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First Horizon Bank · 1 day ago

Wealth Management Client Specialist

Morristown, TN

Full-time

Onsite

New Grad, Entry Level

0+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Wealth Management Client Specialist will support advisors by enhancing client satisfaction, managing relationships, and ensuring compliance with operating procedures.

BankingFinanceFinancial ServicesRisk Management

H1B Sponsor Likely

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

Qualification

Microsoft ExcelCustomer serviceFINRA LicensesDocuSignGeneral banking experienceWritten communicationOral communicationOrganizational skills

Required

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

High School diploma required for consideration (or equivalent)

Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required

Accurate typing, spelling & grammar skills

Good written and oral communication skills

Good organizational and customer service skills

General banking and operations experience is helpful

Preferred

Bachelors preferred

Experience with DocuSign preferred

FINRA Licenses: Series 7, 66/63 preferred

Appropriate State Life & Health Insurance licenses preferred

Benefits

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Company

First Horizon Bank

Glassdoor3.6

First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.

Founded in 1864

Raleigh, North Carolina, USA

5001-10000 employees

https://www.firsthorizon.com/pmc

H1B Sponsorship

First Horizon Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (36)

2024 (31)

2023 (15)

2022 (17)

2021 (19)

2020 (16)