Client Service Representative

Job Description

Job Description

We are looking for a Client Service Representative to join a team in Honolulu, Hawaii on a Contract assignment expected to last 12–24 months. This entry-level opportunity supports daily administrative and client service activities for an Investment Advisory group, with a focus on document handling, record accuracy, and timely task completion. The ideal candidate is organized, dependable, and comfortable managing routine office support work while communicating effectively with internal partners. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at View phone number on ziprecruiter.com.

Responsibilities:

• Manage daily clerical and administrative activities that support the broader advisory team’s workflow.

• Receive, organize, and distribute incoming mail, ensuring checks and other important documents reach the correct parties promptly.

• Maintain orderly files and account records so documentation is accurate, accessible, and up to date.

• Enter and update information in internal systems while assisting with routine account-related support tasks.

• Review forms and supporting paperwork for completeness, accuracy, and any missing details before processing.

• Perform basic numerical work, such as totaling amounts across accounts or funds, with close attention to accuracy.

• Follow up on outstanding forms, signatures, and documentation by contacting appropriate parties and tracking open items to completion.

• Respond to routine questions and provide dependable day-to-day support to internal stakeholders, including investment team members.