Talent.com
KeyCorp
KIS New Accounts Operations AnalystKeyCorp • Cleveland, OH, United States
No longer accepting applications
KIS New Accounts Operations Analyst

KIS New Accounts Operations Analyst

KeyCorp • Cleveland, OH, United States
23 days ago
Salary
$48,000.00–$72,000.00 yearly
Job type
  • Full-time
Job description

New Accounts Operations Analyst

Location: 4900 Tiedeman Road, Brooklyn Ohio

This position does require you to be on site (4910 Tiedeman Road, Brooklyn OH campus) each Monday and Tuesday with the remainder of the week working fully remote.

Office Hours: 8 am EST - 5pm EST

This role provides back-office support for the Key Investment Services sales force with the opening and maintenance of new accounts. Position involves working closely with other back-office departments.

Essential Job Functions

  • Review new account paperwork for accuracy and completeness
  • Review and process account maintenance requests in a timely manner
  • Assist with esignature questions related to new account documents
  • Respond to incoming phone calls and emails from financial advisors
  • Document and maintain department procedures
  • Research and resolve inquiries and problems as needed
  • Understand regulatory requirements as related to back-office brokerage functions
  • Look for continuous improvement approaches where appropriate; assessing processes and making recommendations for improvements
  • Follow established procedures for compliance with Anti-Money Laundering and Patriot Act regulations
  • Make quality decisions that sometimes come with incomplete or ambiguous information and under tight deadlines/pressure
  • Prioritize workloads and issues while working independently with minimal supervision.
  • Comprehensive understanding of risks and controls
  • Ad hoc project involvement and/or assignments from management

Required Qualifications

  • College degree or 3-5 years banking or brokerage experience
  • Ability to recognize and understand client issues and develop appropriate responses and solutions
  • Self-motivated, flexible, and adaptable with the ability to handle changing priorities to support the team as needed
  • Excellent organizational skills and strong attention to detail
  • Strong written and verbal communication skills

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually. 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 eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

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 HR_Compliance@keybank.com.

Create a job alert for this search

KIS New Accounts Operations Analyst • Cleveland, OH, United States

Similar jobs

Senior Manager, Finance & Accounting Operations Lead

AccentureCleveland, OH, United States
Full-time

Are you ready to lead transformative initiatives in Finance and Accounting? We are seeking an experienced Operations Client Lead who is passionate about driving innovation and shaping business stra... Show more

 • Promoted

Carrier Analyst & Operations Sourcing (2 Openings)

AirgasIndependence, OH, United States
Full-time

R10086671 Carrier Analyst & Operations Sourcing (2 Openings) (Open)Location:Independence, OH - Rockside Woods Blvd - Management - AMG-CorpHow will you CONTRIBUTE and GROW?We are committed to bu... Show more

 • Promoted

Clinical Contracts Analyst (Remote US)

TeleflexCleveland, OH, United States
Remote
Full-time

Clinical Contracts Analyst (Remote US)The Clinical Contracts Analyst will develop and negotiate contracts and budgets associated with clinical trials, ensure contracts comply with regulations, mana... Show more

 • Promoted

Sale and Operations Support

Accuserve SolutionsCleveland, OH, United States
Full-time +1

Sales And Operations SupportThe sales and operations support is the primary point of contact for customer communication throughout the project lifecycle.This role is essential for delivering except... Show more

 • Promoted

Senior Account Operations Coordinator (OCS)

Accredited LabsCleveland, OH, United States
Full-time

OCS Technologies, an Accredited Labs company, are seeking a highly organized, detail-driven, and customer-focused professional to support one of our largest and most strategic enterprise customers.... Show more

 • Promoted

Recruiting Operations and Onboarding Specialist

Arrow International, Inc.Cleveland, OH, United States
Full-time

Join the Fun at Arrow International!.Arrow International is the world's #1 maker of charitable gaming products, from pull tabs and bingo paper to cutting-edge electronic gaming systems.Our products... Show more

 • Promoted

Operations Analyst Senior - PNC Wealth Management

AzloCleveland, OH, United States
Full-time +1

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work t... Show more

 • Promoted

Operations & Delivery Lead

Fox Point RecruitmentCleveland, OH, United States
Full-time

A growing, purpose-driven digital agency is seeking an Operations & Delivery Lead to serve as a key leader responsible for ensuring client work is delivered on time, within budget, and at a high le... Show more

 • Promoted

Cloud Ops Engineer (REMOTE)

Signet JewelersAkron, OH, United States
Remote
Full-time

Position Summary:The Cloud Ops Engineer is responsible for automating and supporting undifferentiated functionality associated with all AWS accounts using AWS Cloud Development Kit (CDK).This role ... Show more

 • Promoted

Operations/Distribution Manager [Management Consultant]

DB&A - DeWolff, Boberg & Associates, IncAkron, OH, United States
Full-time

With over 35 years of cross-industry management consulting experience, DeWolff, Boberg & Associates has successfully provided services to a variety of clients worldwide and has conducted over 700 p... Show more

 • Promoted

Remote Financial Analyst

Micro1South Euclid, Ohio, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Business Analyst - Enterprise Solutions

SamprasoftCleveland, OH, United States
Full-time

Business Analyst/Project Manager.Responsible for functional business analysis, requirements definition, and validation for IT projects.Functions in the Business Analyst role on assigned projects to... Show more

 • Promoted

National Account Operations Manager

Pleasant Valley CorporationAkron, OH, United States
Full-time

National Accounts Operations Manager.Join one of the nation's rapidly expanding leaders in Commercial Construction and Facility Management!.PLEASANT VALLEY CORPORATION, a successful and stable, fam... Show more

 • Promoted

Sales & Operations Manager

Arco Home ServicesBedford, OH, United States
Full-time

At Arco Home Services, we take pride in delivering top-tier residential plumbing, heating, cooling, and electrical services.With decades of experience and a commitment to exceptional customer care,... Show more

 • Promoted

Business Analyst- Akron, OH

StaffingAkron, OH, United States
Full-time

Location: Akron, OH Rate: DOE $/Yr.Position Type: Full Time Interview Process: Phone Followed by F2F.US Citizen, Green Card and GC EAD.Bachelor's degree Minimum of 4 years business analysis experi... Show more

 • Promoted

Claims Analyst

Confident Staff SolutionsCleveland, OH, United States
Full-time

Confident Staff Solutions is a leading staffing agency in the healthcare industry, specializing in providing top talent to healthcare organizations across the country.Our team is dedicated to helpi... Show more

 • Promoted

Business System Analyst

Jconnect Infotech IncCleveland, OH, United States
Full-time

Business Analysis & Requirements Management.Elicit, analyze, validate, and document business requirements from stakeholders.Create and maintain comprehensive Business Requirement Documents (BRDs) a... Show more

 • Promoted

Treasury Operations Manager

CrossCountry MortgageCleveland, OH, United States
Full-time

Treasury Operations ManagerCrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans a... Show more

 • Promoted

Senior Analyst

IRG Realty Advisors, LLCRichfield, OH, United States
Full-time

The Senior Analyst will support the REIT's investment, asset management, financial planning, capital markets, and investor relations functions through sophisticated financial analysis, portfolio re... Show more

 • Promoted

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiEuclid, OH, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more