Job Description

Location:

23 Water Street Bangor Maine

Job Summary
Within the Key Investment Services business this individual is responsible for assisting the Key Investment Services Sales Force in achieving sales goals customer service business growth and client retention. This person will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients.

Responsibilities

• Provide support to the Private Client Advisors.
• Customer service duties assist in daily office operations including: assisting with obtaining new account and customer maintenance forms establishing new accounts customer account servicing processing estate account requests researching problems preparing and editing correspondence obtaining proper approval on correspondence record keeping heavy order entry and client contact.
• Solid base knowledge of Retirement accounts including distributions and Required Minimum Distribution calculations.
• Follow up on client service activities and Advisors requests.
• Create and manage the client database: address contact info type of client (investor credit etc.) and use this to create mailing database for sending out value added material invitations to events follow up phone calls etc.
• Help make and schedule appointments. Expected to participate in sales support activities such as weekly teleconferences monthly sales unit meetings manager coaching sessions etc. and to attend additional product and process training as available. Create obtain proper approval and distribute letters on product promotions.
• Assist as needed with coordinate marketing events seminars and presentations for client/prospects - including booking location client/prospect list mailing invitations refreshments presentation material and equipment.
• Create/assist in production and distribution for newsletters bios etc. Additional Licensed IA functions: Process annuity and 1035 exchange paperwork place all trades for Financial Advisors money movements trade logs and check receipts and security receipts.
• Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key.

Education Qualifications

• High School Diploma (required)

Experience Qualifications

• Minimum of 1 year of experience in brokerage or financial services (required)

Licenses and Certifications

• FINRA License S7 within 120 Days (required)
• FINRA License S63 within 120 Days (required)

Tactical Skills

• Working knowledge of investment products.
• Demonstrated excellent organizational skills and a strong attention to detail.
• Strong written and verbal communication.
• Excellent computer skills: Word Excel Power Point email internet savvy etc.
• Quickly gain broad knowledge of clients and their needs.
• Demonstrated ability to develop trusted advisor relationships.
• Strong customer service and analytical skills.
• Ability to work as a team member.
• Ability to use applicable equipment which may include: PC Microsoft Office (including Word Excel etc.) Desktop etc.

Personal Skills

• Critical Thinking: The ability to identify issues communicate them and explain the characteristics and steps in effective decision-making
• Problem Solving: Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solving
• Resilience: The ability to view problems and challenges as opportunities to grow personally and professionally
• Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals
• Adaptability: Understands that change is inevitable and seeks value in new ways of doing things while coping with day-to-day frustrations adversities and uncertainties related to change

Practical Skills

• Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations
• Data Analysis: Demonstrates a basic understanding of the concepts underlying data analytics and lists the major sources for collecting data and conducting data analysis
• Oral & Written Communication: Demonstrates the ability to speak write and present in a way that effectively conveys the intended message to an audience
• Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
• Systems Thinking: Analyzes the dynamics of a system to determine key characteristics properties and functions; surfaces problems within systems and searches for root causes while leveraging a foundational knowledge of continuous improvement

Core Competencies

• All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting ability to communicate face to face in person or on the phone with teammates and clients frequent use of PC/laptop occasional lifting/pushing/pulling of backpacks computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $22.12 - $33.65 per hour. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.

This position is eligible to earn a base hourly rate in the range of $22.00 to $30.00 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 12/12/2025 KeyCorp is an Equal Opportunity Employer committed to 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 age genetic information pregnancy disability veteran status or any other characteristic protected by law.

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

# LI-Remote

Required Experience:

IC

Job Tags

Hourly pay, Full time, Temporary work, Work at office, Remote work, Flexible hours,

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