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Client Onboarding & Transition Specialist
Job in
Brooklyn, Cuyahoga County, Ohio, USA
Listed on 2026-07-14
Listing for:
KeyBank
Full Time
position Listed on 2026-07-14
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Key Bank seeks an organized administrative professional to support Private Client Advisors during client onboarding and transitions. You will coordinate training and onboarding tasks, handle paperwork, and streamline centralized book of business movements to the appropriate PCA.
You will assist with ACAT transfers, documentation, and liaison work with Compliance, Licensing, and Salesforce, ensuring accurate client records and timely completion of required forms.
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