Client Services Associate - Wealth Management (Series 65/66)
Honolulu Financial Partners, LLC
Honolulu Financial Partners, LLC, a small wealth management team in Hawaii, seeks a Client Service Associate to handle outbound client outreach, support advisor-led initiatives, and coordinate with custodians. The role emphasizes personal service, accuracy, and collaborative teamwork in a relaxed office environment. Active Series 65 or 66 is required. The team offers hands-on training, competitive pay with bonuses, 401(k), and generous PTO and holidays. #J-18808-Ljbffr Honolulu Financial Partners, LLC
- ...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... ...verify asset transfers with our Operations Manager, and resolve vendor/home-office issues. Join...SuggestedHome office
- ...Client Service Associate Honolulu Financial Partners is a boutique wealth management firm managing approximately $480 million for clients across Hawaii and the mainland... ...our advisory and operations team. A Series 65 or Series 66 registration is required in order to work...SuggestedHome office
- Join a small, close-knit wealth management team where clients are known by name, the work... ...and two client service staff. Our senior advisor... ...Role As a Client Service Associate , you will be the team’s... ...followed up with. An active Series 65 or 66 registration is required...SuggestedCasual workWork at officeHome office
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and client service teams in Honolulu... ...clients on digital tools. Ideal candidates have Series 7 and Series 66 or Series 63/65 licenses, strong communication, and the ability to...Suggested
$35.15k - $90k
...SUMMARY:Registered Client Service Associates provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... .../ teams as needed)Managing the calendar including... ...preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Two or more years...SuggestedTemporary workWork at officeLocal areaWork visa$35.15k - $90k
...SUMMARY: Registered Client Service Associates provide exceptional... ...(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...directed by local management ADMINISTRATIVE... ...preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more...Full timeTemporary workWork at officeLocal areaWork visa- ...Assistant include: 1.Provide support to our managers and employees, assisting in daily general office and client needs 2.Administrative assistant responsibilities... ...skills with the ability to multi-task Associate or college degrees, and/or extensive insurance...
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...employees to have a continuous dialogue with management about growth opportunities throughout your...InternshipLocal area
- ...Investment Services Manager and Program Development... ...for an excellent client. We are seeking a... ...and accomplished wealth management leader... ...Financial Advisors and Associate Financial Advisors... ...licenses and SIE, 7, and 66 securities registrations required. Series 24 or 9/10...Work at office
$67.5k - $87.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as... ...offers opportunities for our associates to learn, grow and... ...is hiring for a Senior Client Relationship Associate (... ...delivering excellent client service, with exceptional...Temporary workWork at officeFlexible hours- ...About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career... ...Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing...Full timeWork experience placementWork at office
$65k - $80k
...Client Service Advisor Do you have superior customer service skills and... ...of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning... ...Health paired with either a Series 65 or Series 7 & 66 combination This...Work at officeMonday to Friday$70k - $135k
...the Bank’s products and services, which includes... ...Bank such as Treasury Management Solutions, Merchant Service... ...Sales, Corporate Card, Wealth Management Group,... ...Business/Commercial Banking Associates program or related... ...our Employee Spotlight series, offering a glimpse into...Full timeWork experience placementMonday to Friday$71.7k - $129.5k
...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual... ...bringing T-Mobile's unmatched products and services to underserved markets. This is a true... ...cold calling, and networking under sales manager supervision. Customer Needs: Identify...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours$65.9k - $140.8k
...talented individual to join our Captives team at Marsh as a Client Service Manager / Leader in Honolulu, Hawaii . This is a hybrid role with... ...person. The applicable base salary range for this role is $65,900 to $140,800. The base pay offered will be determined on...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$65.79k - $87.72k
...today. The Role The Account Manager II is responsible for... ...complex portfolio of technology services and products. Success requires... ...position. Build strategic client relationships and maintain a strong... ...Location Based Pay Ranges $65,793 - $87,715 in these states...Full timeTemporary workRemote workNight shift$60k - $65k
...Front Of House ManagerThe Front of House manager is responsible for the day-to-day operation... ...that the restaurant is providing excellent service to guests while adhering to company... ...Disability401(k)Compensation: $60,000.00 - $65,000.00 per yearAbout UsFounded in 2016, Restaurant...Full timeLocal areaFlexible hoursShift workAfternoon shift- Job Opportunity Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included: Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching ...Full timePart timeWork from home
- CPB Group Pty in Honolulu, HI seeks a Client Service Supervisor for International Private Banking to oversee the ICB Operations team, support officers, and ensure productivity and exceptional client experience. This full-time role focuses on business planning, deposit/...Full time
- Central Pacific Bank is seeking a Client Service Supervisor for International Private Banking in Honolulu, HI. The role oversees the ICB Client Service team, supports officers, and ensures efficient operations and exceptional customer experience. The position emphasizes...
- Central Pacific Bank (HI) in Honolulu, HI is seeking a Client Service Supervisor for International Private Banking. The role oversees the ICB Client Service team, supports officers, and ensures productivity and positive customer experiences. Minimum qualifications include...Work at office
- Account Coordinator, Captive Management### Account Coordinator, Captive... ..., and other financial services to customers in more than 80... ...ensures strong relationships with clients, regulators, captive... ...hold or working towards an associate’s or bachelor’s degree in accounting...Full timeWork at office
$55k - $65k
...administrative and operational Client Service Administrator to join our... ...seamless service delivery. They manage service requests, monitor... ...range for this role is $55,000-$65,000/year; commensurate with... ...experience in the financial industry (wealth management, trust, banking,...$105.38k - $215.38k
...involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within... ...Global Employer - Japanese services group, you will: Serve as... ...when needed.Build strong client relationships through clear... ...geographic differential associated with the location at which...Work at officeLocal area$120k
...traditional lending. Services include creative financing... ...lending tailored to client goals. Through the... ...secures financing, and manages closing. With access to... ...in building long-term wealth and independence through... ...Role Description The Associate Account Executive is a...Full timeRemote work- Verasight seeks a Client Research Associate to manage survey research projects, program and test surveys in Qualtrics, and troubleshoot recruitment and logic challenges. You will design and review questionnaires in collaboration with clients and occasionally represent the...Remote job
- Job-ID: 3003271Category: Wealth ManagementLocation: Honolulu, HI, United StatesSchedule... ...the Executive Vice President and Kalai Services Manager, this position is responsible for... ...comprehensive relationships with Kalai Services clients by providing advice, counsel, and high...Full timeFlexible hoursAfternoon shift
- ...of paid personal time off during your first year! Account Manager I (Client Relations Consultant I) Primary Purpose: The Client Relations... ...retaining assigned employer group clients through proactive servicing, renewal planning, and solution-based support. This role...Work experience placementWork at office
- ...Description Job Description Account Manager, Personal Lines - (Japan Practice) Noguchi & Associates - an Ori-gen Family Company... ...of trusted relationships, service, and community impact. Our mission... ...book of personal insurance clients while supporting the retention...Work at officeRemote work
- First Hawaiian Bank is seeking an Administrative and Operational Client Service Administrator to join our Trust Retirement Benefits... ...focuses on proactive support for front-line officers and clients, managing service requests, ensuring transaction accuracy, and assisting...
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