Location:

1301 Avenue of the Americas - New York, New York 10019

Sr. Sales Assistants are focused on client service, and are responsible for monitoring and ensuring that all trades conducted by Fixed Income traders settle smoothly, and keeping track of failed trades so that they can settle in a timely manner.  Sales Assistants also complete account maintenance work, including opening new accounts, updating account information and following up on required documentation.

This will be an office-based role with the ability to work from home 1-2 days per week. Subject to change.

ESSENTIAL JOB FUNCTIONS

Ensures that all Fixed Income trades settle smoothlyEnsures they are correct before the settlement dateChecks trades daily to make sure they settleContacts clients on the same day of trade by 2:00 pm if they are failing to deliverKeeps track of failed trades and works to get them settled in a timely mannerWorks with clients and back office on trade problems (DK’s (Don’t Knows), money differences, etc.)Notifies clients of good failsMaintains client accountsOpens new accounts on NetX (back-office system)Sets up accounts on BloombergFollows up on paperwork if notified by New Accounts DepartmentUpdates account information when notified by clientKeeps money manager information current in files, on NetX and on Bloomberg set-upKeeps up with Customer Identification Program (CIP) and Risk Survey Questionnaire (RSQ) requirements and procedures from Internal ComplianceAssists sales team with administrative tasksHelps with bids, offers or orders via phone or Bloomberg when salespeople are awayProcesses requests for letters, sending out informationMakes travel arrangementsCompletes expense reportsProvides customer serviceAnswers phonesProcesses client requests for information: confirms, annual reports, prospectuses, etc.Enters trades in various systems like Bloomberg

REQUIRED QUALIFICATIONS

Works well in team environmentMust be in the office by 8:00am and work until 5:00pm ESTSeries 7, 63 licensed (or ability to obtain within 6 months)Ability to work under pressure and to strict deadlinesExcellent attention to detail with the ability to multi-taskExcellent written and verbal communication skills

EQUIPMENT USED/PHYSICAL REQUIREMENTS

Bloomberg and Fixed Income specific software applications

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $35.00 to $43. per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

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

Job Posting Expiration Date: 10/04/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

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.