Job Details

Bishop & Company is seeking a Client Relations Associate to support a financial firm in the Honolulu area. In this position, you will manage and oversee investment-related transactions once client authorization has been received. Responsibilities include ensuring each transaction is processed accurately, in compliance with requirements, on schedule, and with complete documentation from start to finish. You will work closely with the firms Financial Planners to carry out and implement client investment strategies. This is an operations-driven role and does not involve sales responsibilities. This role is well suited for someone with prior experience in investment operations or advisory support who values accuracy and understands how strong operational execution contributes directly to client confidence and trust. Key Responsibilities Process and complete investment-related transactions, including account openings, transfers, rollovers, contributions, distributions, and allocation updat...Client Relations, Relations, Operations, Investment, Associate, Operation, Business Services, Staffing