This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Camillus, NY
nFull time
nR-40831
nLocation:
n5318 West Genesee Street, Camillus New York
nJob Summary
nWithin the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth, and client retention. This position 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.
nEssential Functions
nnnProvide support to the Private Client Advisors.
n
nnPerform customer service duties and assist in daily office operations, including obtaining new account and customer maintenance forms, establishing new accounts, servicing customer accounts, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approvals, maintaining records, performing heavy order entry, and managing client contact.
n
nnMaintain a solid base knowledge of retirement accounts, including distributions and Required Minimum Distribution (RMD) calculations.
n
nnFollow up on client service activities and Advisor requests.
n
nnCreate and manage the client database, including addresses, contact information, and client type (investor, credit, etc.), and use this information to develop mailing lists for value-added materials, event invitations, and follow-up calls.
n
nnAssist with scheduling appointments and participate in sales support activities such as weekly teleconferences, monthly sales unit meetings, and manager coaching sessions. Attend additional product and process training as available. Create, obtain approval for, and distribute letters on product promotions.
n
nnCoordinate marketing events, seminars, and presentations for clients and prospects, including booking locations, preparing client/prospect lists, mailing invitations, arranging refreshments, and organizing presentation materials and equipment.
n
nnAssist in the production and distribution of newsletters, biographies, and other marketing materials.
n
nnAdditional Licensed IA functions: Accept trade instructions from a client or engage with the client specific to suitability.
n
nnPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
n
nnComplies 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 Key’s clients and Key.
n
n nEducation
nnHigh School Diploma (required)
n nWork Experience
nnA minimum of 1-year experience in brokerage or financial services (required)
n nLicenses and Certifications
nnnFINRA License S6 (required)
n
nnFINRA License S63 (required)
n
nnFINRA Security Industry Essentials (SIE) (required)
n
nnFINRA Series 7 and Life Insurance (preferred)
n
n nSkills
nnnInvestment Knowledge: Working knowledge of investment products and ability to explain options clearly to clients.
n
nnOrganization & Detail Orientation: Demonstrated ability to manage multiple priorities with exceptional organizational skills and strong attention to detail.
n
nnCommunication: Strong written and verbal communication skills to effectively interact with clients and team members.
n
nnTechnical Proficiency: Excellent computer skills, including Microsoft Word, Excel, PowerPoint, email platforms, and internet navigation.
n
nnClient Insight: Ability to quickly gain a broad understanding of clients and their needs.
n
nnRelationship Building: Proven ability to develop and maintain trusted relationships with clients.
n
nnCustomer Service & Analysis: Strong customer service orientation combined with analytical skills to resolve issues and identify solutions.
n
nnTeam Collaboration: Ability to work effectively as part of a team to achieve shared goals.
n
nnRisk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
n
nnAdaptability: Understands that change is inevitable and seeks value in new ways of doing things
n
n nCore Competencies
nnAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
n nPhysical Demands
nnGeneral 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.
n nWork Location Category
nnHybrid (3+ days)
n nCOMPENSATION AND BENEFITS
nThis position is eligible to earn a base hourly rate in the range of $23.08 - $34.62 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 which may include production, commission, and/or discretionary incentives.
nPlease click here ( for a list of benefits for which this position is eligible.
nKey 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.
nJob Posting Expiration Date: 09/30/2026
nKeyCorp 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.
nQualified 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
n#LI-Hybrid
nKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.
Worksite address
camillus, NY, 13031, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.