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Investment Associate, FINRA Registered

KeyBank

Amherst, New York, United States Full time July 04, 2026
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Vacancy Description

Location:

4467 Main Street, Amherst New York

Job Summary
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.

Essential Functions

  • 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.
  • Maintain a solid base knowl...

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    Vacancy Details

    Location Amherst, New York
    Country United States
    Type Full time
    Category Financial Specialists
    Posted July 04, 2026

    About KeyBank

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    KeyBank

    Amherst, United States

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