KIS New Accounts Operations Analyst

KeyCorp
United States
Workplace: HybridFull timeUSD 48,000 - 72,000 annuallyFunction: Business OperationsExperience: 3-5 yearsEducation: bachelorsSkills: ["Self-motivated","Flexible","Adaptable","Organizational skills","Attention to detail","Written communication","Verbal communication","Independent work","Ability to prioritize"]

Provide back-office support for the Key Investment Services sales force by reviewing and processing new account paperwork and maintenance requests. Handle account maintenance and eSignature questions, respond to inquiries from financial advisors, and document/maintain department procedures. Ensure accuracy, completeness, and compliance with regulatory requirements, including Anti-Money Laundering and Patriot Act rules, while identifying process improvements and supporting ad hoc projects.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

KIS New Accounts Operations Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 37 minutes agoStatus: Live

Job Summary

Provide back-office support for the Key Investment Services sales force by reviewing and processing new account paperwork and maintenance requests. Handle account maintenance and eSignature questions, respond to inquiries from financial advisors, and document/maintain department procedures. Ensure accuracy, completeness, and compliance with regulatory requirements, including Anti-Money Laundering and Patriot Act rules, while identifying process improvements and supporting ad hoc projects.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Review new account paperwork for accuracy and completeness.
  • •Review and process account maintenance requests in a timely manner.
  • •Assist with eSignature questions related to new account documents.
  • •Respond to incoming phone calls and emails from financial advisors.
  • •Follow established procedures for compliance with Anti-Money Laundering and Patriot Act regulations while researching and resolving inquiries as needed.

Pay and Benefits

Salary: USD 48,000 - 72,000 annually

Key Requirements

  • •College degree or 3-5 years of banking or brokerage experience.
  • •Ability to recognize and understand client issues and develop appropriate responses and solutions.
  • •Self-motivated, flexible, and adaptable with the ability to handle changing priorities.
  • •Excellent organizational skills and strong attention to detail.
  • •Strong written and verbal communication skills.
Experience:3-5 yearsBankingBrokerage
Education:Bachelor's
Skills:Self-motivatedFlexibleAdaptableOrganizational skillsAttention to detailWritten communicationVerbal communicationIndependent workAbility to prioritize

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn