Wealth Market Associate

ROBERT R MORRIS • Salt Lake City, UT • 18h ago

Location:

4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

The Wealth Market Associate (WMA) will report directly to the Head of Field Support. The Wealth Market Associate will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region. The WMA is dedicated to the Mass Affluent Market and will act as a trusted team member focusing on day-to-day operational needs of the Wealth Market Leaders and their market sales force. This role will be critical in helping to support a mass affluent segment to our overall delivery model within the Bank.

Responsibilities:

Sales Reporting - maintain monthly snapshot of production reports for each PCA for WML.

Managed Money Annual Review - Download report from Salesforce of Outstanding Annual Reviews that need to be done.

System Acumen - Salesforce, Terrapin, MandO, NetX, Money Guide Pro, Lead Management

New Hire onboarding:

Act as liaison between new hire and back off to obtain information needed for licensing/registration.

Act as liaison between Retail and WML to ensure space/office is available for new hire.

Order computer and work with technology team to ensure timely receipt.

Process requests for phones, email updates, system access and new hire supplies.

Setup new hire onboarding calendar in collaboration with WML

Provide guidance to new PCA during onboarding for the following:

Set up of Key Connect Page with APPs and links.

Set up of WebEx, Microsoft Teams, Voicemail, Outlook Signature and obtaining a new Biscom Fax line.

Overview of all systems utilized within their day-to-day activities.

Review "HOT" Files for compliance that need to be set up.

Book of Business

Download a list of accounts out of NetX for each branch within new territory.

Separate list into files for review - closed accounts, pending close accounts, active accounts, $0 Balance accounts.

Review files with WML and send instructions to current PCA for review/return.

Review returned files, process book movements.

PCA introduction Letter (if applicable)

Compose Letter for review / approval by WML / CSG / Compliance

Assist in obtaining mailing list for review / approval.

Assist with mail merge / mailing where needed.

Offboarding for termed employees:

Pull BOB from NetX for Retention and Calling Purposes and future movement to temporary or permanent coverage.

Send Back-office Term Notification

Terminate employee in Workday system and all access in required systems.

Complete offboard at Key Request and ensure all equipment has been returned.

Process request for voicemail passcode change, update voicemail and sent any current voicemails to WML for review / distribution of coverage.

Update to remove terminate employee from distribution lists, meetings, and team's page.

Create BOB Mailing (if applicable)

Process BOB movement inclusive of NetX accounts, Annuities (inclusive of changes to carriers) and Fund Direct account (if applicable) to temporary or permanent coverage.

Assist (as needed/appropriate) when Wealth Market Leader is unavailable.

Assist with partnership communication between Retail and other groups within KIS.

Create / Maintain market listings inclusive of branch coverage, PCA hub locations.

Collaborate with Retail partners and Licensing group to pass along movement within the PCB teams.

NetX Manager Que's - pull reporting, review with Wealth Market Leader and... For full info follow application link.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualifie d applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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