Key Private Bank Client Service Associate

KeyCorp
United States
Workplace: HybridFull timeUSD 25 - 38.46 hourlyFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Client-focused mindset","Communication","Interpersonal skills","Problem resolution","Process improvement"]

Support Lead Institutional Advisors/Regional Consultants/Consultants by servicing an assigned portfolio of institutional accounts. Ensure timely client-directed trades, transactions, and required reporting, manage trust/custody operational processes, process daily cash activity, and maintain client and file systems. Build relationships with clients and external providers, mitigate risk under regulatory requirements, and identify process improvements while providing backup support as needed.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
3 hours ago

Key Private Bank Client Service Associate

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Support Lead Institutional Advisors/Regional Consultants/Consultants by servicing an assigned portfolio of institutional accounts. Ensure timely client-directed trades, transactions, and required reporting, manage trust/custody operational processes, process daily cash activity, and maintain client and file systems. Build relationships with clients and external providers, mitigate risk under regulatory requirements, and identify process improvements while providing backup support as needed.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Service and oversee an assigned portfolio of institutional accounts in partnership with Lead Institutional Advisors/Consultants, ensuring timely execution of trades and transactions and required client reporting.
  • •Demonstrate knowledge of institutional trust and custody needs and operational processes, including account onboarding, asset collection, alternative assets, pension payment systems, and client/file system maintenance.
  • •Process daily cash transactions including wire transfers, check preparation, cash movements, deposits, and forwarding client trading requests.
  • •Review and manage daily cash reports and prepare reports, correspondence, technical documentation, and support special projects.
  • •Support institutional relationships in compliance with KeyBank policies and applicable regulatory/legal requirements, including required reporting to DOL, PBGC, and IRS; identify process improvement opportunities.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •Undergraduate degree in a business-related field
  • •Minimum of 3 years’ industry experience in administrative or client service roles for corporate, non-profit, foundations, endowments, public funds, and/or Taft Hartley clients
  • •Demonstrated strong client service skills
  • •Securities processing and bank operations knowledge
  • •Excellent analytical, communication, interpersonal, and problem resolution skills
Experience:3+ years
Education:Bachelor's
Skills:Client-focused mindsetCommunicationInterpersonal skillsProblem resolutionProcess improvement
Tech Stack:ExcelWordPower Kofax PDFPowerPoint

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn