First Horizon Bank · 1 month ago
Wealth Management Client Specialist
Morristown, TN, US
Full-time
Onsite
New Grad, Entry LevelFirst Horizon Bank is seeking a Wealth Management Client Specialist who will be actively involved in supporting advisor(s) through a full service platform. The role focuses on assisting in sales revenue achievement, enhancing client satisfaction, and ensuring data integrity within source systems.
BankingFinanceFinancial ServicesRisk Management
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
Qualification
Required
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
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
Under general supervision, provide overall support to management, advisors and other support staff
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
All other facets of support activities assigned
Company
First Horizon Bank
First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.
Founded in 1864
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Hope Dmuchowski
Chief Financial Officer
Ben Hopper
Senior Vice President, Head of Consumer Distribution and ATM Strategy
Recent News
2026-01-17
EIN Presswire
2026-01-16
Company data provided by crunchbase