Client Service Associate

Job Description

Job Description

The Organization:

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 and rank among their top-performing independent offices nationally.

Two things make us unusual. First, our licensed staff pool income rather than being compensated on what they individually sell — we partner with each other, not compete. Second, we are deliberately old-fashioned: we answer the phone within three rings, we mail letters with envelopes and stamps, and we choose personal over efficient. Gratitude, appreciation, and support are the working culture here.

The Position:

As a Client Service Associate you’ll be supporting our advisory and operations team. A Series 65 or Series 66 registration is required in order to work directly with clients.

Responsibilities:

• Prepare specific research and portfolio updates supporting our advisor's annual outbound client calls
• Assist our Operations Manager in verifying that assets have been transferred appropriately
• Resolve issues with vendors and home office irregularities
• Contact clients to verify information and ensure forms are returned on a timely basis
• Join scheduled conference calls with clients and their 401(k), 457, and other custodians to help clients understand their options and transfer funds to our firm

Qualifications:

• Active Series 65 or Series 66 registration (required for client-facing work in this role)
• Strong attention to detail and reliable follow-through on paperwork and deadlines
• Comfort on the phone with older clients — patient, clear, and unhurried
• A collaborative temperament; this is a support role within a small, close-knit team
• Familiarity with IRAs, rollovers, and retirement plan transfers is a plus

Salary & Benefits:

• Competitive Salary, based on experience
• Performance bonus
• PTO + Paid Holidays
• 401(k) + Company Match

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