License Investment Associate

GENERAL SUMMARY

 

The Investment Associate will support the Financial Advisors in the following areas:

 

· Customer service duties, assisting in daily office operations including assisting with customer accounts, researching problems, preparing and editing correspondence, record keeping, posting and order entry, and heavy client contact.  Create & 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.

· Investment Associates are expected to follow the Key Values and Key Difference standards to create the distinctive Key experience for their clients

· Create and distribute letters on product promotions Assisting 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, bio’s, etc.

 

TECHNICAL CAPABILITES

· 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

· Client focus

· Ability to work as a team member

· REQUIRED: NASD Series 7

· 66 licenses; Life & Health Insurance licenses a plus

 

COMPETENCIES FOR SUCCESS

· Listening beyond needs

· Understanding financial impact

· Orchestrating resources

· Consultative problem solving

· Excellent verbal and written communication skills

· Sense of Urgency

· Proactive

 

Interested applicants must apply at key.com/careers.  Please reference PS223830 when applying online.  If you desire further information, you may sumbit your resume for review to Robin_E_Kaness@keybank.com .  Thank you.