Client Service Representative Job at Robert Half (Honolulu)

Job Description

We are looking for a Client Service Representative to join a team in Honolulu, Hawaii on a Contract assignment expected to last 12–24 months. This entry-level opportunity supports daily administrative and client service activities for an Investment Advisory group, with a focus on document handling, record accuracy, and timely task completion. The ideal candidate is organized, dependable, and comfortable managing routine office support work while communicating effectively with internal partners. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-0800.

Job Responsibility

Manage daily clerical and administrative activities that support the broader advisory team’s workflow
Receive, organize, and distribute incoming mail, ensuring checks and other important documents reach the correct parties promptly
Maintain orderly files and account records so documentation is accurate, accessible, and up to date
Enter and update information in internal systems while assisting with routine account-related support tasks
Review forms and supporting paperwork for completeness, accuracy, and any missing details before processing
Perform basic numerical work, such as totaling amounts across accounts or funds, with close attention to accuracy
Follow up on outstanding forms, signatures, and documentation by contacting appropriate parties and tracking open items to completion
Respond to routine questions and provide dependable day-to-day support to internal stakeholders, including investment team members

Requirements

Prior experience or demonstrated ability in administrative support, customer service, or office coordination
Strong organizational skills with the ability to manage multiple small tasks efficiently
Comfort working with numbers and completing simple calculations accurately
High attention to detail when reviewing documents, entering data, and maintaining records
Clear communication skills, including the confidence to make outbound calls and ask follow-up questions when needed
Basic computer proficiency, including data entry, document handling, and general office software use
Dependable work habits and a proactive approach to completing routine assignments on time

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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