Senior Sales Support Assistant, Fixed Income, Cleveland

Job description

Location: 127 Public Square, Cleveland Ohio 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 let...