Wealth Management Client Relations Specialist

First Horizon Corp.; Monroe (LA); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical with wellness incentives

Dental and vision

HSA with company match

401(k) with 6% match

Maternity and parental leave

Job summary

First Horizon Corporation is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform. The role emphasizes active client contact, relationship management, and data integrity across source systems.

The position requires organization, accuracy, and strong communication to assist in meeting sales revenue goals while maintaining compliance and service quality.

Qualifications

• High School diploma required; Bachelor's degree preferred.
• Proficient typing and clear written/oral communication skills.
• 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 staff, including maintaining files and processing support activities.
• Extensive client contact and involvement with prospective and existing clients.
• Perform account maintenance including money transfers and address changes.
• Serve as liaison between sales team, compliance, and other business lines.
• Manage account opening process and ensure regulatory procedures are followed.
• Review client account activity daily, weekly, and monthly for accuracy and reconciliation.
• Attend client meetings, prospect meetings, and marketing events when needed.
• Coordinate and execute tasks with changing priorities in a fast-paced environment.

Skills

Customer service

Communication skills

Attention to detail

Education

High School diploma

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

DocuSign

Job description

First Horizon Corporation is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform. The role emphasizes active client contact, relationship management, and data integrity across source systems.

The position requires organization, accuracy, and strong communication to assist in meeting sales revenue goals while maintaining compliance and service quality.