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Investment Services Client Specialists
First Horizon National Corporation
Memphis, TN, United States
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Description
Position Summary:
Under limited supervision, provide support to clients and advisors by handling incoming client calls and requests, trade execution, processing account paperwork in a timely and efficient manner, monitoring multiple email inboxes, working with internal departments to ensure proper execution of documents and handling specific projects as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
• Researches client and security information through the back office system
• Fulfill client requests and resolve service-related issues and inquiries
• Ensure adherence to compliance operating policies and procedures
• Maintain a focus on delivering an outstanding client experience exercising confidentially at all times
• Assist in coordinating the client management process by focusing on servicing that enables acquisition of assets and deepening existing relationships through identification of client needs.
• Supports a positive inclusive atmosphere that encourages teamwork and collaboration and consistency of process. Viewed as approachable by team members and is willing to share knowledge with others.
• Master technology and champion adaption to ensure it is being used to its full benefit.
Duties & Responsibilities:
• Extensive client contact over the phone, involved in all activities that align with prospective and existing clients
• Accepting security transactions from clients over the phone
• Master product specific processes and applications, ensuring accuracy in completion of account information
• Consult with advisors and management regarding event strategy, objectives, and program goals
• Understand and process a broad range of products in support of diverse portfolios and product mixes
• Review client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation
• Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paces work environment with frequent interruptions and changing priorities.
• Supports a positive inclusive atmosphere that encourages teamwork, collaboration and consistency of process.
Requirements
Job requirements
• Bachelor’s Degree preferred
• General knowledge of financial industry
• Proficient in Microsoft Office applications
• Currently holds FINRA Licenses Series 7 and 63 or 66 or successful completion of all licenses within 6 months of employment
• 1-2 years sales and or client service experience
• Excellent oral and written communication skills
• Self-starter, proactive, flexible and accommodating
• Works well in a team environment maintaining a positive attitude
Planning and organization
• Ability to process tasks and resolve issues in a timely and accurate manner while demonstrating accountability in all work responsibilities
• Manage relationships with clients, as well as internal and external resources providers
• Prioritizes time well, adapts to changing priorities and multiple demands
• Engages in problem solving
• Proactively communicates with coworkers
• Ability to focus on detail,
• Exercises sound and ethical judgment at all times
• Effectively handle multiple responsibilities with high degree of accuracy in a high pressured environment
Skills:
• Project management
• Platform and system proficiency
• Pays close attention to detail
• Maintain a professional appearance and manner
• Handle stressful situation and provide a high level of customer service in a calm and professional manner
• Can independently solve issues with little or no direction from others
• Listens and ask questions to ensure understanding
• Helps organize team discussions and can identify next steps and create action plans
• Owns project deliverables across client initiatives
• Positive attitude with proven success helping others execute
• Shows initiative, anticipates needs and takes action
• Reliable and flexible
• Strong work ethic and sense of ownership
• Good attendance record
• Manages and develops strong key client relationships
• Helps capture client needs and design the client solutions
• Reaches out to be helpful in a timely and responsive manner
• Exercises sound and ethical judgment, maintains confidentially
• Requires only minor edits / guidance to produce quality slides/content efficiently
• Speaks and writes concisely and can tell a logical story with limited guidance
• Acts as a positive role model and maintains team spirit even when team is under pressure
• Consistently has a positive attitude
• Keeps the team focused regardless of project challenges
• Values and respects the input of others.
• Seeks input from other Client Specialists and financial advisors to fulfill client requests and resolve service-related issues and inquiries.