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.
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.
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.
Days - Monday thru FridayTime - 7:30am to 4:30pm
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 in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35
Posted Date : 2022-05-07
Job type : Full Time