Commercial Safekeeping Operations Representative

17 hours ago


Memphis, Tennessee, United States First Horizon Bank Full time
Job Summary

We are seeking a highly skilled Client Services Representative to join our Commercial Safekeeping team at First Horizon Bank. As a key member of our team, you will be responsible for managing and administering customers' investment activity and transactions, while providing exceptional customer service and supporting their overall relationship with our bank.

Key Responsibilities
  • Direct client relationship management for custody of their investment portfolios.
  • Oversee the clearing and settlement of clients' investment trade activity.
  • Segregate and pledge client collateral for their public deposits.
  • Respond timely and accurately to customer service inquiries and requests.
  • Prepare and submit client reviews and accountings.
  • Support business development and pursue opportunities to enhance the growth of existing relationships.
Qualifications
  • Bachelor's degree in Accounting, Finance, Economics, or other business-related discipline, and/or equivalent work experience in a securities or financial institutions environment.
  • 3+ years of experience in securities/client administration is preferred.
  • Excellent interpersonal skills and ability to work in a fast-paced team-oriented environment.
  • Able to work independently and willing to help other team members as needs may arise.
  • Must be very organized, detail-oriented, and take pride in producing error-free work.
  • Able to handle large volumes and dollars with confidence and a can-do spirit.
  • Must be comfortable on the computer using Microsoft Office, Bloomberg, and our client accounting system, AM Trust.
About Us

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S.

Benefits
  • Medical with wellness incentives, dental, and vision.
  • HSA with company match.
  • Maternity and parental leave.
  • Tuition reimbursement.
  • Mentor program.
  • 401(k) with 6% match.
Corporate Diversity Commitment

We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.



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