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KIS New Accounts Operations Analyst at KeyBank - ApplyBlast

KIS New Accounts Operations Analyst

KeyBank

4 months ago

3.6 on Glassdoor

Brooklyn, OH

Hybrid

Full Time

Junior

0 applicants

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About this role

A New Accounts Operations Analyst provides back-office support for Key Investment Services sales forces by opening and maintaining new accounts. The role involves reviewing paperwork for accuracy, processing account requests, responding to inquiries from financial advisors, and ensuring compliance with regulations like Anti-Money Laundering and the Patriot Act.

Responsibilities

Review new account paperwork for accuracy and completeness
Process account maintenance requests in a timely manner
Respond to incoming inquiries from financial advisors
Ensure compliance with Anti-Money Laundering and Patriot Act regulations
Document and maintain department procedures

Skills

Qualifications

College degree

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!