Wealth Management Client Relations & Sales

First Horizon Bank; Franklin (TN); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

401(k) with 6% match

Job summary

First Horizon Bank is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform and help achieve sales revenue through client contact, relationship building, and accurate data handling. You will ensure client data integrity across source systems and assist in driving satisfaction and referral opportunities.

The role emphasizes ownership, accountability, and the ability to manage multiple tasks in a fast-paced environment, with on-site duties in Franklin,

Qualifications

• 0-2 years’ experience required; 2-4 years’ experience preferred
• High School diploma required for consideration (or equivalent); Bachelors preferred
• Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
• Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
• FINRA Licenses : Series 7, 66/63 preferred
• Appropriate State Life & Health Insurance licenses preferred

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.

Skills

Customer service

Written communication

Organizational skills

Attention to detail

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

Excel

Word

Outlook

PowerPoint

DocuSign

FINRA licenses

Job description

First Horizon Bank is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform and help achieve sales revenue through client contact, relationship building, and accurate data handling. You will ensure client data integrity across source systems and assist in driving satisfaction and referral opportunities.

The role emphasizes ownership, accountability, and the ability to manage multiple tasks in a fast-paced environment, with on-site duties in Franklin,