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

Date Posted: 7/9/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    7/9/2019

Job Description

ABOUT THE JOB (JOB BRIEF)
Ensure the accuracy of fees established for new accounts and maintenance for existing accounts in the system. Ensure timeliness of the client billing process. Handle the most complex fee processing including large and/or sensitive client relationships.

Revenue Administration supports the fee process for Key Private Bank and Institutional Asset Services. The department is expected to ensure a high level of client service while also ensuring that risks to the organization are mitigated.
ESSENTIAL JOB FUNCTIONS
  • Demonstrate an understanding of the end-to-end fee process including account setup, maintenance, fee calculation and fee collections.
  • Demonstrate an understanding of the most complex account coding requirements for fees on the Global Plus systems. Interpret account set up instructions to ensure appropriate approval for non-standard fees. Understand possible variations and exceptions to coding based on various account types and non-standard fee schedules.
  • Meet performance objectives for accuracy and timeliness in account coding, fee processing and auditing.
  • Process the department’s program fees including the following products: SMA and EB Platform.
  • Audit fee information for the set-up of new accounts and maintenance of existing accounts for large and/or sensitive clients.
  • Research and resolve fee inquiries for LOB partners and clients.
  • System Balancing, Cash Transfer to GL for Suspense Accounts & GL Rejects
  • Process fee reversals and reimbursements as needed.
  • Provide support to Revenue Specialists with research and resolution to fee problems and entering computation requests.
  • Review Control and/or Maintenance Reports such as Aged Receivables, Accounts without Fees, Fee Deviations, Uncoded, etc.
  • Construct appropriate and professional communications to trust officer, client managers and/or clients as required by established procedures. Communications may be oral or written and must reflect positively on Key.
  • Contribute ideas for improvement appropriately. Participate in and lead small department initiatives to increase efficiency and improve service.
MARGINAL OR PERIPHERAL FUNCTIONS:
  • Research and resolve billing inquiries for clients.
  • Provide backup to analyst in preparation of monthly management or line of business reporting.
  • Develop ad hoc reports as needed.
  • Document processes performed with written procedures and/or Quick Reference Guides.

REQUIRED QUALIFICATIONS
  • Prior experience with investment management, trust or trust operations preferred.
  • Excellent verbal and written communication skills.
  • Strong work ethic. High energy and drive.
  • Proven analytical and quantitative ability.
  • Proven experience and success in a team environment.
  • Proven problem resolution skills.
  • Excellent organizational skills. Ability to manage multiple priorities.
  • Ability to learn detailed processes quickly and function independently with limited supervision.
  • Strong peer leadership skills.
  • Client focused. Demonstrate strong customer service skills.
  • Advanced knowledge of Excel.
  • Knowledge of Global Plus, Global Office and Cognos systems preferred.


FLSA STATUS:Exempt

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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