Key Private Bank Client Relationship Associate

Location

4495 Everhard Road NW, Canton, Ohio

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.

• 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 attend them when possible, contributing to market huddles /pods.
• Own 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.
• Maintain the Customer Relationship Management System (Salesforce) and leverage the system for data quality and updating 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, assist in client contact strategy (inviting clients to events, sending whitepapers, meeting follow‑ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, identifying opportunities).
• Educate clients on digital or alternative resources such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction, etc.; provide financial planning support to advisors (data collection/input) and to clients (technical support and assistance).
• Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and to elevate client issues as needed; work with the team to plan and manage client events, attending as needed.
• Adopt and fully leverage the centralized service task queue (Salesforce Task Queue) to direct service‑related work away from field and to Client Service Associates; this includes submitting service tasks to the queue and encouraging field teams to channel work directly to the queue.
• Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.

• Education:
  
  Bachelor’s Degree or equivalent experience (preferred).
• Work Experience:
  
  3 years related work experience or equivalent combination of work/educational background (required).
• Skills:
  
  General knowledge of financial services and wealth management; demonstrated proficiency in client service, communication, problem resolution, discretion with sensitive information, proficiency with proprietary software/databases/systems, and Microsoft Office.
• Core Competencies:
  
  All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

General office: prolonged sitting, ability to communicate face to face 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.

Occasional travel to include overnight stay.

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46…