Wealth Management Client Support Specialist

1 week ago

Jackson, Mississippi, United States First Horizon Bank Full time

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

  • Senior Financial Advisor

    2 weeks ago

    Jackson, Mississippi, United States Fiorito Wealth Management Full time

    About the RoleAs a Financial Advisor at Fiorito Wealth Management, you will play a key role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your responsibilities will include building long-term relationships with clients, understanding their unique needs, and providing...

  • Financial Representative with Northwestern Mutual

    1 month ago

    Jackson, Mississippi, United States Fiorito Wealth Management Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our team at Northwestern Mutual. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.Key ResponsibilitiesClient...

  • Trust Officer

    1 week ago

    Jackson, Mississippi, United States First Western Full time

    h3Job Overview/h3pWe are seeking a highly skilled Trust Officer to join our team at First Western. As a key member of our trust administration team, you will play a vital role in helping high-net-worth clients achieve their financial goals./ppAs a Trust Officer, you will be responsible for maintaining relationships with trust accounts, developing and...

  • Client Development Specialist

    4 weeks ago

    Jackson, Mississippi, United States Diedre Moire Full time

    Job Title: Client Development SpecialistWe are seeking a highly motivated and organized Client Development Specialist to join our team. As a Client Development Specialist, you will be responsible for managing the recruitment cycle, sourcing candidates, and developing hiring strategies.Key Responsibilities:Manage the start-to-finish recruitment cycle with all...

  • Land Sales Specialist

    1 week ago

    Jackson, Mississippi, United States American Forest Management Full time

    Job Title: Land Sales SpecialistWe are seeking a highly motivated and experienced Land Sales Specialist to join our team at American Forest Management. As a Land Sales Specialist, you will be responsible for marketing and selling timberland, agricultural, and recreational properties to clients across the United States.Key Responsibilities:Market and sell...

  • Technical Support Specialist

    1 week ago

    Jackson, Mississippi, United States Zolon Tech Solutions, Inc. Full time

    Job Title : Technical Support SpecialistJob Description:As a Technical Support Specialist, you will provide technical assistance to end-users, ensuring the smooth operation of systems, software, and hardware.You will troubleshoot and resolve technical issues, providing timely and effective support to meet the needs of our clients.Your primary goal will be to...

  • Help Desk Support Specialist

    1 month ago

    Jackson, Mississippi, United States RICEFW Technologies Inc Full time

    Job Title: Help Desk Support SpecialistJob Summary: We are seeking a highly skilled Help Desk Support Specialist to join our team at RICEFW Technologies Inc. As a Help Desk Support Specialist, you will be responsible for providing technical support and assistance to end-users, ensuring the smooth operation of systems, software, and hardware.Key...

  • Desktop Support Specialist

    3 weeks ago

    Jackson, Mississippi, United States CAI Full time

    Job Title: Desktop Support SpecialistWe are seeking a skilled Desktop Support Specialist to join our team at CAI. As a key member of our IT department, you will be responsible for providing remote hardware and software support to our clients.Key Responsibilities:Provide level 2 technical support to over 110 veterinarian clinics and hospitalsRespond...

  • Support Specialist

    2 weeks ago

    Jackson, Mississippi, United States Capitol City Residential Health Care Full time

    Job Title: Support SpecialistAt Capitol City Residential Healthcare, we are seeking a Support Specialist to join our team. As a Support Specialist, you will play a vital role in supporting individuals with intellectual and developmental disabilities to lead safe, self-directed lives and participate fully in their communities.Key Responsibilities:Provide...

  • IT Support Specialist

    4 weeks ago

    Jackson, Mississippi, United States Insight Global Full time

    Key Responsibilities:As a Service Desk Specialist with Insight Global, you will be responsible for providing technical support to employees at a large manufacturing client in the Lexington/Jackson TN area. Your primary duties will include installing, diagnosing, repairing, maintaining, and upgrading all hardware, related equipment, and software to ensure...

