Wealth Management Client Sales Specialist

First Horizon Bank; Monroe (LA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Monroe, LA is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform. You will assist in driving sales revenue through client contact, relationship building, and timely processing of account activities, while ensuring data integrity.

You will manage client accounts, facilitate openings, respond to inquiries, and coordinate with compliance and back-office teams. Strong Microsoft Office skills and FINRA licensing are preferred.

Qualifications

• 0-2 years’ experience; 2-4 years’ experience preferred
• High School diploma or equivalent required; Bachelor’s degree preferred
• Proficient use of Excel, Word, Outlook & PowerPoint; DocuSign preferred
• Accurate typing, spelling and grammar; strong written and oral communication
• FINRA Licenses: Series 7, 66/63 preferred
• State Life & Health Insurance licenses preferred

Responsibilities

• Provide overall support to management, advisors and back office including file management and handling inquiries
• Extensive client contact across prospective and existing clients
• Perform account maintenance including money transfer requests and address changes
• Liaise between sales, compliance and other business lines
• Manage account opening process and regulatory documentation retrieval
• Review client activity for accuracy, settlement and reconciliation
• Attend client meetings, prospect meetings and events
• Organize and track multiple tasks with changing priorities in a fast-paced environment

Skills

Excel

Word

Outlook

PowerPoint

DocuSign

Education

High School Diploma

Bachelor's degree

Tools

Excel

Word

Outlook

PowerPoint

DocuSign

Job description

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

• 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

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 .

Benefit Highlights

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

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuit federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.