Client Representative Commercial Safekeeping Operations

Description

Location: On site at location listed in job posting

Summary

First Horizon Bank- Commercial Safekeeping is a leading provider of investment custody services for domestic financial institutions. We are seeking a Client Services Representative to join our group to manage and administer customers’ investment activity and transactions while supporting their overall relationship with First Horizon Bank.

Key Responsibilities Include

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 Include

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 experience in securities/client administration is preferred.

Excellent interpersonal skills and ability to work in a fast paced team-oriented environment. Must have and must maintain a positive attitude.

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. Work Hours: Days – Monday thru Friday Time – 7:30am to 4:30pm

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. 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.

Benefit Highlights

• Medical with wellness incentives, dental, and vision

• HSA with company match

• Maternity and parental leave

• Tuition reimbursement

• Mentor program

• 401(k) with 6% match

• More — FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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.

Follow Us

Facebook (https://www.facebook.com/FirstHorizonBank)

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LinkedIn (http://www.linkedin.com/company/first-horizon-bank)

Instagram

YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209-Q)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)