Investment Associate, FINRA Registered

A minimum of 1-year experience in brokerage or financial services (required)

Investment Knowledge: Working knowledge of investment products and ability to explain options clearly to clients.

Client Insight: Ability to quickly gain a broad understanding of clients and their needs.

Relationship Building: Proven ability to develop and maintain trusted relationships with clients.

Customer Service & Analysis: Strong customer service orientation combined with analytical skills to resolve issues and identify solutions.

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

This 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.

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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: 08/31/2026

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.

Within 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.

Provide support to the Private Client Advisors.

Perform 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.

Follow up on client service activities and Advisor requests.

Create 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.