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Financial Client Services Associate Jobs in Hawaii

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.Through regular interactions with ...

Part Time Client Associate - Wailea

Kihei, HI · On-site

$16.25 - $18/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 ...

Client Assoicate FT (Whalers)

Lahaina, HI · On-site

$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 ...

Client Assoicate FT (Whalers)

Lahaina, HI · On-site

$15.75 - $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 ...

Overview As the nation's leading provider of high-quality home care services, we empower our ... We're seeking a Intake Client Associate who is passionate about making a difference and driving ...

Client Relations Coordinator

Honolulu, HI · On-site

$21.19 - $25.42/hr

Two (2) years of recent experience in customer service, contact center, or client support roles. Preferred and Advanced Qualifications: * Associate degree or equivalent combination of education and ...

Tax Associate

Keaau, HI · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

Tax Associate

Hilo, HI · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

Tax Associate

Honolulu, HI · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

Tax Associate

Kealakekua, HI · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

Tax Associate

Kihei, HI · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

Showing results 21-40

Financial Client Services Associate information

What is a financial client services associate?

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?

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.

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 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.

What are popular job titles related to Financial Client Services Associate jobs in Hawaii?

For Financial Client Services Associate jobs in Hawaii, the most frequently searched job titles are:

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:

Infographic showing various Financial Client Services Associate job openings in Hawaii as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Service Leader - Water Services

CDM Smith

Honolulu, HI

Full-time

Re-posted 26 days ago


CDM Smith rating

9.2

Company rating: 9.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

34th of 449 rated engineering


Job description

Company Overview

Check out this video and find out why our team loves to work here!
Join Us! CDM Smith – where amazing career journeys unfold.
Imagine a place committed to offering an unmatched employee experience. Where you work on projects that are meaningful to you. Where you play an active part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and supported to do your very best and given the tools and resources to do so. Where it’s a priority that the company takes good care of you and your family.
Our employees are the heart of our company. As an employer of choice, our goal is to provide a challenging, progressive and inclusive work environment which fosters personal leadership, career growth and development for every employee. We value passionate individuals who challenge the norm, deliver world-class solutions and bring diverse perspectives. Join our team, and together we will make a difference and change the world.


Job Description

CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and wastewater municipal infrastructure for multiple private, municipal and state agency clients in the Hawaiian/ West Pacific market! We have worked on some complex projects for major clients throughout this region and are looking for a candidate who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.

As a member of this team, you will contribute to CDM Smith's mission by:

  • Developing client engagement strategies and pursuit plans for new water, wastewater and environmental business in the Hawaiian/ West Pacific market 
  • Aligning CDM Smith’s firm-wide strategies with local business development activities. 
  • Being responsible of the overall financial performance of projects within a client portfolio. 
  • Being a highly visible advocate of CDM Smith through active participation in professional and industry organizations.
  • Assembling and leading client and project teams to meet client needs and project requirements. 
  • Developing and leading proposal efforts and presentations. 
  • Implementing CDM Smith’s Sales Delivery Process and proactive use of CDM Smith’s sales tools. 
  • Negotiating critical issues with clients and potential teaming partners and subconsultants. 
  • Development of technical approaches and strategies. 
  • Assisting on individual projects and meeting billable hour targets. 
  • Meeting annual sales goals from both existing and new clients. 
  • Managing business development budgets and costs. 
  • Engaging in routine coordination with other area client service leaders and internal business units to meet business objectives. 
  • Following and implementing CDM Smith’s standardized business practices. 
  • Participating in CDM Smith’s training program to reinforce core competencies of the client service leader position and obtain requisite certifications within 6-months of onboarding. 
  • Adhering to CDM Smith’s Core Values. 

Skills & Abilities
  • Expert knowledge of corporate governance practices, organization design principles, accounting principles, finance, supply chain management, and organization management. 
  • Excellent written and oral communication skills.
  • Ability to understand highly complex technical, professional and business materials

Qualifications
  • Bachelor's degree. 
  • 15 years of related experience. 
  • Domestic and/or international travel may be required. The frequency of travel is contingent on specific duties, responsibilities, and the essential functions of the position, which may vary depending on workload and project demands. 
  • Equivalent additional directly related experience will be considered in lieu of a degree.

