Commercial Safekeeping Operations Representative

4 weeks ago


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

First Horizon Bank is seeking a Client Services Representative to manage and administer customers' investment activity and transactions while supporting their overall relationship with the bank. The ideal candidate will have a strong understanding of investment custody services and be able to provide exceptional client service.

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.
Requirements
  • BS/BA 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 First Horizon
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, 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. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

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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