Investment Associate

KeyBank is seeking an ambitious and self-driven individual to join our team as an Investment Associate. This is an exciting opportunity to join a leading financial services organization and make an impact on our customers’ lives. The ideal candidate for this position has a Bachelor’s degree in Business Administration, Economics, Finance, or a related field and a minimum of two years of experience in the financial services industry. The Investment Associate must also possess a working knowledge of financial products, services, and regulations. The successful candidate will be a strong communicator, with excellent interpersonal and customer service skills, as well as the ability to build relationships with clients and colleagues. The ideal candidate will also have a strong understanding of the markets and the wider investment industry, and have a hunger for success. The successful candidate will be highly organized and have an eye for detail to ensure all customer needs are met. If you have the qualifications, passion, and drive to take on this role, we would love to hear from you.

Responsibilities:

1. Provide timely and accurate advice to clients regarding investment options, financial products, and services.
2. Monitor the market and the wider investment industry to remain up to date on developments and trends.
3. Develop and maintain relationships with clients to ensure their needs are met.
4. Manage account portfolios for clients and review them for accuracy.
5. Prepare and present reports and presentations to clients on the performance and risk of their investments.
6. Ensure compliance with company and regulatory policies and procedures.
7. Analyze financial data to identify and assess potential investment opportunities.
8. Provide superior customer service to ensure customer satisfaction.
9. Collaborate with teams in other departments to ensure customer needs are met.
10. Maintain accurate and up-to-date records of all clients and their investments.

According to JobzMall, the average salary range for a Investment Associate in Akron, OH, USA is $59,000 to $99,000. This salary range is dependent on the individual's qualifications and experience.

KeyBank, the primary subsidiary of KeyCorp, is an American regional bank headquartered in Cleveland, Ohio, and is the only major bank based in Cleveland. KeyBank is one of the largest banks in the United States. Key's customer base spans retail, small business, corporate, commercial, and investment clients.