Wealth Management Client Support Specialist

5 days ago

Mooresville, North Carolina, United States First Horizon National Corporation Full time
Job Summary

We are seeking a highly skilled and detail-oriented Wealth Management Client Support Specialist to join our team at First Horizon National Corporation. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients through a full-service platform.

Key Responsibilities
  • Provide exceptional support to management, advisors, and other support staff, including operating business process management systems, maintaining accurate files, and handling inbound requests.
  • Engage in extensive client contact, involved in all activities that align with prospective and existing clients.
  • Perform account maintenance, including money transfer requests, address changes, and other tasks.
  • Serve as a liaison between sales teams, compliance, and other business lines throughout the firm.
  • Manage the account opening process, including retrieving executed documentation from clients and ensuring compliance with regulatory procedures.
  • Review client account activity on a daily, weekly, and monthly basis to ensure accuracy, proper settlement, and reconciliation.
  • May attend client meetings, prospect meetings, and client/marketing events.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines 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 confidentiality and client privacy at all times.
  • Maintain a focus on continuous improvement and provide feedback on system enhancements.
  • Master technology to ensure it is being used to its full benefit.
Requirements
  • 0-2 years' experience required; 2-4 years' experience preferred.
  • High School diploma required for consideration (or equivalent); Bachelor's preferred.
  • Proficient use of Microsoft Excel, Word, Outlook, and PowerPoint required; experience with DocuSign preferred.
  • Accurate typing, spelling, and grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful.
  • FINRA Licenses: Series 7, 66/63 preferred.
  • Appropriate State Life and Health Insurance licenses preferred.

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