First Horizon

2 months ago

Client Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Provide exceptional service and operational support to associates and clients by managing client requests and facilitating account operations. Ensure accurate, complete documentation and transactions, perform KYC and beneficial ownership review, and maintain client records (including signers). Respond to client inquiries on banking products and policies, research and resolve documentation exceptions and fraud claims, and support loan and treasury-related needs while identifying cross-selling opportunities.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Open new accounts and ensure complete, accurate client documentation is obtained.
•Collect, review, and image/index deposit and client documentation for recordkeeping and compliance.
•Perform account maintenance, including updating client records and signers.
•Respond to client inquiries on bank products/services/policies, conduct account research, and file/process fraud claims.
•Support lending activities by resolving documentation exceptions and assisting relationship teams with payments, fees, and advances on lines of credit.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsaParental LeaveLearning Budget401k

Key Requirements

•High school diploma or equivalent and 2–4 years of experience (or equivalent combination of education and experience).
•Collect and review entity due diligence, KYC, and beneficial ownership information to satisfy compliance requirements.
•Open new accounts and ensure complete, accurate documentation is obtained from clients.
•Perform account maintenance, including adding/removing signers and updating client records.
•Respond to client inquiries and handle account research, including filing and processing fraud claims.

Experience:2-4 yearsBankingFinancial services

Education:High School

Skills:Exceptional serviceRelationship managementAttention to documentation accuracyClient communicationProblem-solving

Company Brief

First Horizon

Provides commercial and consumer banking services, wealth management, and treasury solutions through First Horizon Bank. Serves individuals, businesses, and institutions across the southeastern United States with lending, deposits, and financial advisory products.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn

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First Horizon

2 months ago

Client Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Open new accounts and ensure complete, accurate client documentation is obtained.
•Collect, review, and image/index deposit and client documentation for recordkeeping and compliance.
•Perform account maintenance, including updating client records and signers.
•Respond to client inquiries on bank products/services/policies, conduct account research, and file/process fraud claims.
•Support lending activities by resolving documentation exceptions and assisting relationship teams with payments, fees, and advances on lines of credit.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsaParental LeaveLearning Budget401k

Key Requirements

•High school diploma or equivalent and 2–4 years of experience (or equivalent combination of education and experience).
•Collect and review entity due diligence, KYC, and beneficial ownership information to satisfy compliance requirements.
•Open new accounts and ensure complete, accurate documentation is obtained from clients.
•Perform account maintenance, including adding/removing signers and updating client records.
•Respond to client inquiries and handle account research, including filing and processing fraud claims.

Experience:2-4 yearsBankingFinancial services

Education:High School

Skills:Exceptional serviceRelationship managementAttention to documentation accuracyClient communicationProblem-solving

Company Brief

First Horizon

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn