Wealth Management Client Sales Specialist
Company: First Horizon Advisors, Inc.
Location: Johnson City
Posted on: September 24, 2024
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Job Description:
Job DescriptionLocation: On site at location listed in the job
posting.
SummaryThe 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.
QualificationsTo 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
preferred2. High School diploma required for consideration (or
equivalent); Bachelors preferred 3. Proficient use of Microsoft
Excel, Word, Outlook & PowerPoint required, experience with
DocuSign preferred4. Accurate typing, spelling & grammar skills.
Good written and oral communication skills. Good organizational and
customer service skills. General banking and operations experience
is helpful5. FINRA Licenses : Series 7, 66/63 preferred6.
Appropriate State Life & Health Insurance licenses preferred
About UsFirst Horizon is a leading regional financial services
company, dedicated to helping our clients, communities and
associates unlock their full potential with capital and counsel.
With $81.7 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.S. 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.
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
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FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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. We do this by elevating
equity, providing capital and counsel, and committing to excellence
in everything we do.
Follow UsFacebookX formerly TwitterLinkedIn Instagram YouTubeEqual
Opportunity Employer/Protected Veterans/Individuals with
DisabilitiesThe 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. 41 CFR 60-1.35(c)
Keywords: First Horizon Advisors, Inc., Johnson City , Wealth Management Client Sales Specialist, Executive , Johnson City, Tennessee
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