SB Financial Services Manager jobs in Kahului, HI

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Financial Services Administrative Assistant
  • Principal Financial Group
  • Kahului, HI PART_TIME
  • We are looking for a self-motivated and organized Financial Services Administrative Assistant to support a successful Financial Planning practice. This role will collaborate with local and corporate partners to provide a high level of service to our valued clients. This position is ideal for a well-organized person who enjoys multi-tasking in a fast-paced environment. The successful candidate is nimble with technology, has an aptitude for learning and wants to be part of growing into a role. This position is a good balance between team and independent, project-based work. If you are a process driven creative problem solver this role is for you.

    In return the right candidate will have flexible hours and a schedule to align with their commitments, if you are looking to return to work or start a career, please contact us. We are a well-established business who proudly services small business owners and multi-generational families in achieving their financial goals, our clients are at the heart of what we do.

    In this diverse role, the Financial Services Administrative Assistant will:

    · Gain an understanding of all business guidelines and processes across each of the product lines

    · Work closely with advisor to understand each facet of the business and drive efficiencies to support the practice

    · Maintain a comprehensive knowledge of all products and services offered.

    · Manage Salesforce, our client CRM system

    · Provide a high level of customer service to existing client base

    Qualifications:

    Successful candidates will have the following:

    · Strong customer service, organizational and critical thinking skills required.

    · A strong sense of urgency and responsiveness to customer

    · Strong phone, communication and relationship building skills are critical

    · Proficient knowledge of Microsoft Office Suite and ability to prioritize assignments, adapt to changing priorities and ability to work under pressure

    · Aptitude for learning

    Preferred Qualifications:

    · Ideally 2 years related experience work experience (financial services or sales support experience strongly desired).

    · Experience with Salesforce and/or other CRM platforms is highly preferred

    Job Type: Part-Time – 20-30 hours per week
    Starting Pay: $18 - $20 per hour with anticipated growth up to $30 per hour by the end of the first year.

    Job Type: Part-time

    Pay: $18.00 - $20.00 per hour

    Expected hours: 20 – 30 per week

    Benefits:

    • Flexible schedule

    Schedule:

    • Day shift

    Work Location: In person

  • 1 Month Ago

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Financial service representative
  • Momentum Financial Services Group
  • Honolulu, HI FULL_TIME
  • Company Description Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Service Representative, you'll make a positive ...
  • 22 Days Ago

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Financial Sales Representative
  • Momentum Financial Services Group
  • Honolulu, HI FULL_TIME
  • Company DescriptionAre you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Services Representative, you'll make a positive ...
  • 14 Days Ago

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Financial Service Representative - 435-B Atkinson Drive
  • Momentum Financial Services Group
  • Honolulu, HI FULL_TIME
  • Company DescriptionAre you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Service Representative, you'll make a positive i...
  • 8 Days Ago

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Financial Analyst
  • JMark Services Inc.
  • Honolulu, HI FULL_TIME
  • JMark Services Inc. seeks to hire uniquely and highly qualified personnel to meet the growing needs of our customers worldwide. As a successful small business, we recognize that our employees are our ...
  • 27 Days Ago

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Client Services Coordinator
  • Tax & Financial Group
  • Honolulu, HI FULL_TIME
  • Job description Tax & Financial Group (TFG) is a 53 year financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is design...
  • 18 Days Ago

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0 SB Financial Services Manager jobs found in Kahului, HI area

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Travel Registered Nurse - Case Manager (Remote)
  • Healthcare Staffing Plus
  • Wailuku, HI
  • Compensation : $61 - $61 Hourly Client Job Ref ID : 138659 Shift Description : Day shifts - 36 hours (weekends rotating)...
  • 3/28/2024 12:00:00 AM

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PDC FISCAL ASSISTANT - ID# 224202
  • Research Corporation of the University of Hawaii
  • Kīhei, HI
  • Job Description Job Description PDC FISCAL ASSISTANT – ID# 224202. CLOSING DATE: April 8, 2024, or until filled. Applica...
  • 3/28/2024 12:00:00 AM

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Produce Order Writer (Buyer / Inventory Replenishment)
  • Whole Foods Market Inc.
  • Kahului, HI
  • **NYC CANDIDATES:** As mandated by New York City any New Member hired or Team Member transferring into NYC locations mus...
  • 3/28/2024 12:00:00 AM

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Restaurant Manager
  • Lahaina Restaurant
  • Lahaina, HI
  • Provide the highest level of service to our guests in an incredibly friendly atmosphere. Provide support to the General ...
  • 3/28/2024 12:00:00 AM

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Customer Service Representative - OGG
  • BBA Aviation Plc.
  • Kahului, HI
  • Job ID 10144Date Posted 03/18/2024Location Kahului, HawaiiAirport Kahului AirportCompany Signature Flight Support LLCJob...
  • 3/27/2024 12:00:00 AM

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Office Manager - Queen Ka’ahumanu Center
  • Pacific Retail Capital Partners
  • Kahului, HI
  • Office Manager - Queen Ka’ahumanu Center Are you ready to take charge and be the heartbeat of a bustling Queen Ka’ahuman...
  • 3/24/2024 12:00:00 AM

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Medical Assistant III; Full-time, Maui Memorial Outpatient Clinic
  • Kaiser Permanente
  • Wailuku, HI
  • Description: Job Summary: Supports practitioner and clinical team to accomplish proactive patient management as delegate...
  • 3/24/2024 12:00:00 AM

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Seafood Team Member (Service Counter) - Full Time
  • Whole Foods Market Inc.
  • Kahului, HI
  • **Seafood Team Member (Service Counter) - Full Time** Department Store Job Type Regular Location Kahului, Hawaii, United...
  • 3/24/2024 12:00:00 AM

Kahului is a census-designated place (CDP) on the island of Maui in the U.S. state of Hawaii. It hosts Maui's main airport (Kahului Airport), deep-draft harbor, light industrial areas, and commercial shopping centers. The population was 26,337 at the 2010 census. Kahului is part of the Kahului-Wailuku-Lahaina Metropolitan Statistical Area which includes nearby Wailuku and the town and former whaling village of Lahaina. The retail center for Maui residents, Kahului has several malls and major stores (including department stores in the Queen Kaahumanu Center); other significant groupings of stor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$174,788 to $238,100
Kahului, Hawaii area prices
were up 1.9% from a year ago

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