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Wealth Management Client Sales Specialist - Brentwood, United States - First Horizon Advisors, Inc.
Description
Location: On site at location listed in the job posting.
Summary
The Wealth Management Client Sales Specialist plays a key role in supporting advisor(s) through a comprehensive service platform. They contribute to sales revenue by engaging with customers, building relationships, managing referral sources, and utilizing technical and interpersonal skills effectively. This role focuses on assessing and improving client satisfaction while ensuring adherence to operational procedures. The Client Sales Specialist takes ownership of data integrity, ensuring the accuracy of client information in source systems.
Essential Duties And Responsibilities
- Provide general support to management, advisors, and support staff, including operating the firm's business process management system, managing files, monitoring email inboxes, liaising with the back office for processing, handling inbound calls/requests, and other assigned support activities.
- Engage extensively with clients, participating in activities related to prospective and existing clients.
- Handle account maintenance tasks such as money transfers and address updates.
- Act as a liaison between the sales team, compliance, and other business areas within the firm.
- Oversee the account opening process, ensuring compliance with regulatory procedures and obtaining necessary documentation from clients.
- Review client account activity regularly to ensure accuracy, proper settlement, and reconciliation.
- Attend client meetings, prospect meetings, and various client/marketing events.
- Organize, manage, and prioritize multiple tasks and assignments in a fast-paced environment.
- Coordinate and execute activities like account paperwork fulfillment, account representative changes, and project support.
- Address financial advisor requests, resolve service-related issues, and manage inquiries promptly and accurately.
- Ensure compliance with operating policies, maintain confidentiality and client privacy.
- Focus on continuous improvement and provide feedback for system enhancements.
- Utilize technology effectively to maximize its benefits.
Qualifications
To succeed in this role, the candidate must be able to perform each essential duty effectively. The qualifications include:
1. 0-2 years' experience required; 2-4 years' experience preferred
2. High School diploma required (or equivalent); Bachelors preferred
3. Proficient in Microsoft Excel, Word, Outlook & PowerPoint, experience with DocuSign is a plus
4. Accurate typing, spelling & grammar skills, strong written and oral communication, organizational and customer service skills. General banking and operations experience is beneficial.
5. FINRA Licenses: Series 7, 66/63 preferred
6. State Life & Health Insurance licenses preferred
About Us
First Horizon is a prominent regional financial services company committed to unlocking the full potential of clients, communities, and associates through capital and advice. With $81.7 billion in assets as of December 31, 2023, we serve clients with a team of approximately 7,300 associates and 418 banking centers across the southeastern United States. Headquartered in Memphis, TN, First Horizon Bank operates in 12 states in the southern U.S. First Horizon has been recognized as a top employer by Fortune and Forbes magazines and listed as one of the Top 10 Most Reputable U.S. Banks.
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
- And more --
Corporate Diversity Commitment:
We are dedicated to fostering a fairer society, starting with our associates, clients, and the communities we serve. This commitment is demonstrated through promoting equity, offering capital and guidance, and striving for excellence in all aspects of our operations.
Follow Us
Facebook, LinkedIn, Instagram, YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discriminate against employees or applicants who discuss or disclose pay information, as mandated by law. Employees with access to such information must handle it responsibly.
