Summer 2027 KeyBank Wealth Management Internship - Client Support & Experience

KeyCorp
United States
Workplace: HybridInternshipUSD 23+ hourlyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Leadership","Teamwork","Time management","Problem-solving","Communication"]

Support the Key Private Bank advisor platform from behind the scenes by mapping and streamlining client-experience workflows across business lines. Deliver analysis on the consistency and effectiveness of client support teams, focusing on automating manual, repeatable processes using tools like Power Automate and SharePoint. Partner with enablement and line-of-business leaders to turn coaching needs into recurring, measurable follow-through while following KeyBank policies and procedures.

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KeyCorp
KeyCorp
1 day ago

Summer 2027 KeyBank Wealth Management Internship - Client Support & Experience

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Last checked: 22 hours agoStatus: Live

Job Summary

Support the Key Private Bank advisor platform from behind the scenes by mapping and streamlining client-experience workflows across business lines. Deliver analysis on the consistency and effectiveness of client support teams, focusing on automating manual, repeatable processes using tools like Power Automate and SharePoint. Partner with enablement and line-of-business leaders to turn coaching needs into recurring, measurable follow-through while following KeyBank policies and procedures.
Location: United States
Workplace: Hybrid
Employment Type: Internship
Job Function: Administration & Executive Assistance
Seniority: Intern level

Key Responsibilities

  • •Map and streamline client-experience workflows across Key Private Bank business lines, identifying friction points in hand-offs between Advisors, Portfolio Managers, Trust Officers, and Planners.
  • •Deliver analysis and insights on the consistency and effectiveness of client support and experience teams, emphasizing automation of manual repeatable processes (e.g., Power Automate flows, SharePoint form intake, templated advisor communications).
  • •Embed with the Enablement Team and shadow each team lead to support a positive team experience.
  • •Partner with line of business leaders (Advisory, Portfolio Management, Trust, Planning) to translate coaching needs into a recurring cadence and measurable follow-through.
  • •Comply with KeyBank policies and procedures, including acting ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Pay and Benefits

Salary: USD 23 hourly

Key Requirements

  • •Pursuing a four-year degree or graduate level degree by May 2029 with focused coursework in psychology, philosophy, communications, math, statistics, wealth management, finance, accounting, business, and/or economics (preferred).
  • •Demonstrated leadership and teamwork through past work experience and/or extracurricular activities.
  • •Outstanding academic achievement with a minimum 3.0 GPA.
  • •Ability to receive directions and manage line of business expectations by providing deliverables in a timely manner.
  • •Strong verbal and written communication skills for team collaboration.
Education:Bachelor's
Skills:LeadershipTeamworkTime managementProblem-solvingCommunication
Tech Stack:Power AutomateSharePointPowerPointMicrosoft ExcelPC/laptop

Eligibility

Visa:H-1B
Work Authorization:Authorization required. Sponsorship not provided.

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