  • Technical Support Specialist

    3 weeks ago

    Jackson, Mississippi, United States Canopy Full time

    Job Title: Technical Support SpecialistCanopy is seeking a highly skilled Technical Support Specialist to join our team. As a Technical Support Specialist, you will be responsible for providing technical support to staff members, troubleshooting and resolving technical issues, and ensuring the smooth operation of our computer systems.Key...

  • Client Success Specialist

    2 weeks ago

    Jackson, Mississippi, United States Dyal Agency Full time

    Job OpportunityWe are seeking a dedicated and compassionate Client Success Advisor to join our team at The Dyal Agency. As a Client Success Advisor, you will play a vital role in building strong relationships with clients, educating them about life insurance, and providing exceptional customer service.About the Role:As a Client Success Advisor, you will be...

  • Administrative Support Specialist

    2 months ago

    Jackson, Mississippi, United States Business Support Services of Salem Full time

    Job SummaryBusiness Support Services of Salem is seeking a skilled Court Reporter to provide verbatim reporting of Social Security hearings for the Office of Hearings Operations (OHO).Key ResponsibilitiesEquipment Setup: Ensure that testimony given by attendees is properly recorded by setting up the recording equipment.Transcription: Produce a complete,...

  • Help Desk Support Specialist

    2 weeks ago

    Jackson, Mississippi, United States RICEFW Technologies Inc Full time

    Help Desk Support SpecialistRICEFW Technologies Inc is seeking a skilled Help Desk Support Specialist to join our team. As a Help Desk Support Specialist, you will be responsible for providing technical support and assistance to end-users, ensuring the smooth operation of systems, software, and hardware.Key Responsibilities:Respond to user inquiries and...

  • Employee Benefits Client Manager

    4 days ago

    Jackson, Mississippi, United States Ross & Yerger Insurance Inc Full time

    Job OverviewRoss & Yerger Insurance Inc is seeking a highly skilled Employee Benefits Client Manager to join our team. As a key member of our employee benefits team, you will be responsible for managing client relationships, providing expert guidance on benefits management, and ensuring seamless communication with clients, underwriters, and producers.Key...

  • Help Desk Support Specialist

    2 weeks ago

    Jackson, Mississippi, United States RICEFW Technologies Inc Full time

    Help Desk Support SpecialistRICEFW Technologies Inc is seeking a skilled Help Desk Support Specialist to join our team. As a Help Desk Support Specialist, you will be responsible for providing technical support and assistance to end-users, ensuring the smooth operation of systems, software, and hardware.Key Responsibilities:Respond to user inquiries and...

  • Help Desk Support Specialist

    2 weeks ago

    Jackson, Mississippi, United States RICEFW Technologies Inc Full time

    Job Title: Help Desk Support SpecialistAt RICEFW Technologies Inc, we are seeking a highly skilled Help Desk Support Specialist to join our team. This role is responsible for providing technical support and assistance to end-users, ensuring the smooth operation of systems, software, and hardware.Key Responsibilities:Respond to user inquiries and diagnose...

  • IT Support Specialist

    4 weeks ago

    Jackson, Mississippi, United States Hire IT People Inc Full time

    Job SummaryWe are seeking a skilled IT Help Desk Technician to join our team at Hire IT People, Inc. As a Help Desk Technician, you will be responsible for providing technical support to our clients, troubleshooting and resolving hardware and software issues, and ensuring that all user issues are resolved promptly and efficiently.Key Responsibilities:Provide...

  • Technical Support Specialist

    1 month ago

    Jackson, Mississippi, United States Avacend Full time

    Job OverviewAvacend is seeking a highly skilled Technical Support Specialist to join our team. As a Technical Support Specialist, you will provide technical assistance and support to our customers, ensuring that their computer systems and telecommunication equipment are functioning properly.Key ResponsibilitiesProvide technical support and troubleshooting...

  • Clinical Support Specialist

    1 week ago

    Jackson, Mississippi, United States Henry Ford Hospital Full time

    Job Summary:The Clinical Support Specialist is responsible for providing administrative support to the healthcare team. This role involves managing clerical duties, maintaining accurate records, and ensuring seamless communication within the unit.The ideal candidate will possess excellent organizational skills, a strong attention to detail, and the ability...