Wealth Management Client Sales Pro

First Horizon

Lafayette, LA

JOB DETAILS
SKILLS
Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Data Quality, Financial Services, High School Diploma, Microsoft Office, Organizational Skills, Sales, Wealth Management
LOCATION
Lafayette, LA
POSTED
2 days ago

Firsthorizon in Lafayette, LA seeks a Wealth Management Client Sales Specialist. This role is vital in supporting advisors, enhancing client satisfaction, managing relationships, and ensuring data integrity. Candidates will assist with account maintenance and client interactions, demonstrating strong communication and organizational skills.The position requires a high school diploma and proficiency in Microsoft Office, with a preference for those holding a Bachelor's degree. This full-time role offers competitive benefits and an opportunity to grow within the financial services sector.#J-18808-Ljbffr

About the Company

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First Horizon