Wealth Management Client Sales Specialist
About UsFirst Horizon Corp. (NYSE:
FHN), with approximately $90 billion in assets, 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, mortgage, and title insurance 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.SummaryThe Wealth Management Client 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 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 RESPONSIBILITIESo 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.o Extensive client contact , involved in all activities that align with prospective and existing clientso Performs account maintenance including money transfer requests, address changes, etc.o Serves as liaison and between sales team, compliance, and other business lines throughout the firmo Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedureso Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliationo May attend client meetings, prospect meeting, and client/marketing eventso Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.o Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project supporto Fulfill financial advisor requests and resolve service-related issues and inquirieso Process tasks and resolve issues in a timely and accurate mannero Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all timeso Maintain a focus on continuous improvement and provides feedback on system enhancementso Master technology to ensure it is being used to its full benefit.QUALIFICATIONSTo 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:
1. 0-2 years' experience required; 2-4 years' experience preferred2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful5. FINRA Licenses :
Series 7, 66/63 preferred6. Appropriate State Life & Health Insurance licenses preferredBenefit Highlightso Medical with wellness incentives, dental, and vision o HSA with company matcho Maternity and parental leaveo Tuition reimbursemento Mentor programo 401(k) with 6% matcho More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-BenefitsFollow UsFacebook -- facebook.com/FirstHorizonBankTwitter -- twitter.com/FirstHorizonBnkLinkedIn -- linkedin.com/company/first-horizon-bankInstagram -- instagram.com/first_horizonYouTube -- youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-QCorporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Recommended Skills Banking Services Business Process Improvement Business Process Management Communication Customer Relationship Management Customer Service Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
n
n
n Estimated Salary: $20 to $28 per hour based on qualifications.
FHN), with approximately $90 billion in assets, 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, mortgage, and title insurance 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.SummaryThe Wealth Management Client 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 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 RESPONSIBILITIESo 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.o Extensive client contact , involved in all activities that align with prospective and existing clientso Performs account maintenance including money transfer requests, address changes, etc.o Serves as liaison and between sales team, compliance, and other business lines throughout the firmo Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedureso Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliationo May attend client meetings, prospect meeting, and client/marketing eventso Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.o Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project supporto Fulfill financial advisor requests and resolve service-related issues and inquirieso Process tasks and resolve issues in a timely and accurate mannero Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all timeso Maintain a focus on continuous improvement and provides feedback on system enhancementso Master technology to ensure it is being used to its full benefit.QUALIFICATIONSTo 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:
1. 0-2 years' experience required; 2-4 years' experience preferred2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful5. FINRA Licenses :
Series 7, 66/63 preferred6. Appropriate State Life & Health Insurance licenses preferredBenefit Highlightso Medical with wellness incentives, dental, and vision o HSA with company matcho Maternity and parental leaveo Tuition reimbursemento Mentor programo 401(k) with 6% matcho More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-BenefitsFollow UsFacebook -- facebook.com/FirstHorizonBankTwitter -- twitter.com/FirstHorizonBnkLinkedIn -- linkedin.com/company/first-horizon-bankInstagram -- instagram.com/first_horizonYouTube -- youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-QCorporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Recommended Skills Banking Services Business Process Improvement Business Process Management Communication Customer Relationship Management Customer Service Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
n
n
n Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
