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Staffing Solutions of Hawaii · 9 hours ago

Client Service Specialist

Honolulu, HI

Full-time

Onsite

New Grad, Entry, Mid Level

$60K/yr - $75K/yr

0+ years exp

Staffing Solutions of Hawaii is seeking a Client Service Specialist to join a growing and dynamic team! The role involves preparing client meeting materials, maintaining advisor meeting notes, and delivering proactive client service while ensuring a positive client experience.

ConsultingHuman ResourcesLegalMarketing

Responsibilities

Prepare and update client meeting agendas and materials (investment reports, planning summaries, AssetMap, etc.)

Capture, organize, and maintain advisor meeting notes; create follow-up tasks and workflows

Partner with advisors to deliver proactive, timely, and accurate client service

Serve as a primary point of contact for client inquiries; respond promptly, professionally, and with warmth

Proactively reach out to clients to gather information, clarify requests, and resolve issues

Ensure a seamless, positive client experience across all interactions

Manage calendars, contacts, correspondence, reports, and presentation materials

Provide administrative and operational support in alignment with CMR standards

Maintain organized, compliant client and office files

Prepare, quality-check, and submit client paperwork using electronic signature platforms; manage outbound mail as needed

Support client events, communications, and marketing initiatives (newsletters, social media, etc.)

Assist with special projects and provide backup support to leadership as needed

Qualification

Client service experienceFinancial services knowledgeMicrosoft Office SuiteCRM systems experienceSeries 65 certificationMultitasking abilityExceptional communication skillsAttention to detailTime management skillsOrganizational skills