Wealth Management Client Relations & Sales Specialist

First Horizon Bank; Maryville (TN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision

HSA with company match

401(k) with match

Tuition reimbursement

Mentor program

Job summary

First Horizon Bank is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform, driving revenue through client contact, relationship building and timely service. You will manage account openings, maintenance and data integrity, coordinate with sales, compliance and back office, and participate in client meetings and events as needed.

The role requires strict adherence to privacy and regulatory procedures, with a proactive approach to continuous

Qualifications

• 0–2 years experience required; 2–4 years preferred.
• High School diploma required; Bachelor’s preferred.
• MS Office proficiency required; DocuSign preferred.
• Strong typing, spelling, grammar; good written and oral communication.
• FINRA Series 7 and 66/63 licenses preferred.
• State Life & Health licenses preferred.

Responsibilities

• Support management, advisors and back office; manage files and emails.
• Extensive client contact and involvement in activities with prospective and existing clients.
• Perform account maintenance including money transfer requests and address changes.
• Serve as liaison between sales, compliance and other business lines.
• Manage account openings with regulatory compliance.
• Review client activity for accuracy, settlement and reconciliation.
• Attend client meetings, prospect meetings, and events as needed.
• Organize and track multiple tasks with changing priorities in a fast-paced environment.
• Coordinate account paperwork and project support.
• Fulfill advisor requests and resolve service issues promptly.
• Ensure compliance with policies and client confidentiality.
• Provide feedback on system improvements and maximize technology use.

Skills

Typing & communication

Microsoft Office

Customer service

Data integrity

FINRA licenses

Life & health licenses

Education

High School diploma

Bachelor’s degree preferred

Tools

DocuSign

Excel

Word

Outlook

PowerPoint

Job description

First Horizon Bank is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform, driving revenue through client contact, relationship building and timely service. You will manage account openings, maintenance and data integrity, coordinate with sales, compliance and back office, and participate in client meetings and events as needed.

The role requires strict adherence to privacy and regulatory procedures, with a proactive approach to continuous