KeyCorp

3 weeks ago

Investment Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Assist the Key Investment Services (KIS) sales team within the Service Center by handling high-volume trade requests, processing account maintenance, and following up on order executions for payment and remittance. Serve as a primary client contact when licensed representatives are unavailable, addressing client requests and Required Minimum Distributions with timely, accurate resolution. Also support marketing-related activities, client reviews, and cross-training across service and support functions.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Handle daily client trade volume requests and process order executions with high accuracy.
•Follow up on order executions for payment and remittance as required.
•Accept and process client account maintenance requests; review client requests and determine appropriate resolutions.
•Provide client contact support for Required Minimum Distributions and maintain strong working relationships with clients and internal teams.
•Recognize and report sales opportunities; perform marketing-related activities and cross-train/back up within Service and Support teams.

Pay and Benefits

Salary: USD 23.08 - 34.62 hourly

Key Requirements

•High School degree or equivalent required; college degree in Business or Finance preferred.
•Industry experience with corporate actions, 1099, statement and cost basis research, collections, and new account processing and documentation requirements.
•Strong knowledge of retirement accounts, including contributions, distributions, and RMD calculations.
•Securities knowledge including bonds, annuities, and mutual funds, plus strong client-facing communication skills.
•Series 7 and Series 63 required; Life & Health insurance license and Series 66 preferred.

Experience:Retirement accountsSecuritiesFinancial services

Education:High School in Business or Finance

Skills:CommunicationCustomer serviceAnalytical skillsOrganizational skillsAttention to detail

Licenses:Life & Health insurance license

Certifications:Series 7Series 63

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: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

KeyCorp

3 weeks ago

Investment Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Handle daily client trade volume requests and process order executions with high accuracy.
•Follow up on order executions for payment and remittance as required.
•Accept and process client account maintenance requests; review client requests and determine appropriate resolutions.
•Provide client contact support for Required Minimum Distributions and maintain strong working relationships with clients and internal teams.
•Recognize and report sales opportunities; perform marketing-related activities and cross-train/back up within Service and Support teams.

Pay and Benefits

Salary: USD 23.08 - 34.62 hourly

Key Requirements

•High School degree or equivalent required; college degree in Business or Finance preferred.
•Industry experience with corporate actions, 1099, statement and cost basis research, collections, and new account processing and documentation requirements.
•Strong knowledge of retirement accounts, including contributions, distributions, and RMD calculations.
•Securities knowledge including bonds, annuities, and mutual funds, plus strong client-facing communication skills.
•Series 7 and Series 63 required; Life & Health insurance license and Series 66 preferred.

Experience:Retirement accountsSecuritiesFinancial services

Education:High School in Business or Finance

Skills:CommunicationCustomer serviceAnalytical skillsOrganizational skillsAttention to detail

Licenses:Life & Health insurance license

Certifications:Series 7Series 63

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: 3.6

Website LinkedIn