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wealth management client specialist

374 wealth management client specialist jobs found

Professional Diversity Network
Nov 08, 2025  
Wealth Management Client Sales Specialist
First Horizon National Corporation Location : On site listed in the job posting. 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. Weekly Scheduled Hours: Monday- Friday 8:30AM–5PM 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 ensure processing is...
Professional Diversity Network Knoxville, TN, USA Full-Time
Professional Diversity Network
Nov 05, 2025  
Wealth Management Client Sales Specialist
First Horizon National Corporation Location : On site listed in the job posting. 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. Weekly Scheduled Hours: Monday- Friday 8:30AM–5PM 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 ensure processing is...
Professional Diversity Network Collierville, TN, USA Full-Time
BlackRock
Nov 15, 2025  
Content Marketing, Associate, Global Marketing & Digital Wealth Featured
About this role The Team: The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the firm's most high-impact priorities. We are architects of growth, working across functions and markets to unlock opportunities and accelerate outcomes for the business. In collaboration with both internal and external partners, we design the conditions for success-delivering next-generation campaigns, brand platforms, communications, training, and client experiences. Our work is powered by world-class centers of excellence spanning content strategy, research & analytics, and digital platforms & experiences. The editor & post production specialist will be working on the Global Marketing Content team, part of the Content, Creative and Events team. The Content team produces videos, podcasts, and social media content that articulate BlackRock's narrative, thought leadership, and commercial priorities, while also...
BlackRock New York, NY, USA Full-Time
BlackRock
Nov 11, 2025  
Analyst/Associate - Data Insights and Reporting, Regional Sales Support Team Featured
About this role We are looking for a new team member to join the APAC Regional Sales Support (RSS) Team, based in Taiwan. Established in August 2025, the Regional Sales Support team is dedicated to enabling growth and delivering value for clients across all markets. Our mission is to provide innovative, curated, and commercially focused support that empowers our regional sales teams. The team works closely with Client Business to support a growing regional client base and ensure smooth daily operations in partnership with functional teams across APAC. This role has a focus on providing reliable operational sales support while also leveraging technology and data to produce analytics that help sales teams engage effectively with Wealth and Institutional clients across the region. The role holder will partner closely with sales teams and technology teams, to ingest and manage client data, maintain data quality, automate data processes and ensure that management information and...
BlackRock Taipei City, Taiwan Full-Time
BlackRock
Nov 08, 2025  
Analyst/Associate - APAC Regional Sales Support Featured
About this role We are looking for a new team member to join the APAC Regional Sales Support (RSS) Team, based in Taiwan. Established in August 2025, the Regional Sales Support team is dedicated to enabling growth and delivering value for clients across all markets. Our mission is to provide innovative, curated, and commercially focused support that empowers our regional sales teams. The team works closely with both Wealth and Institutional Client Business across APAC to support a growing regional client base and ensure smooth daily operations in partnership with functional teams. The successful candidate will be detail-oriented and client-focused, ensuring outcomes align with business objectives and client needs. They will collaborate effectively with stakeholders, manage expectations, and deliver high-quality work on time. Strong problem-solving skills and the ability to thrive in a fast-paced environment are essential. Key Responsibilities: Play a crucial part in...
BlackRock Taipei City, Taiwan Full-Time
BlackRock
Nov 07, 2025  
Vice President, Aladdin Wealth Technology, Client Enablement Featured
About this role Role Description Aladdin Wealth Tech - AWT's mission is to help wealth management firms transform their businesses through technology using the Aladdin Wealth Enterprise ("AWE") applications while creating tech revenues and product flows for BlackRock and differentiating us as a strategic partner to clients via our digital distribution technology ("DDT") applications (Portfolio 360 in EMEA). The Client Enablement Specialist -Engagement Operations for EMEA is mainly responsible to oversee the operational environment enabling the growth of Portfolio 360 while developing into a key day-to-day relationship manager for future AWE clients in the Eastern European region. For Portfolio 360 the role is crucial to ensure seamless contracting and onboarding of new clients and continuously reviewing adoption trends among existing Portfolio 360 users plus measuring the commercial success. Most importantly the Client Enablement Specialist collaborates intensely with our...
BlackRock Budapest, Hungary Full-Time
BlackRock
Oct 23, 2025  
Associate/Vice President - Retirement Sales Specialist Featured
About this role About this role: We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this role, you will be directly responsible for representing BlackRock's retirement business and delivering the full capability of the firm to retail Wirehouse, RIA and Independent advisors along with key record keeper partners. This role can be based in Boston, Princeton or Chicago - with occasional territory travel. Business Description: BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is...
