Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank providing capital markets and advisory solutions to institutional clients. Th…
Skills: Fixed Income Trade Lifecycle, Trade Settlement, Bloomberg, Client Account Maintenance, CIP and DARQ Procedures
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$25/hr–$38/hr
Full-time
high school, bachelor degree
Posted 17d ago
Apply by Oct 1
~40 hrs/week
Responsibilities
Support the fixed income sales and trading team by ensuring smooth trade settlement and maintaining client accounts. Provide high-quality administrative support, including managing travel, expenses, and client documentation.
Requirements
Requires a high school diploma and 3+ years of relevant financial services experience, with a bachelor's degree preferred. Must obtain FINRA S7 and S63 licenses within 180 days of hire.
Full job description
Location:
1301 Avenue of the Americas, New York New York
Job Summary 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. This role requires strong attention to detail, effective communication, and the ability to manage multiple responsibilities in a fast-paced environment.
Essential Functions
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.
Education
High School Diploma (required)
Bachelor's Degree or equivalent experience (preferred)
Work Experience
3+ years of relevant experience in financial services or trading support. (preferred)
Experience working in a fast-paced, deadline-driven environment. (required)
Strong attention to detail and ability to manage multiple priorities. (required)
Licenses and Certifications
FINRA License S7 within 180 Days (required)
FINRA License S63 within 180 Days (required)
Skills
Deep understanding of fixed income trade lifecycle and settlement processes.
Strong interpersonal skills and responsiveness to client needs.
Demonstrates awareness of operational and compliance risks and takes proactive steps to mitigate them.
Works effectively with internal partners including traders, salespeople, and operations.
Excellent written and verbal communication skills, including client-facing interactions.
Ability to resolve trade discrepancies and account issues efficiently.
Capable of managing multiple responsibilities and meeting deadlines in a high-volume environment.
Skilled in Bloomberg, Microsoft Office Suite, and trading platforms.
Understands market dynamics and how they impact trade execution and client portfolios.
Familiar with risk controls and procedures related to trade settlement and client onboarding.
Knowledge of compliance requirements including CIP, DARQ, and documentation standards.
Awareness of account structures and operational workflows in institutional finance.
Experienced in managing travel, expenses, and internal reporting for sales teams.
Capable of preparing and delivering clear, professional materials for internal and client use.
Self-starter with the ability to take initiative and work with minimal supervision.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Work Location Category
Hybrid (4+ days in office)
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 10/01/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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.
For every financial need, we'll meet you in the moment. KeyBank Opens Doors.
Industry
Banking
Company size
10,001+ employees
Headquarters
Cleveland , Ohio
LinkedIn followers
133,713
Total funding
$3.3B
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.
Offices: 127 Public Square, Cleveland , Ohio 44114, US
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