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First Horizon Bank · 21 hours ago

Wealth Management Client Sales Specialist

Johnson City, 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 potential. The Wealth Management Client Sales Specialist will support advisors through a full-service platform, focusing on customer contact, relationship building, and ensuring adherence to operating procedures.

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

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 LicensesMicrosoft WordMicrosoft OutlookMicrosoft PowerPointDocuSignGeneral banking experienceLife & Health Insurance licensesWritten communicationOral communicationOrganizational skills