Client Administrator

KeyBank NA • Cleveland, OH • 2d ago

Location:
4900 Tiedeman Road, Brooklyn Ohio
Job Summary
The Client Administrator (CA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed within the Institutional Advisors team. The CA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties. The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting SIA/RMs in retaining clients and identifying areas to improve existing relationships and processes. The focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure. Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
Essential Functions
Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client-directed trades and transactions and required financial reporting
Demonstrate knowledge of institutional trust/custody client needs, IA product offerings, and operational processes (e.g., account onboarding, asset collection, alternative assets, pension payment system, client and file system maintenance)
Process daily cash transactions including wire transfers, check preparation, cash transfers, fund deposits, and client trading requests
Review and manage daily cash reports; prepare reports, correspondence, technical documents, and special projects as requested
Develop relationships with clients and their service providers (e.g., consultants, third-party administrators, accountants, auditors, outside RIAs)
Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes
Mitigate risk by servicing institutional client relationships in compliance with KeyBank policies, procedures, and regulatory/legal requirements
Lead by example and demonstrate client focus and teamwork with both clients and KeyBank employees
Collaborate closely with internal teams and teammates in person to ensure seamless service delivery
Assist clients with required reporting to government agencies (e.g., DOL, PBGC, IRS)
Identify improvement opportunities with internal support units, investment management, or other KeyBank business units; proactively advise clients on operational or investment solutions
Provide backup support to other Client Administrators or assigned Relationship Managers
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
Bachelor's Degree or equivalent experience (preferred)
Work Experience
A minimum of 1 year industry experience working with corporate, non-profit, public fund, and/or Taft-Hartley clients in an administrative or client service role (required)
Knowledge of securities processing and bank operations (required)
Background in client consultation and advocacy (required)
Compet

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