Senior Sales Support Assistant, Fixed Income, Cleveland

Location:

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, Pershing, 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.

Travel

• Occasional travel to include overnight stay.

Work Location Category

• Hybrid (Sales)

COMPENSATION AND BENEFITS

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.

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.

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