Wealth Management Client Support Specialist
1 week ago
Job Summary
The Wealth Management Client Coordinator will be actively involved in supporting advisors through a full-service platform. This role assists in achieving sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator 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.
Key Responsibilities
- Extensive client contact involved in all activities that align with prospective and existing clients
- Performs account maintenance, including money transfer requests, contact information changes, etc.
- Manages account opening process, including retrieving relevant executed documentation from clients and in compliance with regulatory procedures
- Serves as a liaison between the sales team, compliance, and other business partners throughout the firm
- Reviews client activity to ensure overall accuracy, proper settlement, and reconciliation
- May attend client meetings, prospect meetings, and client/marketing events
Requirements
- High school diploma or equivalent; Bachelor's degree preferred
- Years of experience; years of experience preferred
- Proven ability to work independently, understand prioritization, effectively handle multiple responsibilities with a high degree of accuracy in a high-pressure environment
- 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 and preferred; appropriate State Life and Health Insurance licenses preferred
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 $ billion in assets as of December,, we serve clients through a team of approximately ~, associates and ~ banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in states across the southern First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top Most Reputable Bank.
Benefits
- Medical with wellness incentives, dental, and vision
- (k) with % match
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