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Wealth Management Client Analyst
First Horizon National Corporation
Memphis, TN, United States
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Description
The Wealth Management Analyst – Annuity Services will be responsible for processing activities related to annuity business for FTB Advisors, Inc. to include: establishing new contracts, maintenance on existing contracts, and processing distributions / contributions. The Analyst will embrace technology and work closely with other team members and strategic partners to provide exceptional customer service. The Analyst will be involved in the processing and quality control efforts related to cashiering operations within FTB Advisors.
Job description:
• Under general supervision, helps financial advisors and their staff become more effective and efficient by using the available wealth management tools and processes, delivers training initiatives by learning new systems and processes, and researches and resolves simple and complex issues that a client and/or financial advisor may have
• Helps advisors establish best practice processes using available tools to enhance the client experience
• Handles incoming calls from advisors and client specialists for help with our systems and processes
• Completes trade corrections
• Processes necessary client account paperwork
• Assists facilitating, coordinating, and executing training activities including training new employees and increasing knowledge of current employees
• Assists in implementing training strategies developed by Training Manager, senior management, advisors, and third party vendors
• Ensures adherence to operating policies and procedures
• Supports a positive, inclusive atmosphere that encourages teamwork and collaboration and consistency of process, is viewed as approachable by team members, and is willing to share knowledge with others
• Maintains a focus on delivering an outstanding client experience while exercising confidentially at all times
Requirements
Job requirements:
• Bachelor’s Degree preferred
• Basic understanding of economic and accounting principles and practices, financial industry and markets, banking, and financial planning
• Proficient in Microsoft Office applications
• Currently holds FINRA licenses Series 99 or 7 and 63 or 66 (or successful completion of all licenses within 6 months of employment)
• 1-2 years of sales and/or broker/dealer or practice management experience
• Excellent oral and written communication skills
• Self-starter, proactive, flexible, and accommodating
• Team player with good interpersonal skills who is able to work collaboratively across departments
• Ability to coordinate with others, set and achieve goals, and resolve problems while maintaining a strong sense of teamwork
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