Primary Purpose of Job Supports the Investment Services team and Licensed Branch Employees (LBEs) with operational tasks, customer service requests, new account opening/maintenance and product research. Major Job Account…
Skills: Customer Service, Account Servicing, MS Word, MS Excel, MS Access
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$20/hr–$31/hr
Full-time
Posted 4d ago
~40 hrs/week
Responsibilities
Provides operational and administrative support to the Investment Services team, including account maintenance and customer service requests. Acts as a liaison between financial consultants, vendors, and the broker-dealer back office to resolve issues and process business.
Requirements
Requires at least one year of customer service or sales experience, preferably within the financial services industry. Proficiency in MS Office and the ability to obtain specific insurance and securities licenses (SIE, 7, 66) is preferred.
Full job description
Primary Purpose of Job
Supports the Investment Services team and Licensed Branch Employees (LBEs) with operational tasks, customer service requests, new account opening/maintenance and product research.
Major Job Accountabilities
Provides administrative support to customers, Financial Consultants (FCs), Associate Financial Consultants, and LBEs, which includes, but is not limited to, the following
Answering customer phone calls and emails with requests for account servicing and research
Processing customer service requests, new business, account inquiries and vendor account issue resolution
Assisting FCs with research and problem resolution
Acts as liaison with Broker Dealer back office and vendors
Follows up with vendors and operations team regarding pending business, service request completions, agent reassignments, outstanding money movements and commissions.
Performs operational tasks which includes, but is not limited to, the following:
Compilation and verification of monthly FC Reports
Daily wire to Broker Dealer
Daily Commission Deposit BTE posting
Agent reassignments with Broker Dealer and insurance companies
Operational projects as assigned
Experience Required
One (1) year of:
Direct customer service and/or sales assistance experience, preferably in a retail, financial institution, or financial services industry setting.
Required Skills or Training
Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook).
Excellent verbal and written communication skills.
Able to work under pressure with multiple deadlines.
Able to adapt to ongoing rapid change and grasp new processes and issues quickly.
Able to strictly adhere to policies and procedures within a highly regulated environment.
Professional Certifications, Licenses, and/or Registration Requirements
Possess Hawaii Life and Health licenses or able to obtain licenses within 6 months of hire (preferred)
Possess SIE, 7, and 66 licenses within 12 months of hire (preferred)
EOE, including disability/veterans
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!
Related keywords
Investment ServicesBroker DealerAccount OpeningFinancial ConsultantsHawaii Life and Health LicensesSIE LicenseSeries 7 LicenseSeries 66 LicenseCommission DepositsWire TransfersFinancial ServicesRegulatory EnvironmentAccount MaintenanceVendor Management
American Savings Bank (ASB) has served Hawaii’s businesses and communities for over 100 years, offering a full range of financial services including business and consumer banking, home loans, insurance and investments. One of Hawaii’s leading financial institutions, ASB provides convenient online banking and branch locations statewide with evening, weekend and holiday hours. For six years, Forbes has named ASB America’s Best In-State Bank, recognizing its performance in trust, branch and digital services, customer service, financial advice, and terms and conditions.
ASB pairs its customer experience with a nationally recognized employee experience. It has been named one of Hawaii Business Magazine’s Best Places to Work for 15 years and honored by American Banker as one of the Best Banks to Work For, by Newsweek as one of America’s Greatest Workplaces, and by Fortune as one of the 100 Best Workplaces for Women and 50 Best Workplaces for Diversity. Through its Seeds of Service program, ASB teammates have contributed more than 136,000 volunteer hours, with millions of dollars donated to Hawaii nonprofits and community organizations. For more information, follow American Savings Bank on Facebook, Instagram and LinkedIn.
Offices: 300 N Beretania St, Honolulu, Hawaii 96817, US
Personal BankingHome LoansCommercial BankingLoans and Lines of CreditFinanceInvestments & Insurance ServicesBusiness BankingPersonal Loansand Construction LoansBanking
American Savings Bank (ASB) has served Hawaii’s businesses and communities for over 100 years, offering a full range of financial services including business and consumer banking, home loans, insurance and investments. One of Hawaii’s leading financial institutions, ASB provides convenient online banking and branch locations statewide with evening, weekend and holiday hours. For six years, Forbes has named ASB America’s Best In-State Bank, recognizing its performance in trust, branch and digital services, customer service, financial advice, and terms and conditions.
ASB pairs its customer experience with a nationally recognized employee experience. It has been named one of Hawaii Business Magazine’s Best Places to Work for 15 years and honored by American Banker as one of the Best Banks to Work For, by Newsweek as one of America’s Greatest Workplaces, and by Fortune as one of the 100 Best Workplaces for Women and 50 Best Workplaces for Diversity. Through its Seeds of Service program, ASB teammates have contributed more than 136,000 volunteer hours, with millions of dollars donated to Hawaii nonprofits and community organizations. For more information, follow American Savings Bank on Facebook, Instagram and LinkedIn.
Offices: 300 N Beretania St, Honolulu, Hawaii 96817, US
Personal BankingHome LoansCommercial BankingLoans and Lines of CreditFinanceInvestments & Insurance ServicesBusiness BankingPersonal Loansand Construction LoansBanking