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Private Client Associate Jobs in Hawaii (NOW HIRING)

Our international company has over 65 years of service and works privately with over 30,000 unions ... Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing ...

New

Our international company has over 65 years of service and works privately with over 30,000 unions ... Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing ...

New

... associates, and the boutique to maximize client-facing time and will support all areas of the ... CHANEL is a private company whose values are grounded in creating the conditions for people to ...

The J.R. Simplot Company is a diverse, privately held global food and agriculture company ... Typical Education Associate's Degree (A.A. or equivalent) Relevant Experience 3+ years related ...

The J.R. Simplot Company is a diverse, privately held global food and agriculture company ... Typical Education Associate's Degree (A.A. or equivalent) Relevant Experience 3+ years related ...

... associates, and the boutique to maximize client-facing time and will support all areas of the ... CHANEL is a private company whose values are grounded in creating the conditions for people to ...

... associates, and the boutique to maximize client-facing time and will support all areas of the ... CHANEL is a private company whose values are grounded in creating the conditions for people to ...

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Showing results 1-20

Private Client Associate information

See Hawaii salary details

$30.7K

$55.2K

$100.6K

How much do private client associate jobs pay per year?

As of Jul 16, 2026, the average yearly pay for private client associate in Hawaii is $55,165.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,124.00 and $69,894.00 per year, depending on experience, location, and employer.

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

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

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Hawaii? For Private Client Associate jobs in Hawaii, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Hawaii look for? The top searched job categories for Private Client Associate jobs in Hawaii are:
What cities in Hawaii are hiring for Private Client Associate jobs? Cities in Hawaii with the most Private Client Associate job openings:
Healthcare Protection Officer Trainee - Honolulu, Hawaii

Healthcare Protection Officer Trainee - Honolulu, Hawaii

Blackstone Consulting Inc.

Honolulu, HI

$1.5K - $3.0K/wk

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago


Blackstone Consulting Inc. rating

6.0

Company rating: 6.0 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

57th of 108 rated security


Job description

As part of the Regional Security Services team, the Healthcare Protection Officer Trainee (HPOT) is responsible for the physical and personal security for members, staff, and visitors within the health care client facilities. This includes responding to emergency situations, preserving order, and enforcing regulations related to personnel, visitors, and premises. Protects staff and property from theft or damage, or persons from hazards and interference, including the potential for violence in the workplace. The HPOT will work in the health care environment to learn the during a probationary period of 90 days until they attend the HPO Academy. Upon successful completion of the academy the HPOT will graduate and be hired to a full time HPO.

To learn more about the HPO program visit our website:

https://www.bci-toolkit.com/hpo

Essential Functions

Facility Safety & Incident Response

  • Respond to crimes in progress and take appropriate action
  • Make private person arrests when necessary and within policy
  • Lead Code Gray response teams
  • Lead de-escalation efforts
  • Provide a professional security presence
  • Act as a safety ambassador for the facility
  • Provide campus safety recommendations
  • Liaison with administrative and clinical leadership
  • Establish and maintain a good working relationship with local law enforcement
  • Learn Healthcare facility-specific procedures and policies
  • Adhere to all company policies and procedures and remain in compliance with local, state and federal regulations
  • Respond to and investigate incidents of workplace violence
  • Other duties as assigned.

Minimum Qualifications

Required Experience

  • Minimum: 3+ years' experience in security, military, or law enforcement related experience, or bachelor's degree with no experience, or associate degree & 1 year security experience.
  • Customer service
  • Preferred: Healthcare security officer experience, Bachelor's degree and security experience or Associates degree + 3 years security experience.

Required Education

  • Minimum: HS Diploma or GED
  • Preferred: Associates Degree or above

Licenses/Training

  • Minimum: Hawaii Security Guard Card
  • Preferred: Exposed Firearms Permit/Armed Security License

Skills/Specialized Knowledge

  • Strong de-escalation
  • Excellent verbal and written communication skills
  • Ability to pass Physical Agility Test upon employment
  • Ability to pass Physical Agility Test on an annual basis as a condition of continued
  • employment

Company benefits include - see all the details at www.bci-toolkit.com/benefits

  • Medical Insurance- The Kaiser HMO plan has a $0 annual deductible & an out-of-pocket max of $1,500/$3,000 (CA Kaiser Medical Plan) with a co-pay of $10 Primary Doctor and $10 for Specialist per visit.
  • Vision Insurance- Vision care plan option through Guardian for employees and eligible dependents.
  • Dental Insurance- PPO dental plan option through Guardian for employees and eligible dependents.
  • Retirement & 401(k)- Retirement benefits are available for purchase through Empower. Employees are eligible to enroll in a 401(k) savings plan if they have been an employee for at least 6 months and are 18+ years old.
  • Short-Term & Long-Term Disability Insurance- BCI offers Short-Term and Long-Term Disability coverage for employees to purchase through Guardian.
  • Employee Assistance Program- Through Guardian's WorkLifeMatters program. 100% paid by BCI.
  • Voluntary Life and AD&D Insurance- Employees have the opportunity to purchase voluntary life and AD&D insurance coverage for themselves and eligible dependents through Guardian.
  • Supplemental Insurance- Employees have the opportunity to purchase Accident and/or Critical Illness supplemental insurance through Guardian.
  • Additional Benefits- Pet insurance can be purchased through Nationwide. Employees are eligible to enroll in several disability, supplemental, and life plans offered by Aflac and TransAmerica.
  • Annual Raises -wage increase every January
  • Paid Time Off
  • Recognition Programs
  • Training & Career Development

To safeguard the health and safety of our employees, families, customers, visitors and community at large, COVID 19 vaccination will be a requirement for employment, and we will consider accommodations for medical and religious-based reasons. You will need to follow the safety protocol as communicated by work location.

