We are offering a long-term contract employment opportunity for a Client Service Associate in Honolulu, Hawaii. As a Client Service Associate, your role will cover a wide range of administrative and customer service tasks in the industry. You will be instrumental in maintaining client accounts, handling client related requests, and managing clerical functions. If interested in this role, please call us at 808-531-0800. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.
Responsibilities:
• Efficiently process client-related requests such as check requests, wiring funds, changes in address, dividend information, etc.
• Conduct clerical functions related to the initiation of client accounts and ongoing account coding based on the client's chosen account features.
• Assist in maintaining comprehensive client account and trade-related records for the FA(s) and certain required files for the branch office.
• Upon client request, provide quotes and other account-related information; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
• Provide reports and other information to FA(s), as per their request.
• Recognize and escalate situations that need to be brought to the attention of the FA(s) or the Branch Manager, including suspicious client and/or employee activity or behavior.
• Execute various administrative duties such as typing, filing, answering phones, mailing documents/letters, etc.
• Handle other duties and projects as assigned by the FA and/or Branch Manager.
• Employ your skills in Microsoft Word, Excel, and Outlook to manage tasks and communicate effectively.
• Leverage your strong customer service skills to answer inbound calls, assist customers, and manage email correspondence.
• Demonstrated ability to assist customers in a detail oriented and courteous manner
• Strong working knowledge of Microsoft Word, Excel, and Outlook
• Excellent email correspondence skills, with attention to detail and detail orientation
• Familiarity with administrative office procedures and practices
• Experience in performing clerical duties effectively and efficiently
• Ability to direct phone calls to appropriate departments or individuals
• Proven skills in managing and organizing phone messages
• Commitment to providing exceptional customer service at all times
• Must be able to multitask and prioritize tasks in a fast-paced environment
• Strong communication and interpersonal skills, capable of building positive relationships with customers.