Hybrid Investment Services Associate – Client Solutions

KeyBank; Village/Town of Mount Kisco (NY); Híbrido; USD 32.000 - 48.000; Jornada completa

Descripción de la vacante

KeyBank's Investment Services team seeks a Retail Investment Associate to support sales goals, service clients, and grow business. You will be the initial contact for new and existing clients, assisting advisors and maintaining accurate client records.

Responsibilities include account handling, event coordination, and marketing material distribution, with emphasis on licensing compliance and client service excellence. This role is hybrid, located in Mount Kisco, NY.

Formación

• High School Diploma is required.
• 1+ year experience in brokerage or financial services.
• FINRA licenses S6, S63, SIE are required; Series 7 and Life Insurance are preferred.

Responsabilidades

• Support Private Client Advisors and assist in client service.
• Handle new accounts and maintenance forms; process requests.
• Maintain client database and mailing lists for communications.
• Schedule appointments and assist in sales support activities.
• Coordinate client events, seminars, and marketing materials.
• Accept trade instructions and ensure suitability when applicable.

Conocimientos

Investment knowledge

Organization

Communication

Technical proficiency

Client insight

Relationship building

Customer service

Team collaboration

Risk management

Adaptability

Educación

High School Diploma

FINRA S6

FINRA S63

FINRA SIE

FINRA Series 7

Life Insurance

Herramientas

Microsoft Word

Excel

PowerPoint

Email platforms

Internet navigation

Descripción del empleo

KeyBank's Investment Services team seeks a Retail Investment Associate to support sales goals, service clients, and grow business. You will be the initial contact for new and existing clients, assisting advisors and maintaining accurate client records.

Responsibilities include account handling, event coordination, and marketing material distribution, with emphasis on licensing compliance and client service excellence. This role is hybrid, located in Mount Kisco, NY.