FHN Financial Memphis Back Office Operations is looking for an individual to provide support and oversight within the Account Services Group.

 

Essential Duties and Responsibilities:

The successful candidate will work closely with sales and compliance to ensure the client accounts meet Compliance standards.

Processing of customer accounts across multiple systems Coordinate incoming account documentation and review for completeness and accuracy Perform compliance and regulatory review prior to opening the customer account Prepare documents and correspondence for customers requesting additional information and/or documentation from the customer Communicate with sales reps and sales assistants regarding account set-up status and documentation needs Create and maintain files Communicate with BSA/AML Compliance area regarding account set-up and approvals

 

Qualifications:

The successful candidate must possess strong communication skills and an attention to detail.  The ideal candidate would be able to demonstrate:

 

Collaborates effectively in a team setting Has customer first attitude Can demonstrate research and problem-solving skills; show critical thinking abilities to identify and escalate issues Is highly organized, able to multi-task in a fast-paced environment and able to demonstrate ability to prioritize work Has proven ability to analyze large sets of data in a timely manner Has had experience with performance and risk concepts Is proficient in Microsoft Office applications; strong Excel skills required