Apply on Employer Site

KeyBank · 1 day ago

Senior Sales Support Assistant, Fixed Income, Cleveland

Cleveland, OH

Full-time

Hybrid

Mid, Senior Level

$24.52/hr - $37.50/hr

3+ years exp

KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank providing capital markets and advisory solutions to institutional clients. The Senior Sales Support Assistant – Fixed Income plays a critical role in supporting the fixed income sales and trading team by ensuring smooth trade settlement, maintaining client accounts, and delivering high-quality administrative and client service support.

Banking

Responsibilities

Monitor and ensure timely settlement of all fixed income trades

Verify trade confirmations and proactively resolve discrepancies with clients and back office

Track and resolve failed trades; notify clients of good fails and delivery issues

Open and maintain client accounts in internal systems and Bloomberg; follow up on required documentation

Update account information and ensure compliance with CIP and DARQ procedures

Assist sales team with bids, offers, and orders via phone or Bloomberg when needed

Process client requests for letters, reports, and investment documentation

Coordinate travel arrangements and complete expense reports for sales team

Monitor commissions and assist with reporting

Respond to client inquiries and provide requested materials such as confirmations and prospectuses

Enter trades into Bloomberg and other internal systems

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

Fixed income trade lifecycleBloombergFINRA License S7FINRA License S63Client service supportMicrosoft Office SuiteAttention to detailCommunication skillsInterpersonal skillsTime managementSelf-starter