Client Service Associate (Part-Time )

Part-Time Client Service AssociateAt Cook Financial Partners, we believe exceptional client experiences are built through strong relationships, attention to detail, and a commitment to service. As a wealth management practice affiliated with Raymond James, we help individuals and families in the Memphis area navigate important financial decisions with confidence. We're seeking a Part-Time Client Service Associate who is organized, proactive, and passionate about delivering an outstanding client experience. This role offers the opportunity to work closely with clients, advisors, and business partners while supporting the day-to-day operations that help our practice run efficiently and effectively.You may be a great fit if you:Enjoy helping people and providing exceptional serviceCommunicate professionally and confidently with clients and business partnersAre comfortable learning and using new technology and systemsHave strong organizational skills and attention to detailTake initiative and proactively identify solutionsWork well independently while contributing to a team environmentHave exposure to the financial services industry or an interest in growing your knowledge of wealth managementDemonstrate a strong work ethic and willingness to 'jump in' where neededKey ResponsibilitiesWhat You'll DoSupport the daily operations of a busy wealth management practicePrepare and process new account paperwork and account maintenance requestsAssist with money movement transactions and service-related requestsCoordinate with custodians, wholesalers, clients, and internal business partners to facilitate requests and resolve issuesManage inbound and outbound client communications via phone and emailMonitor account activity and follow up on outstanding itemsAssist advisors with client meeting preparation and follow-up activitiesMaintain accurate client records and documentationResearch and resolve operational and service-related inquiriesUtilize technology and firm systems to improve efficiency and enhance the client experienceContribute to a positive, collaborative team environment while ensuring a high level of service excellenceDesired QualificationsPrevious experience in client service, operations, administration, banking, financial services, or a related fieldExposure to investment, retirement, wealth management, or brokerage environments preferredUnderstanding of basic financial terminology and conceptsStrong verbal and written communication skillsExcellent organizational and time management abilitiesAbility to prioritize multiple tasks while maintaining accuracy and attention to detailProficiency with Microsoft Office and the ability to quickly learn new systems and technologyStrong problem-solving and critical thinking skillsProfessional presence and commitment to confidentialityPreferred but Not RequiredExperience supporting financial advisors or wealth management teamsIndustry registrations or financial services experienceExperience processing account opening, transfers, money movement, or client service activitiesEducation: Associate's or bachelor's degree preferred, or equivalent years of experience in the financial services industryWorkstyle: OnsiteCook 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.The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.