Key Private Bank Client Service Assocaite (Crocker Park)

KeyBank NA • Westlake, OH • 8h ago

Location:
166 Crocker Park Boulevard - Westlake, Ohio 44145
Job Summary
The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships as well as provide a differentiated client experience, leading to higher client satisfaction and Net Promoter Scores.
Essential Functions
Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple markets.
Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures.
Understand and follow all client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure.
Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service clients.
Responsible for frequent communication with field team members on status of service requests and any additional information needed, as well as full documentation in Customer Relationship Management System (Salesforce) on status and resolution of service tasks.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to perform the job. Provide assistance to KPB RMs and Officers on internal support systems and functions so that procedures and programs are being utilized properly.
Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information.
Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Associate's degree or equivalent work experience (preferred)
Work Experience
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
General knowledge of financial products and services, including banking, trust and investments.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to maintain all servicing aspects of the client relationship.
Ability to exercise discretion due to accessing and handling highly sensitive information.

Similar Jobs

Key Private Bank Senior Portfolio Strategist

KeyBank • Pepper Pike, OH • 7h ago

Finance, Accounting & Banking

Location: 30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on...

7h ago

Go to Apply

ERIEBANK Floating Universal Associate, Full Time

CNB Bank • Independence, OH • 7h ago

Finance, Accounting & Banking

Description Floating Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's...

7h ago

Go to Apply

2026 KeyBanc Capital Markets Investment Banking Full-Time Analyst

KeyBank • Cleveland, OH • 8h ago

Finance, Accounting & Banking

Location: 127 Public Square - Cleveland, Ohio 44114 KeyBanc Capital Markets KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies...

8h ago

Go to Apply

Director of Finance and Operations

TOF Manager LLC • Cleveland, OH • 17h ago

Finance, Accounting & Banking

Job Duties: Own all budgeting and financial reporting for operating entities. Own financial reporting for all fund entities, work closely with the investment team regarding investor communications and messaging, and cash...

17h ago

Go to Apply

Tax Manager - Tax and Finance Operate (TFO) - various locations

EY • Cleveland, OH • 17h ago

Finance, Accounting & Banking

Location: Dallas, Chicago, New York, Tampa, Cleveland, Seattle, Denver, Los Angeles, Philadelphia At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of div...

17h ago

Go to Apply

Tax Senior - Tax and Finance Operate (TFO) EDGE - GCR - various locations

EY • Cleveland, OH • 17h ago

Finance, Accounting & Banking

17h ago

Go to Apply

Accounting Assistant

Aston Carter • Cleveland, OH • 21h ago

Finance, Accounting & Banking

Accounting Clerk Job Description We are looking for an Accounting Clerk to support our Accounting/Finance Department. This role involves engaging with purchasing, accounts payable and receivable functions, audit inquirie...

21h ago

Go to Apply

Business Banking Underwriter II

KeyBank • Brooklyn, OH • 1d ago

Finance, Accounting & Banking

Location: 4224 Ridge Lea Road - Amherst, New York 14226 Underwriters analyze all @types of credit information on both existing and prospective customers. They are responsible for evaluating the creditworthiness of borrow...

1d ago

Go to Apply

Community Banking Business Enablement Analyst

KeyBank NA • Cleveland, OH • 1d ago

Finance, Accounting & Banking

Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 The Community Banking Business Enablement Analyst plays a pivotal role in advancing the mission of Community Banking - to engage, educate, and empower financial confide...

1d ago

Go to Apply