Wealth Management Client Sales Specialist Position Available In Washington, Tennessee

Job Description:

Job DescriptionLocation:

On site at location listed in the jobposting. SummaryThe Wealth Management Client Sales Specialist will beactively involved in supporting advisor(s) through a full serviceplatform. Assists in achievement of sales revenue by customercontact, relationship building, referral source management,technical, and interpersonal skills. The Client Sales Specialisthelps gauge and enhance client satisfaction and ensures adherenceto operating procedures. Demonstrates ownership and accountabilityfor data integrity, including accuracy of client data within sourcesystems. Essential Duties And Responsibilities

• Under general supervision,provide overall support to management, advisors and other supportstaff including, operating the firms business process managementsystem, maintaining appropriate files, monitoring multiple emailinboxes, working with back office to ensure processing iscompleted, handling of inbound calls/requests when needed and allother facets of support activities assigned.
• Extensive clientcontact , involved in all activities that align with prospectiveand existing clients
• Performs account maintenance including moneytransfer requests, address changes, etc.
• Serves as liaison andbetween sales team, compliance, and other business lines throughoutthe firm
• Manages account opening process, including but notlimited to retrieving relevant executed documentation from clientsand in compliance with regulatory procedures
• Reviews clientaccount activity on a daily, weekly, and monthly basis to ensureoverall accuracy, proper settlement, and reconciliation
• May attendclient meetings, prospect meeting, and client/marketing events
• Organize, manage, and track multiple detailed tasks and assignmentswith frequently changing priorities and deadline in a fast-pacedwork environment.
• Coordinate and execute activities such asaccount paperwork fulfillment, account representative changes, andvarious project support
• Fulfill financial advisor requests andresolve service-related issues and inquiries
• Process tasks andresolve issues in a timely and accurate manner
• Ensure adherence tocompliance operating policies and procedures including maintainingconfidentially and client privacy at all times
• Maintain a focus oncontinuous improvement and provides feedback on systemenhancements
• Master technology to ensure it is being used to itsfull benefit.

QualificationsTo perform this job successfully, an individual mustbe able to perform each essential duty satisfactorily.

Additionally, the qualifications listed below are representative ofthe knowledge, skills, and/or abilities required in thisposition:1. 0-2 years’ experience required; 2-4 years’ experiencepreferred2. High School diploma required for consideration (orequivalent); Bachelors preferred 3. Proficient use of MicrosoftExcel, Word, Outlook & PowerPoint required, experience withDocuSign preferred4. Accurate typing, spelling & grammar skills.

Good written and oral communication skills. Good organizational andcustomer service skills. General banking and operations experienceis helpful5.

FINRA Licenses :

Series 7, 66/63 preferred6.Appropriate State Life & Health Insurance licenses preferred About UsFirst Horizon is a leading regional financial servicescompany, dedicated to helping our clients, communities andassociates unlock their full potential with capital and counsel.

With $81.7 billion in assets as of December 31, 2023, we serveclients through a team of approximately -7,300 associates and -418banking centers throughout the southeastern United States.

Headquartered in Memphis, TN, the banking subsidiary First HorizonBank operates in 12 states across the southern U.S. First Horizonhas been recognized as one of the nation’s best employers byFortune and Forbes magazines and a Top 10 Most Reputable U.S.Bank. Benefit Highlights

• Medical with wellness incentives, dental, andvision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More–FirstHorizon.

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First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment:

We remain committed to creating amore equitable society, and that starts with our associates, ourclients, and the communities we serve. We do this by elevatingequity, providing capital and counsel, and committing to excellencein everything we do. Follow UsFacebookX formerly TwitterLinkedIn Instagram YouTubeEqualOpportunity Employer/Protected Veterans/Individuals withDisabilitiesThe contractor will not discharge or in any othermanner discriminate against employees or applicants because theyhave inquired about, discussed, or disclosed their own pay or thepay of another employee or applicant. However, employees who haveaccess to the compensation information of other employees orapplicants as a part of their essential job functions cannotdisclose the pay of other employees or applicants to individualswho do not otherwise have access to compensation information,unless the disclosure is (a) in response to a formal complaint orcharge, (b) in furtherance of an investigation, proceeding,hearing, or action, including an investigation conducted by theemployer, or (c) consistent with the contractor’s legal duty tofurnish information. 41 CFR 60-1.35(c)