Analyst III - Investment Operations in Brooklyn, OH at Key Bank- Corporate

Date Posted: 10/16/2019

Job Snapshot

  • Employee Type:
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Job Brief: This position is responsible for the operational support and service of Key Investment Services retirement brokerage accounts. Position involves daily high-volume transaction processing along with meeting multiple daily processing deadlines while also providing customer service support to our Financial Advisors and other internal banking and brokerage partners.

Essential Job Functions:
  • Emphasis on processing contributions, distributions, Roth Conversions, Recharacterizations, transfers due to death or divorce of retirement plan owners and other miscellaneous movements of Retirement plan assets.
  • Providing customer service support via incoming phone, fax and emails from KIS Financial Advisors, Licensed Relationship Managers and other internal banking and brokerage partners.
  • Understanding of the various types of retirement accounts as well as the unique transaction types in each of the different types of retirement plans.
  • Understanding of basic IRS rules pertaining to contributing to and taking distributions from Retirement Plans.
  • Manual calculation of Required Minimum Distributions (RMD) and Net Income Attributable (NIA)
  • Assessment and review of incoming documentation and forms.
  • Consistently contacting and communicating NIGO situations to Financial Advisors and guiding them through a resolution.
  • Work closely with internal Key Investment Services Operations departments who have a unique roll in the support of Retirement plan accounts.

Marginal Job Functions:
  • Each specialist should be able to work independently while recognizing that each team member is dependent on the workflow and productivity of all other team members.
  • Each Analyst should be able prioritize and adapt resources during times of higher volume or when covering for an absent team member.
  • Continued education of Retirement plan products, complex tax reporting and changing regulatory environment.
  • Good listening skills, speaks effectively, uses diplomacy and tact when working through challenging situations and when delivering information that may not be favorable to the recipient of the information.
  • Provide project support duties as assigned by management.
  • Make informed decisions and independent judgment/decisions.
  • Ability to recognize and escalate risk.
Required Skills:
  • Bachelor’s Degree or 3- 5 years of experience in Brokerage Operations environment or Retirement plan operations.
  • Strong professional written and verbal communication.
  • Strong customer Service skills.
  • Excellent time management skills.
  • Ability to multi-task, prioritize work and meet established deadlines with limited supervision.
  • Demonstrate detail orientation, precision and exactness.
  • Strong personal Computer skills with proficiency in Microsoft Excel and Word.
Preferred Skills:
  • Exhibit a proactive nature and approach to learning, problem identification and resolution.
  • Self-motivated with a desire to be successful.
  • Positive attitude, team player, cooperative, mature.
  • Well organized with the ability to multitask.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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, disability, or veteran status.


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