KeyCorp

3 weeks ago

KIS Regional Sales 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

Provide ongoing operational support to Wealth Market Leaders and their advisor teams in assigned Mass Affluent markets. Own monthly production reporting, managed-money annual review coordination, and new hire onboarding/offboarding workflows. Maintain systems accuracy across Salesforce, NetX, and related platforms, support HR/workday tasks, and ensure office readiness. Coordinate client events and team meetings, including logistics, invitations, and presentation support while standing in when leaders are unavailable.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Maintain sales and production reporting, including monthly production snapshots and managed money annual review downloads from Salesforce.
•Provide system and operational support across Salesforce, Terrapin, M&O, NetX, Money Guide Pro, and Lead Management.
•Coordinate new hire onboarding and offboarding, including licensing/registration liaison work, equipment/systems setup, and Workday termination/access changes.
•Manage book of business workflows using NetX (account downloads, review/return processing, and book movements) and support annuity rep-of-record changes.
•Support day-to-day office readiness and client/team events, including calendar maintenance, meeting/training logistics, invitations/approvals, and presentation support.

Travel: Low travel

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High school diploma (required).
•3+ years of experience in brokerage or bank-based brokerage firm support roles.
•Strong organizational and communication skills (verbal and written) with comfort receiving direction from multiple team members.
•Strong proficiency with Microsoft Office suite applications (Excel, Word, Outlook).
•Ability to be flexible, work diplomatically in a team environment, and quickly learn new programs and procedures.

Experience:3+ yearsBrokerageBank-based brokerage

Education:High School

Skills:Organizational skillsCommunicationDiplomacyJudgmentAccuracy

Tech Stack:SalesforceTerrapinM&ONetXMoney Guide ProLead ManagementKey Connect PageWebExMicrosoft TeamsVoicemailOutlook SignatureBiscom FaxWorkdayOutlook calendarPowerPointExcelWordOutlookMail merge

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

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KeyCorp

3 weeks ago

KIS Regional Sales 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: Sales

Seniority: Mid level

Key Responsibilities

•Maintain sales and production reporting, including monthly production snapshots and managed money annual review downloads from Salesforce.
•Provide system and operational support across Salesforce, Terrapin, M&O, NetX, Money Guide Pro, and Lead Management.
•Coordinate new hire onboarding and offboarding, including licensing/registration liaison work, equipment/systems setup, and Workday termination/access changes.
•Manage book of business workflows using NetX (account downloads, review/return processing, and book movements) and support annuity rep-of-record changes.
•Support day-to-day office readiness and client/team events, including calendar maintenance, meeting/training logistics, invitations/approvals, and presentation support.

Travel: Low travel

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High school diploma (required).
•3+ years of experience in brokerage or bank-based brokerage firm support roles.
•Strong organizational and communication skills (verbal and written) with comfort receiving direction from multiple team members.
•Strong proficiency with Microsoft Office suite applications (Excel, Word, Outlook).
•Ability to be flexible, work diplomatically in a team environment, and quickly learn new programs and procedures.

Experience:3+ yearsBrokerageBank-based brokerage

Education:High School

Skills:Organizational skillsCommunicationDiplomacyJudgmentAccuracy

Tech Stack:SalesforceTerrapinM&ONetXMoney Guide ProLead ManagementKey Connect PageWebExMicrosoft TeamsVoicemailOutlook SignatureBiscom FaxWorkdayOutlook calendarPowerPointExcelWordOutlookMail merge

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