Journey Wealth Management is a financial services firm specializing in high-end financial solutions for high-net-worth individuals and families. We don't just manage money, we help our clients build legacies, protect generational wealth, and navigate complex financial landscapes with clarity and confidence.

We`re looking for a sharp, highly organized, and proactive Client Services Specialist to join our fast-paced Honolulu office. This isn`t your average front desk role—you`ll be the right hand to elite advisors, the calm in the storm of a busy day, and the steady presence our high-profile clients come to rely on. From orchestrating precision scheduling to helping prepare for confidential wealth strategy meetings, your impact will be seen and felt across every corner of the firm.

If you thrive under pressure, find satisfaction in the details, and want to work in an environment where excellence is the standard, we want to hear from you.

Responsibilities

As a Client Services Specialist at Journey Wealth Management, you`ll be an integral part of a fast-moving, high-performing team. Every task you take on will directly support our advisors and elevate the experience for our high-net-worth clients. Your role is essential, dynamic, and full of opportunities to shine:

• Be the gateway to the firm—the first voice or face clients connect with, whether by phone, email, or in person
• Set the tone for the day by opening the office, reviewing voicemails, and ensuring everything is polished and ready to go
• Own the calendar by expertly scheduling and managing meetings for our advisory team, making sure everything flows without a hitch
• Set our advisors up for success by confirming appointments and preparing client files with precision and attention to detail
• Track high-stakes progress by submitting, monitoring, and following up on client applications that are central to their financial goals
• Liaise with insurance companies and financial institutions to manage client matters with professionalism and urgency
• Keep our CRM pristine, updating client data to reflect the most current and accurate information
• Create a welcoming environment for meetings, complete with refreshments and thoughtful preparation that reflects our premium service
• Manage critical communications by opening, sorting, and distributing incoming mail, and coordinating outbound bulk mailings
• Keep us stocked and sharp by organizing office supplies and ensuring the workspace is always clean, professional, and client-ready
• Power our outreach by assembling and supporting large mailings such as client newsletters and quarterly updates
• Bring internal and client events to life by assisting with planning and coordination
• Show up for high-impact moments, including occasional evening events (5:00 PM – 9:00 PM) where your hospitality and professionalism will shine

Qualifications:

• Minimum 2 years of experience as a receptionist or administrative clerk
• Strong computer skills (Microsoft Office Suite and CRM platforms like Salesforce)
• Excellent communication skills (verbal and written)
• Highly organized with strong time-management skills
• Self-motivated and able to work independently and in a team setting
• Experience in financial services is preferred but not required
• Customer service mindset with a commitment to excellence

Compensation:

• Pay: $25.00 – $28.00 per hour
• Bonus opportunities available

Schedule:

• Monday to Friday
• In Office 8 -hour shift
• Occasional evening or weekend events as needed

Work Location:

Honolulu Office
Journey Wealth Management
Ala Moana Pacific Center
1585 Kapiolani Blvd., Suite 818

Honolulu, HI 96814

Training Location:

Aiea Office

Journey Wealth Management, LLC

Aiea, HI 96701