KIS New Accounts Operations Analyst

Location:

Thank you for your interest in our New Accounts Operations Analyst role!

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

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.

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