Job Description Summary
At 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 service
• Communicate professionally and confidently with clients and business partners
• Are comfortable learning and using new technology and systems
• Have strong organizational skills and attention to detail
• Take initiative and proactively identify solutions
• Work well independently while contributing to a team environment
• Have exposure to the financial services industry or an interest in growing your knowledge of wealth management
• Demonstrate a strong work ethic and willingness to ‘jump in’ where needed
Job Description
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.
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