KeyCorp

Investment Associate, FINRA Registered

Camillus, NY

Sponsorship not specified$23k-$35kDetected 5 days ago

ExcelCustomer SupportCommunicationCollaborationMentoringPublic SpeakingAdaptabilityOrganizational SkillsMicrosoft Office

About the role

Within the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth, and client retention.
This position will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients.
Follow up on client service activities and Advisor requests.

Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Provide support to the Private Client Advisors.
Assist with scheduling appointments and participate in sales support activities such as weekly teleconferences, monthly sales unit meetings, and manager coaching sessions.
Create, obtain approval for, and distribute letters on product promotions.

Working knowledge of investment products and ability to explain options clearly to clients.
Ability to quickly gain a broad understanding of clients and their needs.
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.
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.

duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
High School Diploma (required)
A minimum of 1-year experience in brokerage or financial services (required)
FINRA License S6 (required)
FINRA License S63 (required)
FINRA Security Industry Essentials (SIE) (required)

Investment Knowledge: Working knowledge of investment products and ability to explain options clearly to clients.
Technical Proficiency: Excellent computer skills, including Microsoft Word, Excel, PowerPoint, email platforms, and internet navigation.
Client Insight: Ability to quickly gain a broad understanding of clients and their needs.
Customer Service & Analysis: Strong customer service orientation combined with analytical skills to resolve issues and identify solutions.
Adaptability: Understands that change is inevitable and seeks value in new ways of doing things
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Strong customer service orientation combined with analytical skills to resolve issues and identify solutions.

for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.

Maintain a solid base knowledge of retirement accounts, including distributions and Required Minimum Distribution (RMD) calculations.
Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 08/31/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.

This listing is sourced directly from KeyCorp's careers page and normalized into a canonical job model.