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Wealth Management Client Sales Specialist
First Horizon Bank
📍
Lake Charles, United States
Location
Lake Charles
Posted
June 20, 2026
Commute
Local Area
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Job Description
**Description**
**Location** : On site listed in the job posting.
**Weekly Scheduled Hours:** Monday- Friday 8:30 AM–5 PM
**Summary**
The Wealth Management Client Sales Specialist 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 Sales Specialist 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**
• Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to en...
**Location** : On site listed in the job posting.
**Weekly Scheduled Hours:** Monday- Friday 8:30 AM–5 PM
**Summary**
The Wealth Management Client Sales Specialist 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 Sales Specialist 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**
• Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to en...