Client Service Associate; Part-Time Job Memphis area,Tennessee USA,Finance & Banking

Position: Client Service Associate (Part-Time )
Key Responsibilities What You'll Do

Support the daily operations of a busy wealth management practice
Prepare and process new account paperwork and account maintenance requests
Assist with money movement transactions and service-related requests
Coordinate with custodians, wholesalers, clients, and internal business partners to facilitate requests and resolve issues
Manage inbound and outbound client communications via phone and email
Monitor account activity and follow up on outstanding items
Assist advisors with client meeting preparation and follow-up activities
Maintain accurate client records and documentation
Research and resolve operational and service-related inquiries
Utilize technology and firm systems to improve efficiency and enhance the client experience
Contribute to a positive, collaborative team environment while ensuring a high level of service excellence

Desired Qualifications

Previous experience in client service, operations, administration, banking, financial services, or a related field
Exposure to investment, retirement, wealth management, or brokerage environments preferred
Understanding of basic financial terminology and concepts
Strong verbal and written communication skills
Excellent organizational and time management abilities
Ability to prioritize multiple tasks while maintaining accuracy and attention to detail
Proficiency with Microsoft Office and the ability to quickly learn new systems and technology
Strong problem-solving and critical thinking skills
Professional presence and commitment to confidentiality

Preferred but Not Required

Experience supporting financial advisors or wealth management teams
Industry registrations or financial services experience
Experience processing account opening, transfers, money movement, or client service activities

Education: Associate's or bachelor's degree preferred, or equivalent years of experience in the financial services industry

Workstyle: Onsite

Cook Financial Partners and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE:

The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.