Wealth Management Client Coordinator

3 weeks ago


Jackson, Mississippi, United States First Horizon Bank Full time

Job Summary

The Wealth Management Client Coordinator will play a key role in supporting our advisors through a comprehensive service platform. This position involves assisting in achieving sales revenue by building relationships with clients, managing referral sources, and utilizing technical and interpersonal skills. The Client Coordinator will also be responsible for ensuring client satisfaction and adherence to operating procedures.

Essential Duties and 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 ensuring 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
  • 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 following qualifications are representative of the knowledge, skills, and/or abilities required in this position:

  • 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 State Life & Health Insurance licenses preferred

About Us

First Horizon Bank 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.

Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • (k) with % match


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