Client Services & Onboarding Specialist
Salesforce, Inc.
Salesforce.com is seeking a Client Service Administrator to manage onboarding and maintenance of client accounts, working closely with portfolio managers and complying with all regulatory policies. Responsibilities include preparing new account documents, coordinating opening and funding of investment accounts, updating information, processing client transactions with brokerage teams, responding to inquiries, and supporting trustees with trust and retirement accounts as needed. #J-18808-Ljbffr Salesforce, Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services & Onboarding Specialist in Honolulu, HI vacancy
$26.37 per hour
...over the absence of medical, psychological and legal support services for victims and the absence of police reporting. Today it... ...and organized, you may be the ideal candidate for our Client Service Specialist position. You would perform administrative, billing and collection...SuggestedHourly payFull time- Acumen Fiscal Agent in Hawaii seeks an Agent to enroll, educate and support clients throughout their lifecycle, handling inbound and outbound calls and emails while processing paperwork with high accuracy. You will manage data entry across multiple databases, establish...SuggestedFlexible hours
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A local community bank in Honolulu is seeking an experienced Private Banking Service Consultant to deliver exceptional customer service and operational assistance for high-net-worth clients. The role requires a high school diploma and at least one year of banking operations...SuggestedHourly payLocal area- ...Join Globe Life’s McQuade Organization as a Remote Client Services Representative and help individuals and families understand their available benefits. Enjoy a 100% remote opportunity with flexible scheduling, comprehensive training, and opportunities for professional...SuggestedRemote jobFull timeFlexible hours
McQuade Organization
Honolulu, HI3 days ago - CSC is seeking a Client Service Representative for our Annual Reports and Corporate teams. This remote role is based in Hawaii and supports business customers with professional, timely service during standard business hours. You will build relationships, handle inquiries...SuggestedRemote job
- ...Electronic Services Specialist 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: Electronic...Remote workFlexible hoursWeekend work
University of Hawai`i Federal Credit Union
Honolulu, HI2 days ago - ...Patient Services SpecialistPrimary Purpose: The Patient Services Specialist is responsible for obtaining complete, accurate patient information and required documents when doing patient scheduling, registration and collections per KPHC policies and procedures. All patient...Immediate start
Kalihi Palama Health Center
Honolulu, HI5 days ago - -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -...Full time
Zuzick Organization of Globe Life
Honolulu, HI11 hours ago - First Hawaiian Bank is seeking an Administrative and Operational Client Service Administrator to join our Trust Retirement Benefits... ...requests, ensuring transaction accuracy, and assisting with onboarding, annual reviews, and account closings. The position requires...
- ...know them by being curious and asking questions about their financial needs and goals so you can suggest the right ASB products and services to improve their financial well-being. How you will make an impact: Make banking easy. Provide account services to customers...Night shift
- ...Key Responsibilities Assist clients and employees with benefits enrollment and account setup Explain available benefit options in a clear... ...who: -Enjoys helping people and providing great customer service -Has strong communication skills (we’ll help you improve even more...Remote jobFull time
McQuade Organization
Honolulu, HI4 days ago - State of Hawaii is actively recruiting for Employment Service Specialist III within the Department of Labor & Industrial Relations, Workforce... ...position focuses on providing employment services to a broad client base including job placement, development, and counseling, with...
