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Wealth Management Client Sales & Ops Associate

First Horizon Bank
  • US
    Lafayette, Louisiana, United States
  • US
    Lafayette, Louisiana, United States

À propos

First Horizon Bank in Lafayette is looking for a Wealth Management Client Sales Specialist. This role involves providing support to financial advisors, enhancing client satisfaction, and ensuring adherence to operational procedures. You will handle account management, maintain client contacts, and assist in compliance with regulatory requirements. A background in customer service and proficiency in Microsoft tools are essential for this full-time, on-site position.
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  • Lafayette, Louisiana, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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