Wealth Management Client Sales Specialist

LiveWell Homecare Agency, LLC; Memphis (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform. The role emphasizes client contact, relationship building, and referral management to drive sales revenue while ensuring satisfaction and data integrity.

Responsibilities include processing requests, coordinating account changes, and assisting in meetings. Strong communication and organizational skills, plus knowledge of banking operations and relevant licenses,

Qualifications

• 0-2 years’ experience, with 2-4 years preferred; high school diploma required, bachelor’s preferred.
• Proficiency in Microsoft Office, experience with DocuSign preferred.
• Strong communication, organizational, and customer service skills.
• Knowledge of banking and operations beneficial.
• FINRA Series 7, 66/63 licenses, and State Life & Health licenses preferred.

Responsibilities

• Provide support to management, advisors, and support staff by managing business processes, files, emails, and client requests.
• Maintain extensive client contact, including account updates, money transfers, and address changes.
• Act as liaison among sales teams, compliance, and other departments.
• Manage account opening processes, review client activity for accuracy, and prepare for meetings and events.
• Coordinate tasks such as paperwork, account changes, and project support while resolving service issues promptly.
• Ensure compliance with policies, protect client confidentiality, and contribute to system improvements.

Skills

Communication

Organizational

Customer service

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Microsoft Office

DocuSign

Job description

Role Summary:

The Wealth Management Client Sales Specialist supports advisors via a full-service platform, focusing on customer contact, relationship building, and referral management to help achieve sales revenue. They ensure client satisfaction, maintain data integrity, and adhere to operational procedures.

Key Responsibilities:

• Provide support to management, advisors, and support staff by managing business processes, files, emails, and client requests.
• Maintain extensive client contact, including account updates, money transfers, and address changes.
• Act as liaison among sales teams, compliance, and other departments.
• Manage account opening processes, review client activity for accuracy, and prepare for meetings and events.
• Coordinate tasks such as paperwork, account changes, and project support while resolving service issues promptly.
• Ensure compliance with policies, protect client confidentiality, and contribute to system improvements.

• Provide support to management, advisors, and support staff by managing business processes, files, emails, and client requests.
• Maintain extensive client contact, including account updates, money transfers, and address changes.
• Act as liaison among sales teams, compliance, and other departments.
• Manage account opening processes, review client activity for accuracy, and prepare for meetings and events.
• Coordinate tasks such as paperwork, account changes, and project support while resolving service issues promptly.
• Ensure compliance with policies, protect client confidentiality, and contribute to system improvements.

Qualifications & Skills:

• 0-2 years’ experience, with 2-4 years preferred; high school diploma required, bachelor’s preferred.
• Proficiency in Microsoft Office, experience with DocuSign preferred.
• Strong communication, organizational, and customer service skills.
• Knowledge of banking and operations beneficial.
• FINRA Series 7, 66/63 licenses, and State Life & Health licenses preferred.