Wealth Management Client Coordinator in Winston-Salem, NC at First Horizon National Corporation

Date Posted: 6/23/2020

Job Snapshot

Job Description

This opportunity is within our Wealth Management group located in Winston Salem, NC. 

The Wealth Management Client Coordinator will actively involved in supporting advisor(s) through a full service platform. Assist 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 through pulse calls and ensures adherence to operating procedures. Demonstrate 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, address changes, etc
  • Serves as liaison and between sales team, compliance, and other business lines throughout the firm
  • Manage account opening process, including but not limited to retrieving relevant executed documentation from clients and compliance with regulatory procedures
  • Review 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

Education and/or Work Experience Requirements:

  • 0-2 years experience required; 2-4 years experience preferred
  • High School diploma required for consideration (or equivalent); Bachelors preferred.
  • Proven ability to work independently, understand prioritization, effectively handle multiple responsibilities with high degree of accuracy in a high pressured environment
  • Proficient use of Excel, Word, PowerPoint, and utilization of mail merge functionality
  • Licenses FINRA Series 7, 63/66 strongly preferred
  • Appropriate State(s) Life & Health Insurance Licenses preferred
  • Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. General banking/operations helpful. Excellent consultative sales and cross-selling skills.
  • Monday - Friday


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)