Commercial Safekeeping Operations Representative

22 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 team at First Horizon Bank. As a key member of our Commercial Safekeeping group, you will be responsible for managing and administering customers' investment activity and transactions, while providing exceptional customer service and support.

Key Responsibilities
  • Manage client relationships and provide timely and accurate responses to customer inquiries and requests.
  • Oversee the clearing and settlement of clients' investment trade activity, ensuring seamless and efficient transactions.
  • Segregate and pledge client collateral for their public deposits, maintaining the highest level of security and compliance.
  • Prepare and submit client reviews and accountings, providing detailed and accurate financial information.
  • Support business development and pursue opportunities to enhance the growth of existing relationships, driving revenue and customer satisfaction.
Qualifications
  • Bachelor's degree in Accounting, Finance, Economics, or a related field, or equivalent work experience in a securities or financial institutions environment.
  • 3+ years of experience in securities/client administration, with a strong understanding of investment products and services.
  • Excellent interpersonal and communication skills, with the ability to work effectively in a fast-paced team-oriented environment.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in Microsoft Office, Bloomberg, and AM Trust, with the ability to learn and adapt to new systems and technologies.
About Us

First Horizon Bank is a leading regional financial services company, dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel. With a strong commitment to excellence and customer service, we strive to be the trusted partner of choice for our clients and the communities we serve.

Benefits
  • Competitive salary and benefits package, including medical, dental, and vision insurance.
  • 401(k) plan with 6% company match, tuition reimbursement, and mentor program.
  • Opportunities for professional growth and development, with a focus on diversity, equity, and inclusion.

We are an equal opportunity employer, committed to creating a more equitable society and fostering a culture of excellence and respect. If you are a motivated and talented individual who is passionate about delivering exceptional customer service and driving business results, we encourage you to apply for this exciting opportunity.



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