Client Services Associate - Central Pacific Investment ...

Position Function: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 Companyu0026#39;s Core Values of approaching all actions with a u0026ldquo;Voyaging Spiritu0026rdquo; and being u0026ldquo;Positively Ohanau0026rdquo;. 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.Primary Accountabilities:Job Specific DutiesWealth 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.Team Focused Leadership Participate in Bank sponsored Internal/external eventsParticipate in Bank sponsored focus groups, initiatives, campaignsRelationship Banking/Relationship 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 partnersMaintain internal service standardsRisk Management/Compliance Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC auditsComply in a timely manner with all compliance requestsAdhere to Bank policies and proceduresPersonal/Professional Development Attend required and elective training and workshopsParticipate in professional group/organizationMinimum Qualifications:Education:H.S. Diploma or GED equivalency required.Experience:2+ years of experience in retail financial sales and servicing (Bacheloru0026#39;s degree may substitute for 2 years of experience)License/Certification:FINRA and insurance licenses will be required if performing any trading transactions.Physical Requirements & Working Conditions:Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.Must be able to read and understand bank-related documents.Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Created: 2025-11-01