Location: On site at location listed in job posting.
Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify and implement advisory solutions. Job Description : -Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals. Exhibits thorough knowledge of governing documents and account agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills through training and experience. -Primarily responsible for leading client conversations for life driven wealth management. Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients. Maintains a working knowledge of various FH resources and utilizes fiduciary knowledge, experience, and FH resources to identify opportunities for relationship enhancement. -Focused client services with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication. Exhibits excellent time management skills. -Builds and maintains knowledge of FH fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution. -Cultivates relationships with referral sources and external professional advisors; identifies and develops new business opportunities. Participates in community and professional organizations representing FH. Identifies opportunities to showcase FH expertise and thought leadership. -Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements. Job Requirements : -Knowledge of trust principles, regulatory and tax matters relating to the administration of trust accounts -Strong presentation and sales skills. -Excellent oral, written and organization skills -Good analytical and problem-solving skills, including attention to detail -Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education and experience. About Us...Description Care Manager RN, Providence St. Lukes Rehabilitation Inst, Spokane WA The External Case Manager performs activities and duties related to preadmission evaluation and admission of patients to services along the rehabilitation continuum of care. Also...
...Licensed Professional Counselor LPC Our client is a growing healthcare organization based in the Del Rio, TX area that offers its employees the support and understanding you would expect from top-rated management. The Company: Our client is a large private practice...
...Job Description Job Description Dispatcher- Remote Capability A&L Plumbing, Heating, and Cooling Inc . means choosing a company that upholds honesty, professionalism, and a deep-rooted family ethos. With a trusted presence in the Greater Boston and Metro West...
DescriptionJOB TITLE: Health Communication SpecialistPOSITION NUMBER: 2510-CORVD-COMMPOSITION LOCATION: Atlanta, GA, USAANTICIPATED START DATE: 2 weeks after candidate identificationTRAVEL: As required to fulfill the responsibilities of the positionHRC Inc. seeks...
...promptly.Schedule and enter purchase and sales contracts.Analyze purchase and sales data to identify problems and opportunities.Assist in preparing weekly and monthly reports.Communicate courteously and professionally with coworkers, management, and company...