KeyBank · 3 days ago
Senior Sales Support Assistant, Fixed Income, Cleveland
Cleveland, OH
Full-time
Hybrid
Mid, Senior Level
$24.52/hr - $37.50/hr
3+ years expKeyBanc Capital Markets (KBCM) is a leading middle-market investment bank providing capital markets and advisory solutions to institutional clients. The Senior Sales Support Assistant – Fixed Income plays a critical role in supporting the fixed income sales and trading team by ensuring smooth trade settlement, maintaining client accounts, and delivering high-quality administrative and client service support.
Banking
Responsibilities
Monitor and ensure timely settlement of all fixed income trades
Verify trade confirmations and proactively resolve discrepancies with clients and back office
Track and resolve failed trades; notify clients of good fails and delivery issues
Open and maintain client accounts in internal systems and Bloomberg; follow up on required documentation
Update account information and ensure compliance with CIP and DARQ procedures
Assist sales team with bids, offers, and orders via phone or Bloomberg when needed
Process client requests for letters, reports, and investment documentation
Coordinate travel arrangements and complete expense reports for sales team
Monitor commissions and assist with reporting
Respond to client inquiries and provide requested materials such as confirmations and prospectuses
Enter trades into Bloomberg and other internal systems
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Qualification
Required
High School Diploma
Experience working in a fast-paced, deadline-driven environment
Strong attention to detail and ability to manage multiple priorities
FINRA License S7 within 180 Days
FINRA License S63 within 180 Days
Deep understanding of fixed income trade lifecycle and settlement processes
Strong interpersonal skills and responsiveness to client needs
Demonstrates awareness of operational and compliance risks and takes proactive steps to mitigate them
Works effectively with internal partners including traders, salespeople, and operations
Excellent written and verbal communication skills, including client-facing interactions
Ability to resolve trade discrepancies and account issues efficiently
Capable of managing multiple responsibilities and meeting deadlines in a high-volume environment
Skilled in Bloomberg, Pershing, Microsoft Office Suite, and trading platforms
Understands market dynamics and how they impact trade execution and client portfolios
Familiar with risk controls and procedures related to trade settlement and client onboarding
Knowledge of compliance requirements including CIP, DARQ, and documentation standards
Awareness of account structures and operational workflows in institutional finance
Experienced in managing travel, expenses, and internal reporting for sales teams
Capable of preparing and delivering clear, professional materials for internal and client use
Self-starter with the ability to take initiative and work with minimal supervision
Preferred
Bachelor's Degree or equivalent experience
3+ years of relevant experience in financial services or trading support
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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