$30.5 - $49.55 per hour
Join to apply for the Onboarding Specialist role at UPS 3 days ago Be among the first 25 applicants Join to apply for the Onboarding Specialist... ...way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr United Parcel Service, Inc.Permanent employmentFull timeTemporary workWork experience placementWork at officeLocal areaFlexible hours$24 per hour
...Job Description Job Description Escrow Service Specialist (Temporary) Location: Honolulu, HI Pay: $24.00 per hour Schedule... ...Bishop & Company provides recruiting and placement services for client companies and opportunities for job seekers throughout Hawaii...Hourly payTemporary workWork at officeLocal areaImmediate startRelocationMonday to Friday$22 per hour
...Allied Universal North Americas leading security and facility services company offers rewarding careers that provide you a sense... ...and customers we serve. Allied Universal is hiring a Onboarding Specialist. The Onboarding Specialist will be the primary proctor of the...Full timeWork experience placementWork at officeLocal areaAllied Universal
Honolulu, HIa month ago- ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping... ...learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized...InternshipLocal area
TransPerfect
Honolulu, HI3 days ago - ...Uses applicant tracking system and other recruiting software to track applicants from the selection phase through to initiating onboarding Supports relationships with third party recruitment agencies and staffing firms, as needed Ensure that all candidates are accurately...Minimum wageTemporary workSeasonal workLocal area
- ...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 clients. You will assist with research and portfolio updates, help verify asset transfers...Home office
Praxis
Honolulu, HI18 hours ago - ...brands, and has employees of over 100 nationalities. Position Client Advisor Department/Function Retail/Retail Operations... ...sales target, acting as proactive player in ensuring the best service and responding to the customer needs for both in store and on ecommerce...Work at office
Prada Group
Honolulu, HI19 days ago $50k - $55k
...DescriptionJob DescriptionService Desk Technician I — Managed Services Enlighten Technology · Honolulu, HI · Full-time · In person$50,... ...up and deploy workstations and hardwareCommunicate clearly with clients — patience and plain language matter more than jargon hereDocument...Full timeLocal areaFlexible hoursNight shiftEnlighten Technology, LLC.
Honolulu, HI3 days ago- As an Individual Contributor, this role manages full-cycle recruitment for entry & mid-level positions. Applies foundational recruiting strategies focusing on efficient, high-volume hiring and building relationships with hiring managers and candidates.Bachelor’s degree ...Work experience placementWork at office
Bank of Hawaii
Honolulu, HI3 days ago - ...positions may also gain membership in the civil service upon satisfactory completion of an... ...with providing appropriate services to clients. These professionals come from a variety... ...Professional who serves as a program specialist under the direction of a higher-level specialist...Permanent employmentFull timeTemporary workWork experience placementImmediate startTrial period
$4,368 per month
...refer all inquiries regarding this civil service recruitment to the Department of Health.... ...with providing appropriate services to clients. These professionals come from a variety... ...Services Professional who serves as a program specialist under the direction of a higher level...Permanent employmentTemporary workTraineeshipWork experience placementWork at office- ...Account Coordinator Client Relations CoordinatorWe focus on your health and pay 100%... ...Coordinator is a key member of the Client Services team. This position is responsible for providing... ...in quality assurance activities, peer onboarding, and process improvement initiatives...Full timeWork at office
UHA
Honolulu, HI1 day ago - ...Client Service Associate Honolulu Financial Partners is a boutique wealth management firm managing approximately $480 million for clients across Hawaii and the mainland primarily retirees and families managing inherited assets. We are affiliated with LPL Financial...Home office
- Position RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses...Flexible hoursAfternoon shift
- A luxury retail brand in Honolulu is seeking a Client Advisor to drive sales through exceptional client service and strong product knowledge. This role emphasizes building lasting relationships and delivering a polished in-store experience while serving as a brand ambassador...Shift work
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and client service teams in Honolulu, Hawaii... ...trusted client relationships, processing transactions, onboarding new accounts, and educating clients on digital tools. Ideal candidates...
- Join a small, close-knit wealth management team where clients are known by name, the work is collaborative, and nobody is chasing a sales... ...a team of five: three licensed professionals and two client service staff. Our senior advisor brings 45 years of experience and holds...Casual workWork at officeHome office
- Job Purpose The Client Advisor is responsible for delivering best in class client service, achieving individual sales goals, building lasting client relationships through mastery of product knowledge and selling ceremonies as well as understanding Boutique operating processes...Work at officeLocal areaNight shift
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