Wealth Management Client Specialist

First Horizon Bank • Baton Rouge, LA • 18h ago

Description

Location : On site listed in the job posting.

Weekly Scheduled Hours: Monday- Friday 8:30?AM-5?PM

Summary

The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.

Essential Duties And Responsibilities

Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.

Extensive client contact , involved in all activities that align with prospective and existing clients

Performs account maintenance including money transfer requests, address changes, etc.

Serves as liaison and between sales team, compliance, and other business lines throughout the firm

Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures

Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation

May attend client meetings, prospect meeting, and client/marketing events

Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.

Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support

Fulfill financial advisor requests and resolve service-related issues and inquiries

Process tasks and resolve issues in a timely and accurate manner

Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times

Maintain a focus on continuous improvement and provides feedback on system enhancements

Master technology to ensure it is being used to its full benefit.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

0-2 years' experience required; 2-4 years' experience preferred

High School diploma required for consideration (or equivalent); Bachelors preferred

Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred

Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful

FINRA Licenses : Series 7, 66/63 preferred

Appropriate State Life & Health Insurance licenses preferred

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com (https://urldefense.com/v3/\_https:/www.firsthorizon.com/\\;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\kmPxl66_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .

Benefit Highlights

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefit

Facebook (https://www.facebook.com/FirstHorizonBank)

X formerly Twitter

LinkedIn (http://www.linkedin.com/company/first-horizon-bank)

Instagram

YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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