Wealth Management Client Sales & Service Specialist

First-Horizon-Bank; Franklin (TN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

401(k) with 6% match

Job summary

First Horizon Bank is seeking a Wealth Management Client Sales Specialist in Franklin, TN. This on-site role supports advisors and maintains client data, processes accounts, and coordinates client communications. The position emphasizes accuracy, compliance, and excellent service.

The role involves heavy client contact, data integrity responsibilities, and collaboration with sales, compliance, and back-office teams to ensure smooth operations.

Qualifications

• High school diploma or equivalent required; bachelor’s preferred.
• 1-4 years experience preferred; strong customer service focus.
• Proficient in MS Office; experience with DocuSign is a plus.
• Accurate typing, spelling and grammar; good written & verbal communication.

Responsibilities

• Support management and advisors; handle files, emails, and back-office tasks.
• Extensive client contact to support prospective and existing clients.
• Process account maintenance requests and updates.
• Coordinate account openings with regulatory procedures and docs.
• Review client activity for accuracy and reconciliation.
• Assist in client meetings and marketing events as needed.
• Ensure compliance with policies and protect client privacy.

Skills

Client service

Communication

Organizational skills

Team collaboration

Time management

Education

High School diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

PowerPoint

DocuSign

Job description

First Horizon Bank is seeking a Wealth Management Client Sales Specialist in Franklin, TN. This on-site role supports advisors and maintains client data, processes accounts, and coordinates client communications. The position emphasizes accuracy, compliance, and excellent service.

The role involves heavy client contact, data integrity responsibilities, and collaboration with sales, compliance, and back-office teams to ensure smooth operations.