Wealth Management Client Sales Specialist

We need to output only HTML fragment, no html/body tags, no markdown fences. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse job description. Content: - Location: On site listed in the job posting. Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM - Summary paragraph: "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: a long list of bullet-like sentences. - Qualifications: list of qualifications. - About Us: description of company. - Benefit Highlights: list of benefits. - Follow Us: social media (should be removed as boilerplate? It's not EEO but maybe considered navigation? It's likely considered boilerplate; we should remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Follow Us maybe considered navigation; we should remove. - Equal Opportunity Employer... etc: remove. Thus sections we can include: - About the role: maybe the Summary? Could be "About the role". Use

About the role

then

with summary. - Responsibilities: Essential Duties And Responsibilities. - Qualifications: Qualifications section. - Skills: maybe we can extract skills from qualifications: Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred; Accurate typing, spelling & grammar skills; Good written and oral communication skills; Good organizational and customer service skills; General banking and operations experience is helpful; FINRA Licenses: Series 7, 66/63 preferred; Appropriate State Life & Health Insurance licenses preferred. Could be placed under Skills. - Benefits: Benefit Highlights list. - Pay: Not mentioned; do not include. - Schedule: Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM. That's schedule info. So we can include Schedule section. - Location: maybe not a heading; could be included in a short paragraph under About the role or separate? The instruction: do not put Job ID/requisition numbers as headings — fold minor metadata into a short

or drop it. Location and weekly scheduled hours could be minor metadata; we could include them in a short

under About the role or separate. But we have Schedule section for hours; location maybe just a short p. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include location and schedule details. We have schedule: Monday- Friday 8:30 AM–5 PM. That's specific. We need to output HTML fragment only. Structure:

About the role

Location: On site. 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.

But we might separate location: maybe a short p:

Location: On site.

Then schedule in its own section. Better: Use

Schedule

Monday‑Friday, 8:30 AM–5:00 PM.

Location maybe as a short p under About the role or separate

Location: On site.

We need to avoid duplication. Responsibilities: list each duty as

under

. Need to capture all duties from the Essential Duties And Responsibilities paragraph. Let's extract duties: - 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 ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. - Extensive client contact, involved in all activities that align with prospective and existing clients - Performs account maintenance including money transfer requests, address changes, etc. - Serves as liaison and between sales team, compliance, and other business lines throughout the firm - Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures - Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation - May attend client meetings, prospect meeting, and client/marketing events - Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. - Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support - Fulfill financial advisor requests and resolve service-related issues and inquiries - Process tasks and resolve issues in a timely and accurate manner - Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times - Maintain a focus on continuous improvement and provides feedback on system enhancements - Master technology to ensure it is being used to its full benefit. We need to keep each as separate list items. Qualifications: list: - 0-2 years’ experience required; 2-4 years’ experience preferred - High School diploma required for consideration (or equivalent); Bachelors preferred - Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred - Accurate typing, spelling & grammar skills. - Good written and oral communication skills. - Good organizational and customer service skills. - General banking and operations experience is helpful - FINRA Licenses : Series 7, 66/63 preferred - Appropriate State Life & Health Insurance licenses preferred We could group some as list items. Skills: maybe we can extract skills from qualifications: Proficient use of Microsoft Excel, Word, Outlook & PowerPoint; experience with DocuSign; Accurate typing, spelling & grammar; Good written and oral communication; Good organizational and customer service; General banking and operations experience; FINRA Licenses Series 7, 66/63; State Life & Health Insurance licenses. But we already have qualifications; maybe we can combine qualifications and skills? The instruction: Use headings for sections like Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what to put where. Qualifications likely includes education, experience, licenses. Skills could be technical and soft skills. Thus: Qualifications: education, experience, licenses. Skills: technical skills (MS Office, DocuSign), typing, communication, organizational, customer service, banking/operations experience. Benefits: list from Benefit Highlights: - Medical with wellness incentives - Dental - Vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match Also maybe "More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits" is a link; we can ignore as boilerplate? It's part of benefits but it's a link; we could include as a link? Probably we should keep the benefit list; the link is extra but could be considered navigation; maybe drop. Schedule: Monday‑Friday 8:30 AM–5:00 PM. Location: On site. Now produce HTML. We need to ensure no extra whitespace? It's fine. Let's craft:

About the role

Location: On site.

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.

Responsibilities

• Under general supervision, provide overall support to management, advisors and other support staff including operating the firm's business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
• Extensive client contact, involved in all activities that align with prospective and existing clients.
• Performs account maintenance including money transfer requests, address changes, etc.
• Serves as liaison between sales team, compliance, and other business lines throughout the firm.
• Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures.
• Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation.
• May attend client meetings, prospect meetings, and client/marketing events.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support.
• Fulfill financial advisor requests and resolve service-related issues and inquiries.
• Process tasks and resolve issues in a timely and accurate manner.
• Ensure adherence to compliance operating policies and procedures, maintaining confidentiality and client privacy at all times.
• Maintain a focus on continuous improvement and provide feedback on system enhancements.
• Master technology to ensure it is being used to its full benefit.

Qualifications

• 0‑2 years’ experience required; 2‑4 years’ experience preferred.
• High School diploma required for consideration (or equivalent); Bachelor’s degree preferred.
• FINRA Licenses: Series 7, 66/63 preferred.
• Appropriate State Life & Health Insurance licenses preferred.

Skills

• Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required; experience with DocuSign preferred.
• Accurate typing, spelling & grammar skills.
• Good written and oral communication skills.
• Good organizational and customer service skills.
• General banking and operations experience helpful.

Benefits

• Medical with wellness incentives
• Dental
• Vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match

Schedule

Monday‑Friday, 8:30 AM–5:00 PM.

We need to ensure we didn't include any boilerplate like "Follow Us", "Equal Opportunity Employer". Good. Check that we preserved all substantive info: location, summary, responsibilities, qualifications, skills, benefits, schedule. Yes. We omitted "About Us" company description; is that substantive? It's about the company; could be considered substantive but not required headings. The instruction: Prefer a few substantive sections over many thin ones. Could include About Us as a section but we don't have a heading for it; we could incorporate into About the role? But About Us is separate.