Wealth Management Client Sales Specialist

Location: On site listed in the job posting.

Weekly Scheduled Hours:Monday- Friday 8:30âAM5âPM

Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact relationship building referral source management technical and interpersonal skills. The Client Sales Specialist 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.

Essential Duties And Responsibilities
Under general supervision provide overall support to management advisors and other support staff including operating the firms business process management system maintaining appropriate files monitoring multiple email inboxes working with back office to ensure processing is completed handling of inbound calls/requests when needed and all other facets of support activities assigned.
Extensive client contact involved in all activities that align with prospective and existing clients
Performs account maintenance including money transfer requests address changes etc.
Serves as liaison and between sales team compliance and other business lines throughout the firm
Manages account opening process including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures
Reviews client account activity on a daily weekly and monthly basis to ensure overall accuracy proper settlement and reconciliation
May attend client meetings prospect meeting and client/marketing events
Organize manage and track multiple detailed tasks and assignments with frequently changing priorities and deadline 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 confidentially and client privacy at all times
Maintain a focus on continuous improvement and provides feedback on system enhancements
Master technology to ensure it is being used to its full benefit.

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:
1. 0-2 years experience required; 2-4 years experience preferred
2. High School diploma required for consideration (or equivalent); Bachelors preferred
3. Proficient use of Microsoft Excel Word Outlook & PowerPoint required experience with DocuSign preferred
4. Accurate typing spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
5. FINRA Licenses : Series 7 66/63 preferred
6. Appropriate State Life & Health Insurance licenses preferred

About Us
First Horizon Corporation is a leading regional financial services company dedicated to helping our clients communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis TN the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial private banking consumer small business wealth and trust management retail brokerage capital markets fixed income and mortgage banking services. First Horizon has been recognized as one of the nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at .

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
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Required Experience:

IC