Tax Analyst Associate
First American
Investment Associate
KeyBank
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado, Idaho, Ohio, Oregon, Washington
Visit company websiteSalary
💰 $22 - $30 per hour
Job Level
JuniorMid-Level
About the role
- Assist the KIS Sales Force in achieving sales goals, customer service, business growth and client retention
- Serve as primary contact for clients when their licensed representative is unavailable
- Accept and process heavy trade volume requests from clients and sales force with timeliness and high accuracy
- Follow up on all order executions for payment and remittance as required
- Accept and process client account maintenance requests from the sales force and clients
- Review client requests, accounts and determine appropriate resolution
- Recognize and report sales opportunities
- Client contact regarding Required Minimum Distributions (RMDs)
- Develop and maintain strong working relationship with clients, sales force and team members
- Perform marketing-related activities to promote business growth
- Contact KIS clients for review of accounts and issue resolution
- Cross train and back up on various functions within the Service and Support teams
- Participate in project involvement and/or assignments from management as required
Requirements
- High School Degree or equivalent required
- College Degree in Business or Finance preferred
- Industry experience including but not limited to Corporate actions, 1099, statement and cost basis research, collections, New Account Process, Legal and Annuity documentation requirements
- Retirement accounts experience including contribution, distributions, and RMD calculations
- Knowledge of Securities, Bonds, Annuity and Mutual Fund classes and fee structures
- Series 7 and Series 63 required
- Life & Health insurance license and Series 66 preferred
- Strong written and verbal communication
- Excellent customer service and analytical skills
- Ability to recognize and understand client issues and develop appropriate responses and solutions
- Demonstrate excellent organizational skills and a strong attention to detail
