Client Services Representative in Memphis, TN at First Horizon National Corporation

Date Posted: 7/8/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    165 Madison Avenue
    Memphis, TN
  • Job Type:
  • Experience:
    At least 3 year(s)
  • Date Posted:
    7/8/2020
  • Job ID:
    CLIEN01893

Job Description

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.

Responsibilities include:

  1. Direct client relationship management for custody of their investment portfolios.
  2. Oversee the clearing and settlement of clients’ investment trade activity.
  3. Segregate and pledge client collateral for their public deposits.
  4. Respond timely and accurately to customer service inquiries and requests.
  5. Prepare and submit client reviews and accountings.
  6. Support business development and pursue opportunities to enhance the growth of existing relationships.

Required Experience:

    • 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 security operations/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

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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)