Client Services Manager

Role Description

HIPac Financial, a successful financial services practice in downtown Honolulu, is seeking a hard-working and detail oriented professional to join our team. Willing to train the right individual with a great attitude who is a fast learner and eager to apply their skill set to assist in the growth of the company.

As a HIPac Financial team member, you will develop and hone your data management skills, strengthen time-management and organizational capabilities, and get an inside look at how the local financial industry operates.

Duties/Responsibilities

·        Responsible for database management and data entry

·        Oversee case management

·        Provide friendly, effective, and prompt client service via phone, email, and in-person communication methods

·        Schedule and provide preparation for client meetings

·        Complete administrative tasks such as filing, copying, mailing

Qualifications

·        Major in business admin, finance, marketing, or a related field

·        1-2 years of related professional experience (preferred)

·        Excellent written and verbal communication skills

·        Working knowledge of Microsoft Office applications including Word, Excel, Outlook, and PowerPoint

Additional Notes

Flexible part-time to full-time hours. Weekdays. Starting compensation ($30-35 hr.) and benefits commensurate with experience and capabilities; may include regular reviews and raises, bonuses, sick leave, and paid vacation. Thank you for your interest! We look forward to meeting with you!