Wealth Management Client Services Specialist
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant, Banking & Finance
Cook Financial Partners in Memphis, a wealth management practice affiliated with Raymond James, seeks a Part-Time Client Service Associate who is organized, proactive, and passionate about delivering an outstanding client experience.
You will support daily operations, process account paperwork, assist with money movement, coordinate with custodians and clients, manage communications, and help advisors prepare meetings while maintaining accurate records.
The following role is for a Wealth Management Client Services Specialist with 130 Raymond James Financial Services, Inc.
Join us at 130 Raymond James Financial Services, Inc. as our next Wealth Management Client Services Specialist in Memphis, TN, United States.
We are currently recruiting a Wealth Management Client Services Specialist for our team in Memphis, TN, United States.
This is a great role to take on the Wealth Management Client Services Specialist role at 130 Raymond James Financial Services, Inc.
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