Preferred Qualifications
  • Bachelor's degree in Civil, Environmental or Chemical Engineering 
  • Professional Engineering (PE) License is preferred 
  • Previous experience winning/managing water/wastewater projects in local market 
  • Excellent communication, networking and team building skills 

Amount of Travel Required
20% - 40%
Driving Requirements
An appropriate and valid driver's license is required.
EEO Statement
We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We provide career opportunities that span a variety of disciplines and geographic locations, with projects that our employees plan, design, build and operate as diverse as the needs of our clients. CDM Smith Inc. and its divisions and subsidiaries are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, pregnancy related conditions, childbirth and related medical conditions, sexual orientation, gender identity or gender expression), national origin, age, marital status, physical or mental disability, veteran status, citizenship status, genetic information or any other characteristic protected by applicable law.
Background Check and Drug Testing Information
CDM Smith Inc. and its divisions and subsidiaries (hereafter collectively referred to as "CDM Smith") reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated positions. Background checks are conducted after an offer of employment has been made in the United States. The timing of when background checks will be conducted on candidates for positions outside the United States will vary based on country statutory law but in no case, will the background check precede an interview. CDM Smith will conduct interviews of qualified individuals prior to requesting a criminal background check, and no job application submitted prior to such interview shall inquire into an applicant's criminal history. If this position is subject to a background check for any convictions related to its responsibilities and requirements, employment will be contingent upon successful completion of a background investigation including criminal history. Criminal history will not automatically disqualify a candidate. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
Massachusetts Applicants
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Pay Range Min
USD $138,258.00
Pay Range Max
USD $241,966.00
Additional Pay Range Information
CDM Smith is committed to fair and equitable compensation practices. This pay range is a good faith estimate representative of all experience levels for the geographic location assigned to the position. In addition to geographic location, a candidate's salary is determined by several other factors including, but not limited to, the role, function and associated responsibilities, relevant work experience, skills, required certifications, and education/training.
Additional Compensation
All bonuses at CDM Smith are discretionary and may or may not apply to this position.
Visa Sponsorship Available
No-We will not support sponsorship in the United States, i.e. H-1B or TN Visas for this position
Agency Disclaimer
All vendors must have a signed CDM Smith Placement Agreement from the CDM Smith Talent Acquisition Manager to receive payment for your placement. Verbal or written commitments from any other member of the CDM Smith Inc. and its divisions and subsidiaries staff will not be considered binding terms. All unsolicited resumes sent to CDM Smith Inc. and its divisions and subsidiaries and any resume submitted to any employee outside of CDM Smith Talent Acquisition Team will be considered property of CDM Smith. CDM Smith Inc. and its divisions and subsidiaries will not be held liable to pay a placement fee.Qualifications:
  • Bachelor's degree. 
  • 15 years of related experience. 
  • Domestic and/or international travel may be required. The frequency of travel is contingent on specific duties, responsibilities, and the essential functions of the position, which may vary depending on workload and project demands. 
  • Equivalent additional directly related experience will be considered in lieu of a degree.
Education:UNAVAILABLEEmployment Type: UNAVAILABLE

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About CDM Smith

Sourced by ZipRecruiter

CDM Smith is a distinguished name in the engineering and construction industry, providing insightful consulting, designing, and execution services. Based in Boston, Massachusetts, US, this full-service engineering and construction firm was founded in 1947 and has been contributing to the national and global infrastructure ever since. Serving across diverse sectors like transportation, environment, water, energy, and facilities, they have built a reputation for excellence. The company firmly stands on its mission of delivering lasting, superior solutions to the world's complex challenges, thereby ensuring their clients create a transformative impact.

Industry

Civil engineering construction

Company size

5,001 - 10,000 Employees

Headquarters location

Cambridge, MA, US

Year founded

1947