Financial Advisory Client Services Associate

Navy Federal Credit Union; Kailua (HI); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Navy Federal Credit Union in Kailua, HI, seeks an Administrative Support Associate to assist Financial Advisors and NFIS staff. You will handle member inquiries via phone, chat, and email, verify CPI, perform research, and help maintain client relationships while ensuring regulatory compliance.

This role requires FINRA Series 7, NASAA licenses, and Life & Health insurance credentials, plus strong communication, problem-solving, and time-management skills.

Qualifications

• FINRA Series 7 and NASAA licensing required or combination with Life & Health Insurance license
• Experience in administrative support within financial services or member services
• Strong knowledge of financial products, processes and regulations
• Ability to reference and record account information across multiple systems

Responsibilities

• Respond to member inquiries via telephone, chat, and other channels; verify CPI during interactions
• Assist in responding to client inquiries and escalate as needed
• Perform first-call resolution through thorough research and follow-up
• Maintain client relationships and identify opportunities for service enhancements
• Proactively follow up with members, schedule referrals and appointments
• Review accounts and data to determine appropriate solutions and document actions

Skills

FINRA Series 7

NASAA Series63/65/66

Life & Health Insurance License

Customer service

Communication skills

Problem-solving

Education

Bachelor's degree in Business Administration, Finance or Management

Tools

CRM systems

Financial software

Job description

Navy Federal Credit Union in Kailua, HI, seeks an Administrative Support Associate to assist Financial Advisors and NFIS staff. You will handle member inquiries via phone, chat, and email, verify CPI, perform research, and help maintain client relationships while ensuring regulatory compliance.

This role requires FINRA Series 7, NASAA licenses, and Life & Health insurance credentials, plus strong communication, problem-solving, and time-management skills.