Client Service Associate (Part-Time )
Memphis, Tennessee - United States On-site
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About the role
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.
What you'll bring
- Demonstrate a strong work ethic and willingness to ‘jump in’ where needed
- 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