Investment Associate, Finra Registered

KeyCorp

Brooklyn, Ohio, US
Base: $23.08 - $34.62 ph; bonus/equity: incentive ...
Hybrid
High degree of accuracy in trade processing
Client contact regarding rmds
Strong written and verbal communication skills
This individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention

Job Summary

  • This individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.
  • Primary job functions include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force.
  • The position is eligible to earn a base hourly rate in the range of $23.08 - $34.62 per hour plus incentive compensation.

Matching Summary

This individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.

Salary

Base: $23.08 - $34.62 per hour; Bonus/Equity: Incentive compensation including production, commission, and/or discretionary incentives; Benefits: Eligible for company benefits list

Skills & Requirements

Must-have

  • High degree of accuracy in trade processing
  • Client contact regarding RMDs
  • Strong written and verbal communication skills

Nice-to-have

  • Ability to recognize sales opportunities
  • Cross training on various service functions
  • Project involvement from management

Key Requirements

  • Series 7 and Series 63 required
  • High School Degree or equivalent required
  • Life & Health insurance licenses preferred
  • Series 66 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter