Investment Associate Centralized Registered

Job Opportunity At Key Investment Services

Location : 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

About The Job (Job Brief) : Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth, and client retention. This individual would be a primary contact for clients when their licensed representative is unavailable and assist in building customer loyalty and taking responsibility for customer satisfaction.

Essential Job Functions :

• Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and the sales force, timely and with a high degree of accuracy.
• Follow up on all order executions for payment and remittance as required. Accepting and processing of client account maintenance requests from the sales force and clients. Reviewing client requests, accounts, and determining appropriate resolution. Recognize and report sales opportunities.
• Client contact regarding Required Minimum Distributions. Develop and maintain strong working relationships with clients, sales force, and team members.

Marginal or Peripheral Functions :

Required Qualifications :

Compensation and Benefits : 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.