Client Services Associate I, II

Job Description

Job Description

Position Function :

Provides logistical, analytical, and clerical sales support to the Wealth Advisors.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities :

• Job Specific Duties

Wealth Advisor Support : Responsible for opening new accounts, performing account transfers, assisting Wealth Advisors with office files, following up on account numbers, incoming transfers, missing items, verifying monetary transactions, placing orders, and other items that increase production.

Participate in Bank sponsored Internal / external events

Budget Goals : Help maintain expenses within approved budgets and support WA’s towards fee income goals

Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners

Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits

Attend required and elective training and workshops

Minimum Qualifications :

Education :

Client Services Associate I :

Client Services Associate II :

Experience :

Client Services Associate I :

Client Services Associate II :

License / Certification :

Client Services Associate I :

Client Services Associate II :

Physical Requirements & Working Conditions :

We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.