Wealth Management Client Sales Specialist

First-Horizon-Bank; Franklin (TN); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Medical with wellness incentives

HSA with company match

Maternity and parental leave

401(k) with 6% match

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client service

Communication

Organizational skills

Team collaboration

Time management

Ausbildung

High School diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

PowerPoint

DocuSign

Jobbeschreibung

Franklin, TN, United States

Job Description

Location: On site listed in the job posting.

Weekly Scheduled Hours: Monday- Friday 8:30AM-5PM

Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.

Essential Duties And Responsibilities

• Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
• Extensive client contact , involved in all activities that align with prospective and existing clients
• Performs account maintenance including money transfer requests, address changes, etc.
• Serves as liaison and between sales team, compliance, and other business lines throughout the firm
• Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures
• Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation
• May attend client meetings, prospect meeting, and client/marketing events
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
• Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support
• Fulfill financial advisor requests and resolve service-related issues and inquiries
• Process tasks and resolve issues in a timely and accurate manner
• Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times
• Maintain a focus on continuous improvement and provides feedback on system enhancements
• Master technology to ensure it is being used to its full benefit.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

1. 0-2 years' experience required; 2-4 years' experience preferred
2. High School diploma required for consideration (or equivalent); Bachelors preferred
3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
5. FINRA Licenses : Series 7, 66/63 preferred
6. Appropriate State Life & Health Insurance licenses preferred

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Info

• Job Identification 1387
• Job Category Banking
• Posting Date 09/16/2026, 10:08 PM
• Degree Level High School Equivalent
• Job Schedule Full time
• Locations 320 LIBERTY PIKE STE 120, FRANKLIN, TN, 37067, US