Wealth Management Client Services Associate

Praxis, Inc.; Honolulu (HI); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary based on experience

Performance bonus

PTO + Paid holidays

401(k) + company match

Job summary

Honolulu Financial Partners seeks a Client Service Associate to support our advisory and operations team. A Series 65 or Series 66 registration is required to work directly with clients.

You will assist with research and portfolio updates, help verify asset transfers with our Operations Manager, and resolve vendor/home-office issues. Join conference calls to guide clients on options and transfers to our firm.

Qualifications

• Series 65 or Series 66 registration is required for client-facing work.
• Strong attention to detail and reliable follow-through on paperwork and deadlines.
• Comfort on the phone with older clients — patient, clear, and unhurried.
• A collaborative temperament; this is a support role within a small, close-knit team.
• Familiarity with IRAs, rollovers, and retirement plan transfers is a plus.

Responsibilities

• Prepare specific research and portfolio updates supporting our advisor's annual outbound client calls.
• Assist our Operations Manager in verifying that assets have been transferred appropriately.
• Resolve issues with vendors and home office irregularities.
• Contact clients to verify information and ensure forms are returned on a timely basis.
• Join scheduled conference calls with clients to help clients understand their options and transfer funds to our firm.

Skills

Phone etiquette

Client service mindset

Attention to detail

Team collaboration

Education

Series 65 or Series 66 registration

Experience in financial services

Tools

IRAs & rollovers

Job description

Honolulu Financial Partners seeks a Client Service Associate to support our advisory and operations team. A Series 65 or Series 66 registration is required to work directly with clients.

You will assist with research and portfolio updates, help verify asset transfers with our Operations Manager, and resolve vendor/home-office issues. Join conference calls to guide clients on options and transfers to our firm.