Senior Private Client Services Lead

First Horizon Corp.

Tampa, Northern (FL, KY)

Hybrid

USD 42,000 - 54,000

Full time

7 days ago
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Benefits offered by this job

Medical benefits
HSA with company match
Tuition reimbursement
401(k) with match

Job summary

First Horizon Corporation seeks a detailed-oriented Administrative Support Associate to assist Private Client Relationship Managers with account openings, maintenance, and client service. You will handle document retrieval, regulatory procedures, and coordinate with back-office teams to ensure timely processing and compliance.

The role involves managing multiple tasks, supporting loan and deposit services, and assisting in client meetings and events in a fast-paced environment.

Qualifications

  • High school diploma or GED with 5–7 years of experience or equivalent combination of education and experience.
  • Working knowledge of MS Office Suite.

Responsibilities

  • Provide support to Private Client Relationship Managers and staff including account opening/maintenance and file management.
  • Assist with loans, deposits and other banking services for clients.
  • Manage account opening processes and retrieve documentation per regulatory procedures.
  • Handle money transfer requests, address changes, and loan processing support.
  • Coordinate with relationship team, compliance, and other lines to ensure smooth closing of loans and compliance.

Skills

MS Office Suite

Education

High school diploma or GED

Job description

First Horizon Corporation seeks a detailed-oriented Administrative Support Associate to assist Private Client Relationship Managers with account openings, maintenance, and client service. You will handle document retrieval, regulatory procedures, and coordinate with back-office teams to ensure timely processing and compliance.

The role involves managing multiple tasks, supporting loan and deposit services, and assisting in client meetings and events in a fast-paced environment.

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