Wealth Management Client Sales & Service Specialist

First Horizon Bank; Franklin (TN); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

HSA with company match

Tuition reimbursement

401(k) with match

Job summary

First Horizon Bank is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform, handling client data, referrals, and relationship-building. You will help ensure data integrity within source systems and support revenue goals through strong customer service.

The role emphasizes adherence to procedures, collaboration with back-office teams, and active involvement in client-related activities, with on-site work in Franklin, TN.

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

• Provide overall support to management, advisors and staff including operating the firm’s business process management system, maintaining files, monitoring multiple email inboxes, working with back office to ensure processing is completed
• Extensive client contact and involvement in activities with prospective and existing clients
• Performs account maintenance including money transfer requests, address changes, etc.
• Serves as liaison between sales team, compliance, and other business lines throughout the firm
• Manages account opening process, including retrieval of executed documentation and regulatory compliance
• Reviews client account activity daily, weekly, and monthly for accuracy, settlement, and reconciliation
• May attend client meetings, prospect meetings, and client/marketing events
• Organize, manage, and track multiple tasks with changing priorities in a fast-paced environment
• Coordinate and execute activities such as account paperwork fulfillment and representative changes
• Fulfill financial advisor requests and resolve service-related issues promptly
• Ensure adherence to compliance operating policies and client privacy at all times
• Maintain focus on continuous improvement and provide feedback on system enhancements
• Master technology to ensure it is being used to its full benefit

Skills

customer service

communication

relationship building

Education

High School diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

DocuSign

Job description

First Horizon Bank is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform, handling client data, referrals, and relationship-building. You will help ensure data integrity within source systems and support revenue goals through strong customer service.

The role emphasizes adherence to procedures, collaboration with back-office teams, and active involvement in client-related activities, with on-site work in Franklin, TN.