What are the responsibilities and job description for the Wealth Management Client Coordinator position at First Horizon?
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.
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 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
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
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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