Senior Sales Assistant, Fixed Income, New York

About the position

The Senior Sales Assistant for Fixed Income at KeyBank is primarily focused on providing exceptional client service by ensuring the smooth settlement of trades conducted by Fixed Income traders. This role involves monitoring trade settlements, managing account maintenance tasks, and assisting the sales team with various administrative duties. The position allows for remote work 1-2 days per week, making it a flexible office-based role.

Responsibilities

• Ensures that all Fixed Income trades settle smoothly and correctly before the settlement date.
• Checks trades daily to ensure they settle on time.
• Contacts clients on the same day of trade by 2:00 pm if they are failing to deliver.
• Keeps track of failed trades and works to get them settled in a timely manner.
• Works with clients and back office on trade problems (DK's, money differences, etc.).
• Notifies clients of good fails.
• Maintains client accounts and opens new accounts on NetX (back-office system).
• Sets up accounts on Bloomberg.
• Follows up on paperwork if notified by Accounts Department.
• Updates account information when notified by client.
• Keeps money manager information current in files, on NetX and on Bloomberg set-up.
• Keeps up with Customer Identification Program (CIP) and Risk Survey Questionnaire (RSQ) requirements and procedures from Internal Compliance.
• Assists sales team with administrative tasks.
• Helps with bids, offers or orders via phone or Bloomberg when salespeople are away.
• Processes requests for letters and sends out information.
• Makes travel arrangements and completes expense reports.
• Provides customer service and answers phones.
• Processes client requests for information: confirms, annual reports, prospectuses, etc.
• Enters trades in various systems like Bloomberg.

Requirements

• Works well in a team environment.
• Must be in the office by 8:00 am and work until 5:00 pm EST.
• Series 7, 63 licensed (or ability to obtain within 6 months).
• Ability to work under pressure and to strict deadlines.
• Excellent attention to detail with the ability to multi-task.
• Excellent written and verbal communication skills.

Benefits

• Base hourly rate in the range of $35.00 to $43.00 per hour depending on location and experience.
• Short-term incentive compensation subject to individual and company performance.