Sr Sales Support Assistant, Fixed Income

KeyBank; New York (NY); Hybrid; USD 71,635,200 - 110,208,000; Full time

Job summary

KeyBank in New York is seeking a Senior Sales Support Assistant - Fixed Income to support the fixed income sales and trading team. You will help ensure timely trade settlement, maintain client accounts, and provide high-quality administrative and client service support in a fast-paced environment.

The role requires strong attention to detail, effective communication, and the ability to manage multiple priorities.

Qualifications

• High school diploma required; bachelor’s degree or equivalent preferred.
• Experience in financial services or trading support is a plus.
• FINRA licenses or willingness to obtain are beneficial.
• Strong attention to detail and client service orientation.

Responsibilities

• Monitor and ensure timely settlement of fixed income trades.
• Verify trade confirmations and resolve discrepancies with clients/back office.
• Track and resolve failed trades; notify clients of issues.
• Open and maintain client accounts in Bloomberg and internal systems.
• Update account information and ensure CIP/DARQ compliance.
• Assist sales with bids, offers, and orders via phone or Bloomberg.
• Process client requests for letters, reports, and investment documentation.
• Coordinate travel arrangements and file expense reports for the sales team.
• Monitor commissions and assist with reporting.
• Respond to client inquiries and provide requested materials.
• Enter trades into Bloomberg and other internal systems.
• Adhere to company policies and procedures.

Skills

Fixed income knowledge

Client service

Attention to detail

Communication

Trade settlement

Bloomberg

Microsoft Office

CIP/DARQ

Cross-functional

Problem solving

Education

High School Diploma

Bachelor's Degree

Tools

Bloomberg

Microsoft Office

Trading platforms

Job description

Location

1301 Avenue of the Americas, New York New York

Job Summary

KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank providing capital markets and advisory solutions to institutional clients. The Senior Sales Support Assistant - Fixed Income plays a critical role in supporting the fixed income sales and trading team by ensuring smooth trade settlement, maintaining client accounts, and delivering high-quality administrative and client service support. This role requires strong attention to detail, effective communication, and the ability to manage multiple responsibilities in a fast-paced environment.

Essential Functions

• Monitor and ensure timely settlement of all fixed income trades.


• Verify trade confirmations and proactively resolve discrepancies with clients and back office.


• Track and resolve failed trades; notify clients of good fails and delivery issues.


• Open and maintain client accounts in internal systems and Bloomberg; follow up on required documentation.


• Update account information and ensure compliance with CIP and DARQ procedures.


• Assist sales team with bids, offers, and orders via phone or Bloomberg when needed.


• Process client requests for letters, reports, and investment documentation.


• Coordinate travel arrangements and complete expense reports for sales team.


• Monitor commissions and assist with reporting.


• Respond to client inquiries and provide requested materials such as confirmations and prospectuses.


• Enter trades into Bloomberg and other internal systems.


• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice


• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

• High School Diploma (required)


• Bachelor's Degree or equivalent experience (preferred)

Work Experience

• 3+ years of relevant experience in financial services or trading support. (preferred)


• Experience working in a fast-paced, deadline-driven environment. (required)


• Strong attention to detail and ability to manage multiple priorities. (required)

Licenses and Certifications

• FINRA License S7 within 180 Days (required)


• FINRA License S63 within 180 Days (required)

Skills

• Deep understanding of fixed income trade lifecycle and settlement processes.


• Strong interpersonal skills and responsiveness to client needs.


• Demonstrates awareness of operational and compliance risks and takes proactive steps to mitigate them.


• Works effectively with internal partners including traders, salespeople, and operations.


• Excellent written and verbal communication skills, including client-facing interactions.


• Ability to resolve trade discrepancies and account issues efficiently.


• Capable of managing multiple responsibilities and meeting deadlines in a high-volume environment.


• Skilled in Bloomberg, Microsoft Office Suite, and trading platforms.


• Understands market dynamics and how they impact trade execution and client portfolios.


• Familiar with risk controls and procedures related to trade settlement and client onboarding.


• Knowledge of compliance requirements including CIP, DARQ, and documentation standards.


• Awareness of account structures and operational workflows in institutional finance.


• Experienced in managing travel, expenses, and internal reporting for sales teams.


• Capable of preparing and delivering clear, professional materials for internal and client use.


• Self-starter with the ability to take initiative and work with minimal supervision.

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Work Location Category

• Hybrid (4+ days in office)

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.

Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].