KIS New Accounts Operations Analyst

Essential Job Functions

• Review new account paperwork for accuracy and completeness
• Review and process account maintenance requests in a timely manner
• Aid with esignature questions related to new account documents
• Respond to incoming phone calls and emails from financial advisors
• Document and maintain department procedures
• Research and resolve inquiries and problems as needed
• Understand regulatory requirements as related to back-office brokerage functions
• Look for continuous improvement approaches where appropriate; assess processes and make recommendations for improvements
• Follow established procedures for compliance with Anti-Money Laundering and Patriot Act regulations
• Make quality decisions that sometimes come with incomplete or ambiguous information and under tight deadlines/pressure
• Prioritize workloads and issues while working independently with minimal supervision
• Have a comprehensive understanding of risks and controls
• Occasionally involved in ad hoc projects and/or assignments from management

Required Qualifications

• College degree or 3-5 years banking or brokerage experience
• Ability to recognize and understand client issues and develop appropriate responses and solutions
• Self-motivated, flexible, and adaptable with the ability to handle changing priorities to support the team as needed
• Excellent organizational skills and strong attention to detail
• Strong written and verbal communication skills

Compensation And Benefits

This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually. 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 eligibility for 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

07/10/2026

About the Role

This position does require you to be on site (4910 Tiedeman Road, Brooklyn OH campus) each Monday and Tuesday with the remainder of the week working fully remote. Office Hours: 8 am EST - 5pm EST

Schedule

Full-time, 40 hours per week, with flexibility to work remotely

Benefits

This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually. 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 eligibility for 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.

Pay

This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually. 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 eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.