Operations Analyst - KIS - Transfers and Investment Processes

Location:

This role is a hybrid role - 2- days in office in our Tiedeman location and 3 days work from home.

Job Brief:

Provide back office support across multiple functions in the day to day operations of Key Investment Services.  Position involves working with Private Client Advisors and Private Client Bankers in the field, along with other back office teams within Key Investment Services. 

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:

• 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.
• Desire to learn and share knowledge with others on the team.
• Consistent progress in cross training initiatives
• Take ownership and provide complete follow-up with assigned tasks.

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

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.  As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.