Blackstone Consulting, Inc. (BCI) is a minority-owned, 9,000 employee, global service provider overseeing account services in food, environmental, facility maintenance, professional staffing, and security. Within our healthcare security division, we help healthcare organizations achieve superior programs and results. This includes our investment in you and your ability to deliver best practices to our client while receiving exceptional training to advance your healthcare career with BCI. Together, we are building a best-in-class healthcare security operation and are looking for top talent to join us in this effort. We are an equal-opportunity employer committed to a diverse workforce. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status.

#SEC1

As part of the Regional Security Services team, the Healthcare Protection Officer Trainee (HPOT) is responsible for the physical and personal security for members, staff, and visitors within the health care client facilities. This includes responding to emergency situations, preserving order, and enforcing regulations related to personnel, visitors, and premises. Protects staff and property from theft or damage, or persons from hazards and interference, including the potential for violence in the workplace. The HPOT will work in the health care environment to learn the during a probationary period of 90 days until they attend the HPO Academy. Upon successful completion of the academy the HPOT will graduate and be hired to a full time HPO.

To learn more about the HPO program visit our website:

https://www.bci-toolkit.com/hpo

Essential Functions

Facility Safety & Incident Response

  • Respond to crimes in progress and take appropriate action
  • Make private person arrests when necessary and within policy
  • Lead Code Gray response teams
  • Lead de-escalation efforts
  • Provide a professional security presence
  • Act as a safety ambassador for the facility
  • Provide campus safety recommendations
  • Liaison with administrative and clinical leadership
  • Establish and maintain a good working relationship with local law enforcement
  • Learn Healthcare facility-specific procedures and policies
  • Adhere to all company policies and procedures and remain in compliance with local, state and federal regulations
  • Respond to and investigate incidents of workplace violence
  • Other duties as assigned.

Minimum Qualifications

Required Experience

  • Minimum: 3+ years' experience in security, military, or law enforcement related experience, or bachelor's degree with no experience, or associate degree & 1 year security experience.
  • Customer service
  • Preferred: Healthcare security officer experience, Bachelor's degree and security experience or Associates degree + 3 years security experience.

Required Education

  • Minimum: HS Diploma or GED
  • Preferred: Associates Degree or above

Licenses/Training

  • Minimum: Hawaii Security Guard Card
  • Preferred: Exposed Firearms Permit/Armed Security License

Skills/Specialized Knowledge

  • Strong de-escalation
  • Excellent verbal and written communication skills
  • Ability to pass Physical Agility Test upon employment
  • Ability to pass Physical Agility Test on an annual basis as a condition of continued
  • employment

Company benefits include - see all the details at www.bci-toolkit.com/benefits

  • Medical Insurance- The Kaiser HMO plan has a $0 annual deductible & an out-of-pocket max of $1,500/$3,000 (CA Kaiser Medical Plan) with a co-pay of $10 Primary Doctor and $10 for Specialist per visit.
  • Vision Insurance- Vision care plan option through Guardian for employees and eligible dependents.
  • Dental Insurance- PPO dental plan option through Guardian for employees and eligible dependents.
  • Retirement & 401(k)- Retirement benefits are available for purchase through Empower. Employees are eligible to enroll in a 401(k) savings plan if they have been an employee for at least 6 months and are 18+ years old.
  • Short-Term & Long-Term Disability Insurance- BCI offers Short-Term and Long-Term Disability coverage for employees to purchase through Guardian.
  • Employee Assistance Program- Through Guardian's WorkLifeMatters program. 100% paid by BCI.
  • Voluntary Life and AD&D Insurance- Employees have the opportunity to purchase voluntary life and AD&D insurance coverage for themselves and eligible dependents through Guardian.
  • Supplemental Insurance- Employees have the opportunity to purchase Accident and/or Critical Illness supplemental insurance through Guardian.
  • Additional Benefits- Pet insurance can be purchased through Nationwide. Employees are eligible to enroll in several disability, supplemental, and life plans offered by Aflac and TransAmerica.
  • Annual Raises -wage increase every January
  • Paid Time Off
  • Recognition Programs
  • Training & Career Development

To safeguard the health and safety of our employees, families, customers, visitors and community at large, COVID 19 vaccination will be a requirement for employment, and we will consider accommodations for medical and religious-based reasons. You will need to follow the safety protocol as communicated by work location.

Blackstone Consulting, Inc. (BCI) is a minority-owned, 9,000 employee, global service provider overseeing account services in food, environmental, facility maintenance, professional staffing, and security. Within our healthcare security division, we help healthcare organizations achieve superior programs and results. This includes our investment in you and your ability to deliver best practices to our client while receiving exceptional training to advance your healthcare career with BCI. Together, we are building a best-in-class healthcare security operation and are looking for top talent to join us in this effort. We are an equal-opportunity employer committed to a diverse workforce. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status.

#SEC1


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