Staffing Solutions of Hawaii · 20 hours ago
Client Service Specialist
Staffing Solutions of Hawaii is seeking a Client Service Specialist to join a growing and dynamic team! The role involves serving as the primary point of contact for client service requests, managing client onboarding, and ensuring compliance with regulatory standards.
ConsultingHuman ResourcesLegalMarketing
Responsibilities
Serve as the primary point of contact for client service requests and inquiries
Prepare and assemble client meeting materials and reports
Capture, organize, and manage advisor meeting notes and follow-up tasks
Support client onboarding and ongoing service workflows
Prepare and process client paperwork in compliance with regulatory standards
Maintain accurate, organized, and compliant client records
Support office operations, special projects, and client events as needed
Qualification
Required
At least 4 years of experience in client service, financial services, or a professional services environment
Strong proficiency in Microsoft Office Suite
Experience using CRM systems
Excellent written, verbal, and interpersonal communication skills
High attention to detail and strong organizational abilities
Ability to manage confidential information with discretion
Effective time management and prioritization skills
Professional demeanor with a service-oriented mindset
Preferred
Bachelor's degree or equivalent relevant work experience
Company
Staffing Solutions of Hawaii
Staffing Solutions of Hawaii is a staffing and recruiting company offering accounting and marketing services.
Funding
Current Stage
Early StageTotal Funding
unknown2021-11-11Acquired
Company data provided by crunchbase