Wealth Management Client Success & Sales Specialist in Forres

Wealth Management Client Success & Sales Specialist in Forres

Forres Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support advisors and enhance client satisfaction through various tasks.
  • Company: First Horizon, a leading wealth management firm in Forres, Scotland.
  • Benefits: Comprehensive medical, dental, vision benefits, plus a 401(k) with company match.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Join a team focused on continuous improvement and client success.
  • Qualifications: Strong organisational skills and a passion for client service.

The predicted salary is between 30000 - 40000 Β£ per year.

First Horizon is seeking a Wealth Management Client Sales Specialist in Forres, Scotland. This role is crucial in supporting advisors and enhancing client satisfaction through various tasks.

The ideal candidate will have a focus on continuous improvement and excellent organizational skills.

The position offers comprehensive benefits including medical, dental, vision, and a 401(k) plan with a company match.

Wealth Management Client Success & Sales Specialist in Forres employer: First Horizon

First Horizon Advisors is an exceptional employer that prioritises client relationships and employee growth, making it a perfect fit for those looking to advance their careers in the financial services industry. With a supportive work culture, comprehensive onboarding, and a commitment to professional development, employees can thrive while positively impacting clients' lives. Located in Monroe, LA, the firm offers competitive benefits, including tuition reimbursement and a robust 401(k) match, ensuring a rewarding and fulfilling work experience.

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Contact Details:

First Horizon Recruitment Team

We think you need these skills to ace Wealth Management Client Success & Sales Specialist in Forres

Client Relationship Management
Sales Skills
Organisational Skills
Continuous Improvement
Client Satisfaction Enhancement
Communication Skills
Problem-Solving Skills