BlackRock Princeton, NJ, USA Full-Time
BlackRock
Sep 18, 2025  
Vice President, Portfolio Design Sales Specialist Featured
About this role BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions -from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. Location: Princeton, Boston, Atlanta or San Francisco Business Description: BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model...
BlackRock Princeton, NJ, USA Full-Time
Professional Diversity Network
Nov 16, 2025  
Privately Held Investment Specialist II - (Richmond, Atlanta, Winston- Salem, NC., or Charlotte)
Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for supporting the coordinated delivery of asset management services to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and...
Professional Diversity Network Winston-Salem, NC, USA Full-Time
Professional Diversity Network
Nov 16, 2025  
Privately Held Investment Specialist II - (Richmond, Atlanta, Winston- Salem, NC., or Charlotte)
Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for supporting the coordinated delivery of asset management services to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and...
Professional Diversity Network Richmond, VA, USA Full-Time
Professional Diversity Network
Nov 16, 2025  
Privately Held Investment Specialist II - (Richmond, Atlanta, Winston- Salem, NC., or Charlotte)
Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for supporting the coordinated delivery of asset management services to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Nov 16, 2025  
Privately Held Investment Specialist II - (Richmond, Atlanta, Winston- Salem, NC., or Charlotte)
Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for supporting the coordinated delivery of asset management services to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and...
Professional Diversity Network Charlotte, NC, USA Full-Time
Professional Diversity Network
Nov 14, 2025  
Premier Banker/Advisor- Chattanooga
Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...
Professional Diversity Network Chattanooga, TN, USA Full-Time
Professional Diversity Network
Nov 14, 2025  
Digital Banking Specialist
First Horizon National Corporation Location : Onsite in Little Rock, AR., or Knoxville, TN. At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone’s ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. SUMMARY The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem. Problem solving will be performed using techniques and procedures to include...
Professional Diversity Network Little Rock, AR, USA Full-Time
Professional Diversity Network
Nov 14, 2025  
Digital Banking Specialist
First Horizon National Corporation Location : Onsite in Little Rock, AR., or Knoxville, TN. At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone’s ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. SUMMARY The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem. Problem solving will be performed using techniques and procedures to include...
Professional Diversity Network Knoxville, TN, USA Full-Time
Professional Diversity Network
Nov 14, 2025  
Fraud Protection Hotline Specialist
First Horizon National Corporation Location: On site at location listed in job posting. Hours Of Operation: 7am-8pm EST We are actively seeking a dedicated and client-focused Fraud Protection Hotline Specialist to serve as the first point of contact for our clients experiencing fraudulent activities. Our goal is to protect our clients' brand reputations while providing an exceptional and positive client experience throughout the fraud resolution process This role will play a crucial role in safeguarding client interests and enhancing their trust in our services. Essential Duties and Responsibilities: Serve as the initial point of contact for clients reporting fraud, ensuring a high standard of professionalism and empathy Utilize effective relationship-building skills to engage with clients on both inbound and outbound calls, discussing potentially fraudulent activities. Analyze account processes and transactions to detect undetected frauds and correlated...
Professional Diversity Network Maryville, TN, USA Full-Time
Professional Diversity Network
Nov 14, 2025  
Client Specialist
First Horizon National Corporation Location: On site at the location listed in posting Schedule: Monday through Friday, 9:00AM to 5:00PM Key Responsibilities Include Provide Lending Support to Private Banking Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency. Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and process commercial client’s withdrawals on lines of credit Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals Assist in ordering...
Professional Diversity Network Coral Gables, FL, USA Full-Time
Professional Diversity Network
Nov 14, 2025  
Senior Client Specialist
First Horizon National Corporation Location: On site in Greensboro, NC Summary Provide assistance to Relationship Managers Key Responsibilities Include Provide Lending Support to Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency. Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and process commercial client’s withdrawals on lines of credit Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals Assist in ordering appraisals, flood...
Professional Diversity Network Key West, FL, USA Full-Time
Professional Diversity Network
Nov 13, 2025  
Mortgage Warehouse Client Specialist
First Horizon National Corporation Location: On site at location listed in job posting. Position Overview: The Mortgage Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist. The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client’s daily transaction requirements and periodic needs for special services. The Mortgage Warehouse Client Specialist performs a variety of routine and non-routine functions in accordance with standard procedures including collateral onboarding and management, loan advance and repayment transactions, data integrity and quality control, and reporting, all of which is done in a direct...
Professional Diversity Network Germantown, TN, USA Full-Time
Professional Diversity Network
Nov 11, 2025  
Commercial Client Specialist
First Horizon National Corporation Location: On site at location listed in job posting. Summary: The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential Duties and Responsibilities Open new accounts and ensure complete, accurate documentation is obtained from clients Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements Image and index all deposit...
Professional Diversity Network Charlotte, NC, USA Full-Time
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