago

    Honolulu, HI, United States Toshiba America Business Solutions Full time

    Description Field Service Technician II Hourly range $22.00-$27.00, depending on experience. Monthly Performance Based Technician Bonus up to $300.00 Auto Reimbursement Program Sign On Bonus $1,000 Toshiba America Business Solutions, a leader in digital technology, is seeking a Field Technician on the island of Hawaii. Toshiba is an industry leader in...

  • Branch Services Representative II

    6 days ago

    Honolulu, HI, United States University of Hawai`i Federal Credit Union Full time

    DO YOU WANT TO MAKE A DIFFERENCE? Join a spirited, dynamic team with Hawai`i's leading credit union as we make a difference in our community - providing financial value, exceptional service, and state-of-the-art convenience to our members. Position Title: Branch Services Representative II - Part Time Department: McCully Branch FLSA Classification: Non-Exempt...

  • Branch Services Representative II

    4 days ago

    Honolulu, HI, United States University of Hawai`i Federal Credit Union Full time

    DO YOU WANT TO MAKE A DIFFERENCE? Join a spirited, dynamic team with Hawai`i's leading credit union as we make a difference in our community - providing financial value, exceptional service, and state-of-the-art convenience to our members. Position Title: Branch Services Representative II - Part Time Department: McCully Branch FLSA Classification: Non-Exempt...

  • School Health Assistant I, II

    1 week ago

    Honolulu, HI, United States Hawaii State Department of Education Full time

    Salary: $2,356.02 - $2,549.00 Monthly Location : Honolulu, HI 96816 Job Type: Permanent, Full-time 10-month Job Number: 2025-00236 District / Complex Area: Classified / Honolulu / KMR School / Office: Classified / Palolo Elementary Opening Date: 10/16/2025 Max Number of Applicants: 25 Position %: 100% Position Number: 29343 Description School Health...

  • School Health Assistant I, II

    6 days ago

    Honolulu, HI, United States Hawaii State Department of Education Full time

    Salary: $2,356.02 - $2,549.00 Monthly Location : Honolulu, HI 96825 Job Type: Permanent, Full-time 10-month Job Number: 2025-03729 District / Complex Area: Classified / Honolulu / FKK School / Office: Classified / Kamiloiki Elementary Opening Date: 11/01/2025 Max Number of Applicants: 25 Position %: 100% Position Number: 29402 Description School Health...