KIS New Accounts Operations Analyst

Posted 3 Days Ago
Be an Early Applicant
Brooklyn, OH, USA
In-Office
48K-72K Annually
Mid level
Fintech
The Role
Provide back-office support for new account openings and maintenance for Key Investment Services. Review and process paperwork, handle e-signature questions, respond to advisors, ensure regulatory and AML/Patriot Act compliance, document procedures, research and resolve issues, and participate in process improvement and ad-hoc projects.
Summary Generated by Built In

Location:

4900 Tiedeman Road, Brooklyn Ohio

Thank you for your interest in our New Accounts Operations Analyst role!

This position does require you to be on site (4910 Tiedeman Road, Brooklyn OH campus) each Monday and Tuesday with the remainder of the week working fully remote.

Office Hours: 8 am EST - 5pm EST

This role provides back-office support for the Key Investment Services sales force with the opening and maintenance of new accounts.  Position involves working closely with other back-office departments.

Essential Job Functions:

  • Review new account paperwork for accuracy and completeness
  • Review and process account maintenance requests in a timely manner
  • Assist with esignature questions related to new account documents
  • Respond to incoming phone calls and emails from financial advisors
  • Document and maintain department procedures
  • Research and resolve inquiries and problems as needed
  • Understand regulatory requirements as related to back-office brokerage functions
  • Look for continuous improvement approaches where appropriate; assessing processes and making recommendations for improvements
  • Follow established procedures for compliance with Anti-Money Laundering and Patriot Act regulations
  • Make quality decisions that sometimes come with incomplete or ambiguous information and under tight deadlines/pressure 
  • Prioritize workloads and issues while working independently with minimal supervision.
  • Comprehensive understanding of risks and controls
  • Ad hoc project involvement and/or assignments from management

Required Qualifications:

  • College degree or 3-5 years banking or brokerage experience
  • Ability to recognize and understand client issues and develop appropriate responses and solutions
  • Self-motivated, flexible, and adaptable with the ability to handle changing priorities to support the team as needed
  • Excellent organizational skills and strong attention to detail
  • Strong written and verbal communication skills

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually. 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 eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

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: 07/10/2026 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 [email protected].



#LI-Hybrid

Skills Required

  • College degree or 3-5 years banking or brokerage experience
  • Ability to recognize and resolve client issues and develop appropriate solutions
  • Knowledge of regulatory requirements related to back-office brokerage functions
  • Familiarity with Anti-Money Laundering and Patriot Act compliance procedures
  • Excellent organizational skills and strong attention to detail
  • Strong written and verbal communication skills
  • Ability to prioritize workloads and work independently with minimal supervision
  • Comprehensive understanding of risks and controls

KeyBank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KeyBank and has not been reviewed or approved by KeyBank.

  • Retirement Support A dollar-for-dollar 401(k) match up to 7% of eligible pay is positioned as a standout element of the total rewards package. Additional financial programs like discounted stock purchase and banking discounts further strengthen perceived long-term value.
  • Leave & Time Off Breadth A pooled PTO bank with amounts that scale by level and tenure is described as a meaningful benefit and a retention lever. Paid parental leave is also included, adding to the breadth of time-off support.
  • Wellbeing & Lifestyle Benefits Wellness incentives tied to HSA contributions and company-sponsored health and wellbeing programs add tangible non-cash value. A Lifestyle Spending Account and counseling resources expand support beyond traditional medical coverage.

KeyBank Insights

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The Company
Cleveland, OH
16,053 Employees
Year Founded: 1949

What We Do

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

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