Wealth Market Sales & Operations Specialist

KeyBank; Brooklyn (OH); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation including production and commission

Flexible work options when applicable

Job summary

KeyBank in Brooklyn, Ohio is seeking a Wealth Market Associate to provide operational support for Wealth Market Leaders and their advisor teams. This role is essential for ensuring effective service delivery within the Wealth Market segment.

The ideal candidate will have a high school diploma, with a preferred bachelor's degree, and at least 3 years of relevant brokerage firm support experience. A commitment to organizational excellence and strong communication skills is essential.

Qualifications

• 3+ years experience in a brokerage or bank based brokerage firm support role.
• Strong ability to manage multiple priorities in a fast-paced environment.
• Ability to assimilate and use various programs and processes efficiently.

Responsibilities

• Provide operational support for Wealth Market Leaders and advisor teams.
• Maintain monthly sales production reports.
• Assist in onboarding new hires.
• Coordinate client events.
• Manage day-to-day office support for WMLs.

Skills

Organizational skills

Verbal communication

Written communication

Proficiency in Microsoft Office

Flexibility and diplomacy

Education

High School Diploma

Bachelor’s Degree

Job description

KeyBank in Brooklyn, Ohio is seeking a Wealth Market Associate to provide operational support for Wealth Market Leaders and their advisor teams. This role is essential for ensuring effective service delivery within the Wealth Market segment.

The ideal candidate will have a high school diploma, with a preferred bachelor's degree, and at least 3 years of relevant brokerage firm support experience. A commitment to organizational excellence and strong communication skills is essential.