Client Services Associate - Central Pacific Investment Service

Central Pacific Bank • Honolulu, HI

78d

About The Position

Provides clerical and sales support to the Wealth Advisor(s). Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Requirements

• 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.

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.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 501-1,000 employees