Client Specialist jobs at First Horizon Bank - 4723 jobs

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Commercial banking team, you will be an integral component of Commercial Banking/Healthcare and part of a team of specialized professionals who create value for business clients by understanding their transaction needs. As the Client Service Specialist, you will be accountable to perform AML/Due Diligence, Account Opening, Loan funding and Service of a dedicated portfolio. This position needs to understand the client needs and taking responsibility for the execution of client request. You will provide relevant recommendations when appropriate while acting as a key interface to internal partners . At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Relationship Building - As a Client Service Specialist, you will serve as the primary point of contact for clients, addressing inquiries, resolving issues, and building strong relationships. Implementation & Transitioning - Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation/agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients' cash management solutions need are delivered in a timely and seamless manner. Operational Support - Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably. Business Development - Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities and refer potential sales to appropriate client relationship/cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit's goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges. Who you are You have 4+ years of demonstrated experience in client services within the Banking Industry. You have strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process. You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do. You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of$75,000 - $85,000for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Active Listening, Client Service, Customer Experience (CX), Customer Service, Interpersonal Communication, Organizing, Problem Solving, Service Improvement, Work Collaboratively

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Commercial banking team, you will be an integral component of Business Banking and part of a team of specialized professionals who create value for business clients by understanding their transaction needs . Responsible for AML due diligence, deposit account opening, loan funding, and servicing a dedicated portfolio of commercial clients. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Relationship Building - The Client banking Specialist will oversee the service needs of our relationships while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the relationship, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, Business Banking product management, AML, wires, loan servicing and the branch network. Operational Support - Interpret, validate and obtain the required information to complete the necessary AML/legal forms for internal and external client requests. Ensure all mandatory documentation haven been properly filled out and executed. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably. Who you are You have 4+ years of demonstrated experience in client services within the Banking Industry. You have developed knowledge of CIBC systems and procedures. You have strong technical skills with Microsoft Office suite, particularly Excel, and Word as well as the ability to quickly learn proprietary software applications supporting the origination. You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do. You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of$75,000 - $85,000for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Active Listening, Client Relations, Client Service, Customer Experience (CX), Internal Controls, Interpersonal Communication, Investigating, Operational Efficiency, Professional Responsibility, Professional Writing, Service Improvement, Work Collaboratively

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications Demonstrated customer service skills Must be comfortable performing basic math calculations Attention to detail; ability to multi-task Strong verbal and written communication skills; possesses professional communication ability including active listening Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy Excellent organizational skills High level of interpersonal skills to handle sensitive and confidential situations and documentation Must be available to work extended and/or weekend hours and attend training as needed Must be able to use various types of office equipment, including computer terminals Education/Training/Experience * High School Diploma or equivalent * Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications Demonstrated customer service skills Must be comfortable performing basic math calculations Attention to detail; ability to multi-task Strong verbal and written communication skills; possesses professional communication ability including active listening Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy Excellent organizational skills High level of interpersonal skills to handle sensitive and confidential situations and documentation Must be available to work extended and/or weekend hours and attend training as needed Must be able to use various types of office equipment, including computer terminals Education/Training/Experience High School Diploma or equivalent Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Salary Description $21.50

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Client Service, Banking, Commercial, Specialist, Service, Client Relations, Business Services

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Client Service, Commercial, Relationship Manager, Banking, Banking Specialist, Specialist, Business Services

A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace. #J-18808-Ljbffr

J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 01/09/2026, 10:32 PM Job Schedule Full time Job Shift Day Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment Proactively identify and deliver appropriate solutions that address the needs of our clients Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

Responsible for interacting with customers on behalf of the Bank and providing information about products and services, responding to customer complaints, and processing customer requests. Interacts with customers and team members in a professional a Customer Service, Call Center Specialist, Call Center, Specialist, Processing, Customer, Retail, Banking

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States - locations are listed below. The ideal candidate will have the skills and experience to: Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email. Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services. Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case. Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor. Proactively reach out to clients when issues occur to provide workaround solutions. Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates. Troubleshoot customer issues by conducting research in internal Treasury systems. Qualifications: Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis. Must have good customer service, problem solving and communications skills, both verbal and written. Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements. Ability to work well with clients and team members. Good attention to detail and accuracy. Good organizational and time management skills. Proficient in the use of Microsoft Office products: Word, Excel, and related systems. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Pay range (depending on location and experience): $17-28/hr Location and Schedule: This position is full-time in office with variable schedule options. The available office locations are: * Chandler, AZ - 1265 S Price Road, Chandler, AZ * Los Angeles, CA - 707 Wilshire Boulevard, Los Angeles CA 90017 Denver, CO - 7222 E Layton Ave, Denver CO 80237 Houston, TX - 1801 Main Street, Houston TX 77002 Midvale, UT - 7860 S Bingham Junction Blvd, Midvale UT 84047 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

Sarasota, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. DUTIES The Concierge Specialist will engage new American Heritage members through needs based consultative selling in a contact center environment. This position will contact new members through outbound calling on Xpress Accounts and Relationship Management lists which will also lead to establishing and maintaining relationship through the RM Program. Educate and engage members on AMHCUs products and services. Through needs based questions, the Concierge Representatives will determine and recommend products and services that best fit the member's needs, resulting in cross selling effectiveness. This position will aid in the technical and functional setup and initial member usage of the product. QUALIFICATIONS At least one year of experience in a call center of a credit union or financial institution preferred. Must be flexible and available to work Monday through Friday from 8:00 a.m. to 7:00 p.m. with Rotating Saturdays 9:00 a.m. - 3:00 p.m. Work requires knowledge of lending products, deposit products, and interest rates. Knowledge of interviewing skills and telemarketing techniques also required. Work requires intermediate working knowledge of Symitar, Word, Excel. Ability to understand IOS, Android Platforms for set up of mobile applications. Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.) Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals. Specific Duties included: Daily and weekly cash movement between Trust and DDA's for clients Research and Notify appropriate parties of Class Actions Coordinating directed trades (purchase and sells) with Trust Portfolio Manager. Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs. Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank. Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request Initiate entries to pay bills for Trust clients Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution Follow procedures for opening and closing Trust Accounts Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets) Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis Preparing court accountings and other documents in a timely manner Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer Education and/or Work Experience Requirements: Ability to operate a PC Proficiency in Microsoft Office applications (Word and Excel) a must Preferred Trust/Securities and processing experience Must be highly detailed oriented Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision Must have good oral & written skills and ability to communicate well with clients & co-workers The ability to work as a team member Must be highly service oriented Hours: MONDAY - FRIDAY 8AM - 5PM About Us First Horizon Corporation 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 ********************* 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 Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube