Brokerage Operations & Client Services Associate

Key Community Bank; Plymouth (MN); On-site; USD 45,000 - 65,000; Full time

Job summary

Key Community Bank in Minnesota is seeking an adaptable operations assistant to support Financial Representatives with onboarding and client requests. The role emphasizes strong phone and written communication, attention to detail, and the ability to complete paperwork efficiently across the client lifecycle.

You will report to the Operations Manager and coordinate across trading, clearing, and custody platforms, ensuring timely, accurate processing, risk awareness, and exemplary customer

Qualifications

• 1-3 years of financial services experience preferred.
• Excellent interpersonal and relationship skills.
• Strong organizational and multitasking abilities.
• Attention to detail in procedures and controls.

Responsibilities

• Support onboarding lifecycle including opening accounts and servicing requests.
• Process address changes and beneficiary updates.
• Support trading, clearing, and custody operations across departments.
• Collaborate with Operations Manager to resolve issues and improve processes.

Skills

Financial services experience

Interpersonal skills

PM / organization

Attention to detail

Team collaboration

Risk awareness

Microsoft Office

Operating systems familiarity

Process documentation

Tools

Microsoft Excel

Job description

Key Community Bank in Minnesota is seeking an adaptable operations assistant to support Financial Representatives with onboarding and client requests. The role emphasizes strong phone and written communication, attention to detail, and the ability to complete paperwork efficiently across the client lifecycle.

You will report to the Operations Manager and coordinate across trading, clearing, and custody platforms, ensuring timely, accurate processing, risk awareness, and exemplary customer