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Financial Client Services Associate Jobs in Hawaii

KMH LLP

Client Advisory Services Associate

Honolulu, HI · On-site

$66K/yr

Client Advisory Services Associate We are looking for an Associate to join KMH Solutions. Through the services that we offer our clients including, client accounting and advisory services, litigation ...

Xerox

Client Associate - Honolulu, HI

Honolulu, HI · On-site

... and financial services are essential workplace technology solutions that drive success for our ... The Client Associate serves as the primary on-site operational support representative for Xerox ...

National Veterinary Associates

$16 - $18/hr

CLIENT SERVICES REPRESENTATIVE Job Summary The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to ...

Johnson Controls

Client Services Coordinator

Honolulu, HI

$26.54 - $36.49/hr

Client Services Coordinator 3 Johnson Controls , a global leader in thermal management, mission ... Associates or Bachelors preferred * Experience working in a fast-paced work environment (or prior ...

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Financial Client Services Associate information

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What job categories do people searching Financial Client Services Associate jobs in Hawaii look for? The top searched job categories for Financial Client Services Associate jobs in Hawaii are:
What cities in Hawaii are hiring for Financial Client Services Associate jobs? Cities in Hawaii with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Hawaii as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Work From Home - Client Services Associate

AO Garcia Agency

Pearl City, HI • On-site, Remote

Full-time

Posted 10 days ago

Job description

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look no further!
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families.
Why Apply:
1. Make a Difference: Join a team dedicated to protecting families and children through financial services, providing peace of mind and security to those who need it most.
2. Work from Home: Enjoy the convenience and flexibility of working remotely, allowing you to create a comfortable and productive work environment while balancing your personal commitments.
3. Opportunity for Growth: Grow with a company that values your potential and provides opportunities for advancement, allowing you to build a rewarding career while making a meaningful difference in the lives of others.
4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence.
5. Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness.
Qualifications:
• Genuine desire to help others and make a positive impact on their lives.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Integrity and ethical conduct in all professional dealings.
If you're ready to embark on a fulfilling career where you can work from home, help others, and grow with a company that values integrity and compassion, apply now! Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.
Don't miss out on this opportunity to join a team that's committed to making a meaningful impact. Apply today and become part of a mission to protect and support families and children in need!
*All interviews will be conducted via Zoom video conferencing.
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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