Wealth Management Client Sales & Service Specialist

First-Horizon-Bank; Maryville (TN); On-site; USD 42,000 - 64,000; 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 in Maryville, TN is seeking a Wealth Management Client Sales Specialist to support advisors, build client relationships, and help manage a full-service platform.

You will assist in revenue growth, ensure data integrity in source systems, and coordinate with compliance and back-office teams in a fast-paced environment.

The role emphasizes client service, accuracy, and collaboration within the wealth management group, with opportunities to engage in client meetings and events.

Qualifications

• 0-2 years’ experience required; 2-4 years’ experience preferred
• High School diploma required (or equivalent); Bachelors preferred
• Proficient use of Microsoft Excel, Word, Outlook & PowerPoint; DocuSign experience preferred
• FINRA Licenses : Series 7, 66/63 preferred
• Appropriate State Life & Health Insurance licenses preferred

Responsibilities

• Provide overall support to management, advisors and other staff including operating the firm’s business process management system, maintaining appropriate files and monitoring multiple inboxes.
• Extensive client contact and involvement in activities with prospective and existing clients.
• Performs account maintenance including money transfer requests and address changes.
• Serve as liaison between sales team, compliance, and other business lines.
• Manage account opening process and gather required documentation in compliance with procedures.
• Review client activity to ensure accuracy, settlement and reconciliation.
• Attend client or prospect meetings and events when needed.
• Organize and track tasks with changing priorities in a fast-paced environment.
• Coordinate activities such as account paperwork and representative changes.
• Fulfill advisor requests and resolve service-related issues quickly and accurately.
• Ensure adherence to compliance policies and protect client privacy at all times.
• Master technology to maximize its use and contribute to process improvements.

Skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Relationship building

Education

High School diploma or equivalent

Bachelor's degree preferred

Tools

DocuSign

Job description

First Horizon Bank in Maryville, TN is seeking a Wealth Management Client Sales Specialist to support advisors, build client relationships, and help manage a full-service platform.

You will assist in revenue growth, ensure data integrity in source systems, and coordinate with compliance and back-office teams in a fast-paced environment.

The role emphasizes client service, accuracy, and collaboration within the wealth management group, with opportunities to engage in client meetings and events.