Account Transfer Analyst, Wealth Services

Location:

4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

Qualified candidates must report to the office 2 days per week at the Brooklyn, OH (Tiedeman) location.

ABOUT THE JOB (JOB BRIEF)

The Asset Collection team supports Key PrivateBank Wealth Management in transferring client accounts and assets from external parties into new and existing Key PrivateBank trust and custody accounts.  They are responsible for coordinating the collection of assets as instructed by the Trust Administrator. The team ensures that assets are received as expected and that transactions are properly posted to the account to reflect the receipt of those assets and the correct taxlots. 

ESSENTIAL JOB FUNCTIONS

• Analyze and coordinate the collection of assets for new and existing Key PrivateBank trust and custody accounts. 
• Analyze financial statements to determine security types involved and appropriate means to initiate and transfer the account.
• Communicate transfer status updates to the Line of Business at appropriate times.
• Research any transaction rejects or depository position differences.  Resolve timely and escalate when appropriate.
• According to department procedure and in accordance with Service Level Agreements, proficiently complete all Asset Collection Document Prep requests and Asset Collections.
• Construct appropriate and professional communications to business partners and external parties.  Communications may be oral or written and must reflect positively on Key.
• Understand and develop knowledge of and relationship with counterparties.
• Create partnership with the Line of Business to facilitate an excellent client experience.
• Meet performance objectives for accuracy and timeliness in completing actions. 
• Successfully prioritize workload of various types of activities with varying service level agreements.
• Actively participate in department projects and efforts to increase efficiency and improve service.
• Contribute ideas for process and service improvement appropriately.
• Review and revise written procedures.

REQUIRED QUALIFICATIONS

• Four-year degree in Business or Finance OR equivalent work experience.
• Excellent verbal and written communication skills.
• Ability to work independently with limited supervision.
• Proven experience and success in a team environment.
• Proven problem resolution skills.
• Excellent organizational skills.  Ability to manage multiple priorities.
• Proven ability to demonstrate the Key Values.
• Ability to learn detailed processes quickly.
• Strong peer leadership skills.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 09/13/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.