Key
Banking
KeyPrivateBankClientRelationshipAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Key Private Bank Client Relationship Associate at Key. Skills: Client relationship management, Sales support. Provide administrative support to Private Bankers. Assist with client onboarding and account opening”
What You'll Achieve.
Enhance client satisfaction; Support revenue growth; Ensure operational efficiency
Industry & Context.
Client issue resolution
What They're Looking For.
Must Have
High school diploma or GED, 2+ years of experience in a client-facing role, Experience with Microsoft Office Suite
Nice to Have
Bachelor's degree in Finance, Business, or related field, Experience in the banking or financial services industry, Experience with CRM software
What You'll Do.
Provide administrative support to Private Bankers
Assist with client onboarding and account opening
Prepare client meeting materials
Process client requests and transactions
Maintain client records and databases
Support sales efforts and client retention initiatives
Liaise with internal departments to resolve client issues
Ensure compliance with banking regulations
How You'll Work.
Team & Collaboration
Private Bankers; Operations teams; Compliance department
Communication Scope
Client communication; Internal communication
Full Job Description
**Location:** 30100 Chagrin Blvd, Pepper Pike Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. **Essential Functions** * Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. * Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. * Owns follow up after client meetings on takeaways and next steps. * Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. * Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. * Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents. * Coordinate officer transitions when team members transition on or off the KPB sales team. * Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed. * Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. * Assis
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