Key Private Bank Client Relationship Associate

Support the Key Private Bank sales team by onboarding new clients, conducting proactive client outreach, and delivering top-tier service throughout the sales and client experience. Prepare client meeting materials, schedule internal/external meetings, follow up on next steps, and coordinate onboarding and officer transitions. Maintain and use Salesforce to ensure data quality, identify opportunities to retain and expand relationships, and educate clients on digital and financial resources.