Sr Sales Support Assistant, Fixed Income

KeyCorp
New York
Workplace: HybridFull timeUSD 25 - 38.46 hourlyFunction: Administration & Executive AssistanceEducation: high_schoolSkills: ["Attention to detail","Communication","Interpersonal skills","Client responsiveness","Self-starter"]

Support the fixed income sales and trading team by monitoring trade settlement, verifying confirmations, and resolving client and back-office discrepancies. Maintain and update client accounts in internal systems and Bloomberg, ensuring CIP and DARQ compliance, and track failed trades. Assist with bids, offers, and orders, process client documentation requests, respond to client inquiries, and help with commissions and reporting within a fast-paced environment.

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FursaFursa
KeyCorp
KeyCorp
1 month ago

Sr Sales Support Assistant, Fixed Income

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Support the fixed income sales and trading team by monitoring trade settlement, verifying confirmations, and resolving client and back-office discrepancies. Maintain and update client accounts in internal systems and Bloomberg, ensuring CIP and DARQ compliance, and track failed trades. Assist with bids, offers, and orders, process client documentation requests, respond to client inquiries, and help with commissions and reporting within a fast-paced environment.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Monitor and ensure timely settlement of fixed income trades, including tracking failed trades and notifying clients of good fails and delivery issues.
  • •Verify trade confirmations and proactively resolve discrepancies with clients and back office.
  • •Open, maintain, and update client accounts in internal systems and Bloomberg, including follow-up on documentation and compliance with CIP and DARQ procedures.
  • •Assist the sales team with bids, offers, and orders via phone or Bloomberg as needed, and enter trades into Bloomberg and other internal systems.
  • •Process client requests for letters, reports, and investment documentation; respond to client inquiries with requested materials; support commissions monitoring and reporting.
Travel: Low travel

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma is required.
  • •3+ years of relevant experience in financial services or trading support (preferred).
  • •Experience working in a fast-paced, deadline-driven environment is required.
  • •Strong attention to detail and ability to manage multiple priorities is required.
  • •FINRA License S7 and FINRA License S63 must be obtained within 180 days.
Education:High School
Skills:Attention to detailCommunicationInterpersonal skillsClient responsivenessSelf-starter
Licenses:FINRA License S7FINRA License S63
Tech Stack:BloombergMicrosoft Office SuiteTrading platforms

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
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Glassdoor: 3.6
WebsiteLinkedIn