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Operations Analyst in Brooklyn, OH at KeyBank

Date Posted: 2/26/2021

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Date Posted:
    2/26/2021

Job Description

ABOUT THE JOB

Ensure the accuracy of fees established for new accounts and maintenance for existing accounts in the system. Ensure timeliness of the client billing process.
Revenue Administration supports the fee process for the 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, calculation and collections.
  • 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.
  • Audit fee information for the set up of new accounts and maintenance of existing accounts for large and/or sensitive clients.
  • Process a variety of fees such as special, miscellaneous, distributions, final and closing fees, as well as reversals and reimbursements.
  • Complete calculations for manual fees.
  • Research and resolve billing inquiries for clients.
  • Develop ad hoc reports as needed.
  • Document processes performed into written procedures and guidelines.
  • Construct appropriate and professional communications to trust officers, client managers and/or clients as required by established procedures. Communications may be oral or written and must reflect positively on Key.
  • Provide excellent service to trust officers/associates, client managers and/or clients in completing all processes.
  • Contribute ideas for improvement appropriately. Participate in and lead small department initiatives to increase efficiency and improve service.
  • Manage time effectively and balance workload to meet required deadlines by exhibiting the ability to multitask and refocus on numerous processes simultaneously.

REQUIRED QUALIFICATIONS
  • Four year degree in Business or Finance or equivalent work experience.
  • Prior experience with investment management, trust or trust operations preferred.
  • Excellent verbal and written communication skills.
  • Proven analytical and quantitative ability.
  • Knowledge of Excel, QMF, and/or databases.
  • Knowledge of Global Plus and Global Office systems preferred.
  • Proven experience and success in a team environment.
  • Proven problem resolution skills.
  • Excellent organizational skills. Ability to manage multiple priorities.
  • Proven ability to demonstrate the Key Values.
  • Ability to learn detailed processes quickly and function independently with limited supervision.
  • Strong peer leadership skills


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.

46098BR

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