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Investment Associate, FINRA Registered at KeyBank - ApplyBlast

Investment Associate, FINRA Registered

KeyBank

4 months ago

3.6 on Glassdoor

Amherst, NY

Hybrid

Full Time

Junior

0 applicants

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About this role

The Retail Investment Associate supports KeyBank's Key Investment Services Sales Force by acting as an initial contact for client sales, services, and retention. Responsibilities include managing client databases, coordinating marketing events, processing estate accounts, and providing administrative support to Private Client Advisors while maintaining detailed records.

Responsibilities

Provide support to Private Client Advisors and handle client inquiries
Maintain client databases and develop mailing lists for marketing initiatives
Process estate account requests and obtain necessary approvals
Coordinate marketing events, seminars, and client presentations
Assist in distributing newsletters and other financial marketing materials

Skills

Qualifications

High School DiplomaFINRA License S6FINRA License S63FINRA Security Industry Essentials

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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