2024-04-25
AppCast (https://www.appcast.io)
Other
/yr
full-time
employee
Jackson
Tennessee
38303
United States
Location: On site at location listed in job posting.
Summary
The Wealth Management Client Coordinator 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 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. (Part-time opening)
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 but not limited to 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
• Review 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 qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. High school diploma or equivalent- Bachelors degree preferred
2. 0-2 years of experience, 2-4 years of experience preferred
3. Proven ability to work independently, understand prioritization, effectively handle multiple responsibilities with a high degree of accuracy in a high pressure environment
4. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
5. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
6. FINRA Licenses 7 & 66 preferred
7. Appropriate State Life & 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 $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
