Key Investment Services - Processing Support Analyst III in Brooklyn, OH at Key Bank- Corporate

Date Posted: 11/12/2019

Job Snapshot

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

Job Description

Job Brief:
Provide back office support across multiple functions in the day to day operations of Key Investment Services. Position involves working with Financial Advisors and Licensed Relationship Managers in the field, along with other back office teams within the Key.

Essential Job Functions:
  • Process and track both in and outbound account transfers of assets through ACAT and NonACAT systems
  • Debit collection coordination including reconciliations of client accounts
  • Distribution of client assets upon death notification and receipt of proper documentation
  • Processing of written requests from clients. Examples: money movements including Fed Wire, Third Party checks and transfer of client assets to third parties. Including client contact to confirm the validity of the request
  • Communicate and follow up on all items that are not in good order
  • Account restrictions for death notifications and communication to Advisors, Attorneys, and Beneficiaries/Executors
  • Cost basis research and maintenance to client records
  • Prepare client communication and documents for outbound mail per industry regulations
  • Transfer funds to/from KIS/Keybank per Advisor or Service Center requests
  • Monitor Work Basket to complete assigned tasks
  • Form processing per department procedures
  • Maintain centralized department files per industry and audit regulations
  • Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure.
  • Self-motivated, flexible, and adaptable individual with the ability to handle changing priorities to support the team as needed
  • Ability to prioritize workloads and issues while working independently with minimal supervision
Marginal Job Functions:
  • Provide support for the KBCM Settlement team as needed
  • Document and maintain procedures according to process implementation on new systems, including process flows, desktop procedures, and written supervisory procedures.
  • Provide project support duties as assigned by management.
  • Institute continuous improvement approaches where appropriate; assess processes and make recommendations for workflow improvement.
Required Skills:
  • Bachelor’s Degree or 3-5 years of experience in Brokerage Operations environment
  • Strong professional written and verbal communication
  • 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:
  • Process improvement orientated. Ability to identify and implement improvement opportunities.
  • Exhibit a proactive nature and approach to learning, problem identification and resolution
  • Self-motivated with a desire to be successful


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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