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Client Associate Jobs in Hawaii (NOW HIRING)

UBS

Client Associate

Honolulu, HI

Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

UBS

Client Associate

Honolulu, HI · On-site

$55K - $65K/yr

Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

Travis Mathew

Client Assoicate FT (Whalers)

Lahaina, HI

$15.75 - $17.25/hr

Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...

Travis Mathew

Client Associate - Ala Moana

Honolulu, HI

$14.75 - $16.25/hr

Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...

TravisMathew

Client Assoicate FT (Whalers)

Lahaina, HI · On-site +1

$15.50 - $17.25/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

TravisMathew

Client Associate - Ala Moana

Honolulu, HI · On-site

$14.75 - $16.25/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

Bank of Hawaii

Client Service Associate

Honolulu, HI · On-site

$69.03K/yr

Client Relationship Support: Serves as a key liaison between clients, Client Service Officers, advisors, and internal and external partners. Contributes to maintaining positive client relationships ...

Bank of Hawaii

Client Service Associate

Honolulu, HI

$69.03K/yr

Responsibilities Client Relationship Support: Serves as a key liaison between clients, client service officers, advisors, and internal and external partners. Contributes to maintaining positive ...

Bank of Hawaii

Client Service Associate

Honolulu, HI

$14.25 - $19.75/hr

As an Individual Contributor, this role supports Client Service Officers and Institutional Services Advisors in the accurate and timely administration of client accounts. The position assists with ...

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Client Associate information

See Hawaii salary details

$19.2K

$53K

$78.4K

How much do client associate jobs pay per year?

As of May 28, 2026, the average yearly pay for client associate in Hawaii is $52,950.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $64,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Hawaii? The most popular types of Client jobs in Hawaii are:
What are popular job titles related to Client Associate jobs in Hawaii? For Client Associate jobs in Hawaii, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Hawaii look for? The top searched job categories for Client Associate jobs in Hawaii are:
What are popular job titles related to Client Associate jobs in HI? For Client Associate jobs in HI, the most frequently searched job titles are:
Client Associate jobs near you
Client Associate

Client Associate

UBS - Experienced professionals - job boards

Honolulu, HI • On-site

Other

Posted yesterday

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Are you truly service oriented. Do you know how to take care of people.
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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