Key Private Bank Client Service Associate (Canton)

KeyBank • Ohio, Ohio • 1d 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.

Ability to learn and use proprietary software, databases and systems.

Proficient in all Microsoft Office Applications.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Job Posting Expiration Date: 11/09/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

KeyBank

Go to Apply

Share this job

Similar Jobs

Accounting Manager

Robert Half • California, California • 15h ago

Finance, Accounting & Banking

Description Michelle Espejo with Robert Half Financial Services is recruiting for an Accounting Manager at a thriving financial institution. This is a full-time permanent role based in the East Bay with a flexible Hybrid...

15h ago

Go to Apply

Finance Director (Medicare/Medicaid) - REMOTE

Molina Healthcare • Ohio, Ohio • 17h ago

Finance, Accounting & Banking

JOB DESCRIPTION Job Summary Responsible for analysis of Medicaid and Medicare financial reports, trend, and opportunities. Includes evaluation of and recommendations relating to business opportunities, Medicare bids, inv...

17h ago

Go to Apply

Finance Director (Medicare/Medicaid) - REMOTE

Molina Healthcare • Michigan, Michigan • 17h ago

Finance, Accounting & Banking

17h ago

Go to Apply

Accounts Receivable Specialist

Robert Half • Michigan, Michigan • 2d ago

Finance, Accounting & Banking

Description We're looking for a motivated and organized Accounts Receivable Specialist to join a growing accounting team in the Kalamazoo area. The ideal candidate will be detail-oriented, customer-focused, and able to m...

2d ago

Go to Apply

Accounts Payable Specialist

Robert Half • California, California • 4d ago

Finance, Accounting & Banking

Description Key Responsibilities Invoice Processing: Process and code invoices accurately into NetSuite, ensuring timely approval and payment. Vendor Management: Manage and maintain vendor records, ensuring up-to-date W-...

4d ago

Go to Apply

DIRECTOR OF FINANCE (REMOTE)

Compass Group, North America • Michigan, Michigan • 4d ago

Finance, Accounting & Banking

Chartwells K12 Pay Range: $135000-$155000 + bonus eligible We Make Applying Easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1470330. The advertised program is a conv...

4d ago

Go to Apply

Specialized Tax Services - Energy Incentives & Credits Manager

PwC • California, California • 5d ago

Finance, Accounting & Banking

Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax...

5d ago

Go to Apply

Deals - Capital Markets Accounting Advisory Services - Senior Associate

PwC • California, California • 5d ago

Finance, Accounting & Banking

Specialty/Competency: CMAAS (Capital Markets and Accounting Advisory Services) Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in deals focus on providing strategic...

5d ago

Go to Apply

Deals - Capital Markets Accounting Advisory Services - Manager

PwC • California, California • 5d ago

Finance, Accounting & Banking

5d ago

Go to Apply

MWR Accounting Technician

Commander, Navy Installations • California, California • 5d ago

Finance, Accounting & Banking

Summary The primary purpose of this position is to examine, verify, and maintain complex accounting transactions which involve a number of different programs, extensive subdivision of accounts, and frequently and varied...

5d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.