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Family Office Services Client Specialist
3 months ago
Description
Location : On site at location listed in job posting.
Summary
Provides consulting and strategic services to various banking business lines through development of strategies and programs for enhancement of the Customer Experience, to include but not be limited to support/development of business products, customer database generation and reporting, customer issue resolution, program sales and/or support, private wealth sales and/or support, etc. Works under general supervision with focus on regional programs and general latitude in decision-making responsibility.
Essential and Responsibilities
- Serves as lead consultant with business lines, delivery channel and other business partners in defining customer experience, identifying improvement initiatives, assessing ROI, and building the business through product development and/or support.
- Apply and tailor customer financial and other reporting to align and influence strategic plans and customer growth/retention.
- Assist customers with understanding the products, solve problems and issues.
- Performs all other duties as assigned
Qualifications
To 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:
- Bachelor (4-year college) degree and 2-5 years of experience or equivalent combination of education and experience
About Us
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. 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 --
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.
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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. 41 CFR c)
