Senior Private Client Specialist

First-Horizon-Bank; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

First Horizon Bank is seeking a detail‑oriented professional to provide comprehensive support to Private Client Relationship Managers. You will manage account openings, maintenance, and file completeness while coordinating with back office to ensure timely processing and client satisfaction.

You’ll handle inquiries, assist with loan and wire requests, and participate in loan documentation and closings. Ideal candidates will have strong MS Office skills and substantial related experience.

Qualifications

• High school diploma or GED plus 5–7 years of experience or equivalent combination
• Working knowledge of MS Office Suite (Word, Excel, Outlook)

Responsibilities

• Assist Private Client Relationship Managers and staff with account opening/maintenance and file upkeep
• Coordinate with back office to ensure processing is complete and timely
• Handle inquiries from clients via calls and emails, maintain confidentiality and privacy
• Process withdrawals, wire requests, and loan-related tasks for private wealth clients
• Assist with closings and documentation in collaboration with bankers, underwriters, and legal teams
• Support relationship managers in managing client portfolios and resolving service-related issues

Skills

MS Office Suite

Client support

Education

High school diploma or GED

Tools

LaserPro

Job description

Summary

Under limited supervision, provide overall support to Private Client Relationship Managers and other support staff including, account opening/maintenance, 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.

Essential Duties and Responsibilities

• Involved in all activities that align with prospective and existing clients.
• Provide assistance to the Bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services.
• Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures.
• Performs account maintenance including money transfer requests, address changes, account representative changes, and various project support.
• Serves as liaison and between relationship team, compliance, and other business lines throughout the Bank.
• Fulfill relationship managers request and resolve service-related issues and inquiries.
• Assist with maintaining Relationship Managers portfolios - clearing loan, collateral, deposit, and credit exceptions; assist with collection of past due payments.
• Authorize payment and fees of private wealth client overdrafts.
• Process private wealth clients' withdrawals on lines of credit.
• Process wire requests for clients.
• Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC.
• Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision.
• Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents.
• 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.
• 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.
• Performs all other duties as assigned.

Requirements

• High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience
• Working knowledge of MS Office Suite

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.

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-Benefits

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