3 days ago

Wealth Management Client Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Support wealth management advisors through a full-service platform by building strong client relationships, managing referral sources, and driving sales revenue through customer contact. Handle account maintenance and account opening processes in line with regulatory procedures, review activity for accurate settlement and reconciliation, and resolve service issues. Serve as a liaison between sales, compliance, and other business lines, while maintaining data integrity and confidentiality.

Location: Memphis

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Provide overall support to management, advisors, and support staff by operating business process management systems and maintaining files.
•Maintain extensive client contact and support prospective and existing clients through customer contact and relationship building.
•Perform account maintenance (e.g., money transfer requests, address changes) and manage the account opening process with required documentation.
•Review client account activity daily/weekly/monthly to ensure accuracy, proper settlement, and reconciliation.
•Serve as liaison between sales, compliance, and other business lines; fulfill advisor requests and resolve service-related issues while following compliance and privacy procedures.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsa401kPaid Leave

Key Requirements

•0-2 years of experience required (2-4 years preferred).
•High school diploma required (bachelor’s preferred).
•Proficient with Microsoft Excel, Word, Outlook and PowerPoint (DocuSign experience preferred).
•Strong typing, spelling, grammar, written and oral communication; good organization and customer service skills; general banking/operations experience helpful.
•FINRA licenses Series 7 and 66/63 preferred; state life and health insurance licenses preferred.

Experience:0BankingWealth management

Education:High School

Skills:CommunicationOrganizationCustomer serviceData integrityAttention to detail

Licenses:State Life & Health Insurance

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63

Tech Stack:Microsoft ExcelMicrosoft WordOutlookPowerPointDocuSign

Company Brief

First Horizon

Provides commercial and consumer banking services, wealth management, and treasury solutions through First Horizon Bank. Serves individuals, businesses, and institutions across the southeastern United States with lending, deposits, and financial advisory products.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn

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First Horizon

3 days ago

Wealth Management Client Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: Memphis

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Provide overall support to management, advisors, and support staff by operating business process management systems and maintaining files.
•Maintain extensive client contact and support prospective and existing clients through customer contact and relationship building.
•Perform account maintenance (e.g., money transfer requests, address changes) and manage the account opening process with required documentation.
•Review client account activity daily/weekly/monthly to ensure accuracy, proper settlement, and reconciliation.
•Serve as liaison between sales, compliance, and other business lines; fulfill advisor requests and resolve service-related issues while following compliance and privacy procedures.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsa401kPaid Leave

Key Requirements

•0-2 years of experience required (2-4 years preferred).
•High school diploma required (bachelor’s preferred).
•Proficient with Microsoft Excel, Word, Outlook and PowerPoint (DocuSign experience preferred).
•Strong typing, spelling, grammar, written and oral communication; good organization and customer service skills; general banking/operations experience helpful.
•FINRA licenses Series 7 and 66/63 preferred; state life and health insurance licenses preferred.

Experience:0BankingWealth management

Education:High School

Skills:CommunicationOrganizationCustomer serviceData integrityAttention to detail

Licenses:State Life & Health Insurance

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63

Tech Stack:Microsoft ExcelMicrosoft WordOutlookPowerPointDocuSign

Company Brief

First Horizon

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn