Central Pacific Bank · 3 months ago
Client Services Associate - Central Pacific Investment Service
Honolulu, HI
Full-time
Onsite
Entry Level
$21/hr - $29/hr
2+ years expCentral Pacific Bank is a financial institution providing services to customers in the Pacific region. The Client Services Associate role involves providing clerical and sales support to Wealth Advisors, assisting customers with account-related requests, and ensuring compliance with internal procedures.
BankingFinancial Services
Responsibilities
Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisor(s) with office files, following up on account numbers, incoming transfers, verifying monetary transactions, placing orders, and other items that increase production
Customer Support: Attend to incoming calls. Responsible for assisting customers with various servicing requests, such as withdrawals, account maintenance, address changes, researching customer inquiries, etc
Participate in Bank sponsored Internal/external events
Participate in Bank sponsored focus groups, initiatives, campaigns
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
Maintain internal service standards
Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits
Comply in a timely manner with all compliance requests
Adhere to Bank policies and procedures
Attend required and elective training and workshops
Participate in professional group/organization
Qualification
Required
H.S. Diploma or GED equivalency required
2+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience)
FINRA and insurance licenses will be required if performing any trading transactions
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications
Must be able to clearly communicate verbally and in writing with all internal and external customers
Must also be able to hear sufficiently to engage in daily discussions and interactions
Must be able to read and understand bank-related documents
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time
Must also be able to adapt to different work environments as needed to perform the job
Company
Central Pacific Bank
Central Pacific Bank is a financial service company that provides banking products and services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$55M2020-10-20Debt Financing· $55M
Leadership Team
Arnold D Martines
Chairman, President and CEO
John Dean
President and CEO
Recent News
Seattle TechFlash
2025-09-18
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