Specialist - Sales Associate - Metairie, LA, United States - First Horizon Advisors, Inc.

First Horizon Advisors, Inc. Metairie, LA, United States

3 weeks ago

Full time

Description

The Wealth Management Client 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 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.

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.

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
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
Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times
Bachelors preferred

Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
Accurate typing, spelling & grammar skills. General banking and operations experience is helpful

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States.

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.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.
Medical with wellness incentives, dental, and vision

Tuition reimbursement

Corporate Diversity Commitment:

We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

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