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KeyBank · 23 hours ago

Invest Associate, Centralized Registered

Brooklyn, OH

Full-time

Onsite

New Grad, Entry Level

$23.08/hr - $34.62/hr

KeyBank is a financial services company seeking an Invest Associate for their Service Center of Key Investment Services. The role involves assisting the KIS Sales Force with sales goals, customer service, and client retention, while also handling client account maintenance and recognizing sales opportunities.

Banking

Responsibilities

Accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy

Follow up on all order executions for payment and remittance as required

Accepting and processing of client account maintenance requests from the sales force and clients

Reviewing client requests, accounts and determining appropriate resolution

Recognize and report sales opportunities

Client contact regarding Required Minimum Distributions

Develop and maintain strong working relationship with clients, sales force and team members

Perform marketing-related activities to promote business growth

Contacting KIS clients for review of accounts and issue resolution

Cross train and back up on various functions within the Service and Support teams

Project involvement and/or assignments from management as required

Qualification

Series 7Series 63Retirement accountsCustomer serviceAnalytical skillsCommunication skillsOrganizational skillsAttention to detail

Required

High School Degree or equivalent required

Industry experience including but not limited to Corporate actions, 1099, statement and cost basis research, collections, New Account Process, Legal and Annuity documentation requirements

Retirement accounts including contribution, distributions and RMD calculations

Securities, Bonds, Annuity in addition to Mutual Fund classes and fee structures

Series 7 and Series 63 required

Strong written and verbal communication

Excellent customer service and analytical skills

Ability to recognize and understand client issues and develop appropriate responses and solutions

Demonstrate excellent organizational skills and a strong attention to detail