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CLIENT SPECIALIST

CLIENT SPECIALIST

First Horizon BankMemphis, TN, US
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Job Description

FHN Financial Operations Team in our Memphis, TN office is seeking an individual to provide comprehensive support across trade processing, derivative margin, and security master set-up and maintenance.

Essential Duties and Responsibilities :

  • Trade Processing Exception Report Monitoring : Monitor and address exceptions in trade processing reports, both independently and in collaboration with team members.
  • Daily Trade Input Reconciliation : Perform reconciliation and documentation on daily trade inputs and exceptions, sometimes working alongside other team members.
  • Exception Resolution : Resolve trade input exceptions promptly, either individually or with the support of the team.
  • Security Master Set-Up and Maintenance : Set up and maintain security master data, coordinating with team members as needed.
  • Trade Communication and Documentation : Provide communication and documentation for pending trades, ensuring all relevant parties are informed.
  • Proactive Communication : Communicate proactively with the manager and Lead Analyst, as well as with other team members.
  • Reconciliation and Interest Area Support : Provide back-up and support to reconciliation and interest areas, working both independently and as part of a team

Education and Work Experience Requirements :

  • Technical Proficiency : Competency with Microsoft Office (Word, Access, Excel) and the ability to learn basic back-office systems.
  • Independent and Collaborative Work : Ability to work independently and collaborate with others to resolve issues and reconciliation items.
  • Ownership and Accountability : Exhibit a high level of ownership and accountability to meet deadlines.
  • Commitment to Quality : Demonstrate utmost commitment to quality.
  • Follow-Up and Communication Skills : Strong follow-up and communication skills.
  • Service Orientation : Strong customer service orientation.
  • Educational Background : Bachelor's degree or related experience.
  • About Us

    First Horizon Corp. (NYSE : FHN) , with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at www.FirstHorizon.com .

    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.

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